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CARB

Carbonite Inc
CARB

Delisted

CARB was delisted on the 23rd of December, 2019.

147 hedge funds and large institutions have $898M invested in Carbonite Inc in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $675K

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

17% less funds holding

Funds holding: 177147 (-30)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less capital invested

Capital invested by funds: $1.27B → $898M (-$368M)

62% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 47

Holders
147
Holders Change
-30
Holders Change %
-16.95%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
18
Increased
63
Reduced
52
Closed
47
Calls
$1.44M
Puts
$675K
Net Calls
+$767K
Net Calls Change
+$859K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$110M +$52.8M +1,778,928 +69%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.6M +$14.1M +474,008 +25%
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$59.1M +$23.1M +777,721 +50%
BlackRock
4
BlackRock
New York
$58.3M +$2.15M +72,477 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$50.2M +$3.54M +119,455 +6%
EMG
6
ETF Managers Group
New Jersey
$49.1M +$9.27M +312,323 +19%
PCM
7
Portolan Capital Management
Massachusetts
$45.9M +$8.71M +293,489 +19%
Renaissance Technologies
8
Renaissance Technologies
New York
$32.1M -$12.2M -410,200 -24%
PM
9
Pembroke Management
Quebec, Canada
$30.5M +$4.13M +139,217 +13%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$29.8M +$1.24M +41,811 +4%
GIM
11
Granahan Investment Management
Massachusetts
$23M +$6.03M +203,205 +29%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$22.7M -$14.4M -486,161 -35%
FWIA
13
Fort Washington Investment Advisors
Ohio
$17M +$4.62M +155,586 +30%
State Street
14
State Street
Massachusetts
$15.9M +$618K +20,825 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$14.8M +$4.04M +136,052 +30%
SCA
16
Summit Creek Advisors
Minnesota
$13.2M -$553K -18,630 -3%
Millennium Management
17
Millennium Management
New York
$12.8M +$4.05M +136,448 +37%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.7M -$1.54M -51,827 -9%
Northern Trust
19
Northern Trust
Illinois
$11M +$13.1K +443 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.6M +$48.2K +1,624 +0.4%
AAM
21
AMI Asset Management
California
$10.1M +$2.22M +74,952 +23%
ECP
22
Elk Creek Partners
Colorado
$10M +$2.57M +86,728 +28%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.22M +$868K +29,258 +9%
Morgan Stanley
24
Morgan Stanley
New York
$7.39M +$4.77M +160,854 +122%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$7.25M -$14.2M -479,537 -63%

CARB Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Carbonite Inc (CARB) for Q4 2018, worth a combined $898M — down 29% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CARB and 18 opened new positions — a net loss of 29 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $52.8M. The largest seller was Wellington Management Group, cutting an estimated $14.4M.

  • 147 institutional investors held Carbonite Inc (CARB) as of Q4 2018, down from 177 in Q3 2018.
  • Funds reported $898M of Carbonite Inc stock for Q4 2018, down 29% quarter-over-quarter.
  • 18 funds opened new Carbonite Inc positions in Q4 2018 and 47 closed out, a net change of -29 holders.
  • The largest Carbonite Inc buyer in Q4 2018 was ArrowMark Colorado Holdings, an estimated $52.8M added.
  • The largest Carbonite Inc seller in Q4 2018 was Wellington Management Group, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2018.