Cellebrite
CLBT
53 hedge funds and large institutions have $175M invested in Cellebrite in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
20% more funds holding
Funds holding: 44 → 53 (+9)
8% more capital invested
Capital invested by funds: $162M → $175M (+$13.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.35% less ownership
Funds ownership: 21.66% → 21.32% (-0.35%)
11% less call options, than puts
Call options by funds: $1.57M | Put options by funds: $1.76M
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.56M |
| 2 |
RA
Royce & Associates
New York
|
+$2.5M |
| 3 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$671K |
| 4 |
CC
Crosslink Capital
Menlo Park,
California
|
+$532K |
| 5 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$11.7M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$2.79M |
| 3 |
CPM
Crescent Park Management
East Palo Alto,
California
|
-$1.17M |
| 4 |
IP
Isomer Partners
New York
|
-$514K |
| 5 |
BlackRock
New York
|
-$396K |
CLBT Hedge Fund Activity: Q4 2022 in Review
53 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Cellebrite (CLBT) for Q4 2022, worth a combined $175M — up 8.3% from $162M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CLBT positions and 3 closed out — a net gain of 10 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.56M. The largest seller was Light Street Capital Management, cutting an estimated $11.7M.
- 53 institutional investors held Cellebrite (CLBT) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $175M of Cellebrite stock for Q4 2022, up 8.3% quarter-over-quarter.
- 13 funds opened new Cellebrite positions in Q4 2022 and 3 closed out, a net change of +10 holders.
- The largest Cellebrite buyer in Q4 2022 was Morgan Stanley, an estimated $9.56M added.
- The largest Cellebrite seller in Q4 2022 was Light Street Capital Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2022.