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Climb Global Solutions
CLMB

27 hedge funds and large institutions have $65.4M invested in Climb Global Solutions in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

2% less capital invested

Capital invested by funds: $67M → $65.4M (-$1.55M)

3.02% less ownership

Funds ownership: 173.94% → 170.91% (-3%)

10% less funds holding

Funds holding: 30 → 27 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
14
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$238K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$160K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$135K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$63.4K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$61.1K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$349K
2
Victory Capital Management
Victory Capital Management
Texas
-$302K
3
Renaissance Technologies
Renaissance Technologies
New York
-$152K
4
LSV Asset Management
LSV Asset Management
Illinois
-$91.9K
5
BlackRock
BlackRock
New York
-$79.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1K – – –
Wells Fargo
27
Wells Fargo
California
$1K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
– -$349K -39,736 Closed
CWS
29
Confluence Wealth Services
Pennsylvania
– -$3K -432 Closed
1
2

CLMB Hedge Fund Activity: Q1 2022 in Review

27 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q1 2022, worth a combined $65.4M — down 2.3% from $67M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CLMB and 0 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $238K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $349K sold.

  • 27 institutional investors held Climb Global Solutions (CLMB) as of Q1 2022, down from 30 in Q4 2021.
  • Funds reported $65.4M of Climb Global Solutions stock for Q1 2022, down 2.3% quarter-over-quarter.
  • 0 funds opened new Climb Global Solutions positions in Q1 2022 and 3 closed out, a net change of -3 holders.
  • The largest Climb Global Solutions buyer in Q1 2022 was Punch & Associates Investment Management, an estimated $238K added.
  • The largest Climb Global Solutions seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $349K sold.

Based on aggregated 13F filings for Q1 2022.