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Climb Global Solutions
CLMB

69 hedge funds and large institutions have $91.1M invested in Climb Global Solutions in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

11.76% more ownership

Funds ownership: 173.17% → 184.93% (+12%)

3% less capital invested

Capital invested by funds: $94.3M → $91.1M (-$3.15M)

3% less funds holding

Funds holding: 71 → 69 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tieton Capital Management
Washington
+$4.11M
2
CSC
Cove Street Capital
California
+$2.23M
3
FP
Foundry Partners
Minnesota
+$1.61M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$1.03M
5
American Century Companies
American Century Companies
Missouri
+$811K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$2.18M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.39M
4
QC
Quadrature Capital
United Kingdom
-$1.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$478K – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$459K +$470K +42,656 New
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$441K -$1.39M -126,144 -75%
ACA
29
Anchor Capital Advisors
Massachusetts
$434K +$353 +32 +0.1%
CG
30
Caprock Group
Idaho
$408K – – –
LAM
31
Lakewood Asset Management
Illinois
$393K +$16.2K +1,472 +4%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$380K +$390K +35,356 New
Morgan Stanley
33
Morgan Stanley
New York
$356K -$328K -29,716 -47%
OAM
34
Oppenheimer Asset Management
New York
$319K -$71.5K -6,484 -18%
Invesco
35
Invesco
Georgia
$313K +$321K +29,124 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$298K -$523K -47,460 -63%
Bank of America
37
Bank of America
North Carolina
$275K +$104K +9,456 +59%
GCP
38
GSA Capital Partners
United Kingdom
$256K +$263K +23,812 New
Comerica Bank
39
Comerica Bank
Texas
$240K +$246K +22,300 New
N
40
Nuveen
North Carolina
$233K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$230K -$309K -28,016 -57%
WA
42
Wasatch Advisors
Utah
$229K +$235K +21,320 New
Barclays
43
Barclays
United Kingdom
$202K +$39.9K +3,616 +24%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$170K +$10.2K +928 +6%
UBS Group
45
UBS Group
Switzerland
$161K -$72.9K -6,608 -31%
VWM
46
Venturi Wealth Management
Texas
$124K +$1.19K +108 +0.9%
JP Morgan Chase
47
JP Morgan Chase
New York
$121K -$17.7K -1,608 -12%
SO
48
STRS Ohio
Ohio
$107K +$70.6K +6,400 +178%
SOW
49
State of Wyoming
Wyoming
$102K +$104K +9,448 New
MIM
50
MetLife Investment Management
New Jersey
$95.1K – – –
1
2
3 4

CLMB Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q3 2023, worth a combined $91.1M — down 3.3% from $94.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CLMB and 15 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Tieton Capital Management, opening a new position worth an estimated $4.11M. The largest seller was Millennium Management, exiting entirely with an estimated $2.18M sold.

  • 69 institutional investors held Climb Global Solutions (CLMB) as of Q3 2023, down from 71 in Q2 2023.
  • Funds reported $91.1M of Climb Global Solutions stock for Q3 2023, down 3.3% quarter-over-quarter.
  • 15 funds opened new Climb Global Solutions positions in Q3 2023 and 17 closed out, a net change of -2 holders.
  • The largest Climb Global Solutions buyer in Q3 2023 was Tieton Capital Management, an estimated $4.11M added.
  • The largest Climb Global Solutions seller in Q3 2023 was Millennium Management, an estimated $2.18M sold.

Based on aggregated 13F filings for Q3 2023.