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Climb Global Solutions
CLMB

Overview Fund Activity

68 hedge funds and large institutions have $125M invested in Climb Global Solutions in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
5
Increased
32
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$5.66M
2
TCM
2
Tieton Capital Management
Washington
$6.77M
3
SWP
3
Significant Wealth Partners
Illinois
$1.15M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.57M
5
BAM
5
Ballast Asset Management
Texas
$4.49M

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$243K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.2M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.73M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
CSC
5
Cove Street Capital
California
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$696K 12,700 -2,500 -16%
Charles Schwab
27
Charles Schwab
California
$609K 11,109 – –
First Trust Advisors
28
First Trust Advisors
Illinois
$600K 10,950 +286 +3%
Invesco
29
Invesco
Georgia
$564K 10,283 +3,002 +41%
Barclays
30
Barclays
United Kingdom
$531K 9,686 +4,979 +106%
CG
31
Caprock Group
Idaho
$520K 9,487 – –
LAM
32
Lakewood Asset Management
Illinois
$504K 9,188 +50 +0.5%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$449K 8,188 +1,255 +18%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$442K 8,061 +2,725 +51%
Bank of America
35
Bank of America
North Carolina
$439K 8,002 +1,612 +25%
LSV Asset Management
36
LSV Asset Management
Illinois
$428K 7,800 -3,638 -32%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$410K 7,475 +2,062 +38%
OAM
38
Oppenheimer Asset Management
New York
$394K 7,177 -241 -3%
UBS Group
39
UBS Group
Switzerland
$350K 6,381 +2,642 +71%
Comerica Bank
40
Comerica Bank
Texas
$306K 5,575 – –
QC
41
Quadrature Capital
United Kingdom
$243K 4,424 -14,438 -77%
MAM
42
Martingale Asset Management
Massachusetts
$242K 4,420 +4,420 New
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$226K 4,118 +4,118 New
MFG
44
Merit Financial Group
Georgia
$218K 3,979 +3,979 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$210K 3,827 -126 -3%
SO
46
STRS Ohio
Ohio
$180K 3,300 +800 +32%
VWM
47
Venturi Wealth Management
Texas
$160K 2,909 +27 +0.9%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$155K 2,822 – –
SOW
49
State of Wyoming
Wyoming
$136K 2,485 +123 +5%
MIM
50
MetLife Investment Management
New Jersey
$121K 2,211 – –
1
2
3