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CARB

Carbonite Inc
CARB

Delisted

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

150 hedge funds and large institutions have $889M invested in Carbonite Inc in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

2% more funds holding

Funds holding: 147150 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $898M → $889M (-$9.06M)

62% less call options, than puts

Call options by funds: $1.97M | Put options by funds: $5.18M

Holders
150
Holders Change
+3
Holders Change %
+2.04%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
31
Increased
56
Reduced
46
Closed
27
Calls
$1.97M
Puts
$5.18M
Net Calls
-$3.21M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$122M +$14.7M +571,567 +13%
BlackRock
2
BlackRock
New York
$55.9M -$1.4M -54,624 -2%
EMG
3
ETF Managers Group
New Jersey
$54.3M +$6.29M +244,871 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.1M -$1.2M -46,880 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.9M -$25.4M -989,597 -41%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.6M +$349K +13,592 +1%
PM
7
Pembroke Management
Quebec, Canada
$29.6M -$366K -14,248 -1%
EM
8
Elliott Management
New York
$29.4M +$30.5M +1,186,800 New
GIM
9
Granahan Investment Management
Massachusetts
$29M +$6.66M +259,333 +28%
ICM
10
Indaba Capital Management
California
$26.7M +$27.7M +1,076,111 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$25.9M +$3.72M +144,764 +16%
Renaissance Technologies
12
Renaissance Technologies
New York
$19.9M -$12.1M -468,900 -37%
PCM
13
Portolan Capital Management
Massachusetts
$18.6M -$27.5M -1,071,019 -59%
State Street
14
State Street
Massachusetts
$17.3M +$1.75M +68,084 +11%
FWIA
15
Fort Washington Investment Advisors
Ohio
$14.4M -$2.44M -95,000 -14%
HRCM
16
Hood River Capital Management
Florida
$13.9M +$14.4M +559,997 New
SCA
17
Summit Creek Advisors
Minnesota
$12.9M -$23.1K -900 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.5M +$3.57K +139 +0%
Millennium Management
19
Millennium Management
New York
$11.7M -$949K -36,933 -7%
ECP
20
Elk Creek Partners
Colorado
$10.8M +$1.04M +40,367 +10%
Northern Trust
21
Northern Trust
Illinois
$10.7M -$75.4K -2,935 -0.7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$10.1M +$1.06M +41,414 +11%
PCM
23
PenderFund Capital Management
British Columbia, Canada
$9.98M
AAM
24
AMI Asset Management
California
$9.95M +$49.7K +1,932 +0.5%
Morgan Stanley
25
Morgan Stanley
New York
$9.66M +$2.49M +96,851 +33%

CARB Hedge Fund Activity: Q1 2019 in Review

150 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Carbonite Inc (CARB) for Q1 2019, worth a combined $889M — down 1% from $898M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CARB positions and 27 closed out — a net gain of 4 holders — while 56 added to existing stakes and 46 trimmed.

The largest buyer was Elliott Management, opening a new position worth an estimated $30.5M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $59.1M sold.

  • 150 institutional investors held Carbonite Inc (CARB) as of Q1 2019, up from 147 in Q4 2018.
  • Funds reported $889M of Carbonite Inc stock for Q1 2019, down 1% quarter-over-quarter.
  • 31 funds opened new Carbonite Inc positions in Q1 2019 and 27 closed out, a net change of +4 holders.
  • The largest Carbonite Inc buyer in Q1 2019 was Elliott Management, an estimated $30.5M added.
  • The largest Carbonite Inc seller in Q1 2019 was Cramer Rosenthal McGlynn, an estimated $59.1M sold.

Based on aggregated 13F filings for Q1 2019.