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Climb Global Solutions
CLMB

Overview Fund Activity

49 hedge funds and large institutions have $102M invested in Climb Global Solutions in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 0 closing their positions.

Holders
49
Holders Change
+18
Holders Change %
+58.06%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
18
Increased
15
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
1
EAM Investors
California
$1.87M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.54M
3
Millennium Management
3
Millennium Management
New York
$1.33M
4
Jane Street
4
Jane Street
New York
$1.2M
5
HIM
5
Herald Investment Management
United Kingdom
$1.04M

Top Sellers

1
CSC
1
Cove Street Capital
California
$10.6M
2
AA
2
Ancora Advisors
Ohio
$1.65M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$683K
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.48M
5
OAM
5
Oppenheimer Asset Management
New York
$494K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$567K 10,637 +1,303 +14%
Goldman Sachs
27
Goldman Sachs
New York
$549K 10,303 +10,303 New
OAM
28
Oppenheimer Asset Management
New York
$494K 9,263 -5,628 -38%
Citadel Advisors
29
Citadel Advisors
Florida
$467K 8,771 +8,771 New
HF
30
HRT Financial
New York
$451K 8,478 +8,478 New
LAM
31
Lakewood Asset Management
Illinois
$447K 8,385 +128 +2%
Citigroup
32
Citigroup
New York
$425K 7,972 +7,972 New
EA
33
Ellsworth Advisors
Ohio
$366K 6,864 +6,864 New
Morgan Stanley
34
Morgan Stanley
New York
$315K 5,917 +5,148 +669%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$240K 4,497 +4,497 New
Osaic Holdings
36
Osaic Holdings
Arizona
$194K 3,645 +2,480 +213%
VWM
37
Venturi Wealth Management
Texas
$153K 2,870 +2,870 New
HIM
38
Hillsdale Investment Management
Ontario, Canada
$128K 2,400 +2,400 New
Barclays
39
Barclays
United Kingdom
$112K 2,095 +2,095 New
UBS Group
40
UBS Group
Switzerland
$84.6K 1,588 +88 +6%
JIR
41
James Investment Research
Ohio
$64K 1,200 +1,200 New
Bank of America
42
Bank of America
North Carolina
$43.3K 812 +808 +20,200%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$41K 784 – –
TRCT
44
Tower Research Capital (TRC)
New York
$24K 448 +439 +4,878%
PK
45
Pflug Koory
Nebraska
$14.7K 275 – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$3K 50 – –
NA
47
NewEdge Advisors
Louisiana
$1.76K 33 +33 New
Wells Fargo
48
Wells Fargo
California
$1.47K 27 – –
2L
49
25 LLC
Missouri
$483 10 +10 New
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
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