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Climb Global Solutions
CLMB

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.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $91.1M → $125M (+$34M)

14.33% more ownership

Funds ownership: 184.93% → 199.25% (+14%)

1% less funds holding

Funds holding: 69 → 68 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.99%
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
Wasatch Advisors
Utah
+$4.68M
2
TCM
Tieton Capital Management
Washington
+$1.45M
3
Morgan Stanley
Morgan Stanley
New York
+$973K
4
BAM
Ballast Asset Management
Texas
+$856K
5
American Century Companies
American Century Companies
Missouri
+$438K

Top Sellers

1
QC
Quadrature Capital
United Kingdom
-$691K
2
Renaissance Technologies
Renaissance Technologies
New York
-$469K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$441K
4
ACA
Anchor Capital Advisors
Massachusetts
-$434K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$696K -$120K -10,000 -16%
Charles Schwab
27
Charles Schwab
California
$609K – – –
First Trust Advisors
28
First Trust Advisors
Illinois
$600K +$13.7K +1,144 +3%
Invesco
29
Invesco
Georgia
$564K +$144K +12,008 +41%
Barclays
30
Barclays
United Kingdom
$531K +$238K +19,916 +106%
CG
31
Caprock Group
Idaho
$520K – – –
LAM
32
Lakewood Asset Management
Illinois
$504K +$2.39K +200 +0.5%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$449K +$60.1K +5,020 +18%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$442K +$130K +10,900 +51%
Bank of America
35
Bank of America
North Carolina
$439K +$77.1K +6,448 +25%
LSV Asset Management
36
LSV Asset Management
Illinois
$428K -$174K -14,552 -32%
N
37
Nuveen
North Carolina
$410K +$98.7K +8,248 +38%
OAM
38
Oppenheimer Asset Management
New York
$394K -$11.5K -964 -3%
UBS Group
39
UBS Group
Switzerland
$350K +$126K +10,568 +71%
Comerica Bank
40
Comerica Bank
Texas
$306K – – –
QC
41
Quadrature Capital
United Kingdom
$243K -$691K -57,752 -77%
MAM
42
Martingale Asset Management
Massachusetts
$242K +$212K +17,680 New
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$226K +$197K +16,472 New
MFG
44
Merit Financial Group
Georgia
$218K +$190K +15,916 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$210K -$6.03K -504 -3%
SO
46
STRS Ohio
Ohio
$180K +$38.3K +3,200 +32%
VWM
47
Venturi Wealth Management
Texas
$160K +$1.29K +108 +0.9%
JP Morgan Chase
48
JP Morgan Chase
New York
$155K – – –
SOW
49
State of Wyoming
Wyoming
$136K +$5.89K +492 +5%
MIM
50
MetLife Investment Management
New Jersey
$121K – – –
1
2
3

CLMB Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q4 2023, worth a combined $125M — up 37% from $91.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CLMB and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 32 added.

The largest buyer was Wasatch Advisors, adding an estimated $4.68M. The largest seller was Quadrature Capital, cutting an estimated $691K.

  • 68 institutional investors held Climb Global Solutions (CLMB) as of Q4 2023, down from 69 in Q3 2023.
  • Funds reported $125M of Climb Global Solutions stock for Q4 2023, up 37% quarter-over-quarter.
  • 5 funds opened new Climb Global Solutions positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest Climb Global Solutions buyer in Q4 2023 was Wasatch Advisors, an estimated $4.68M added.
  • The largest Climb Global Solutions seller in Q4 2023 was Quadrature Capital, an estimated $691K sold.

Based on aggregated 13F filings for Q4 2023.