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Climb Global Solutions
CLMB

75 hedge funds and large institutions have $170M invested in Climb Global Solutions in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $125M → $170M (+$45.3M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11.51% more ownership

Funds ownership: 199.25% → 210.76% (+12%)

10% more funds holding

Funds holding: 68 → 75 (+7)

31% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 32

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
11
Increased
22
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Wasatch Advisors
Utah
+$2.59M
2
EI
EAM Investors
California
+$747K
3
American Century Companies
American Century Companies
Missouri
+$685K
4
BAM
Ballast Asset Management
Texas
+$542K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$448K

Top Sellers

1
CSC
Cove Street Capital
California
-$2.15M
2
SWP
Significant Wealth Partners
Illinois
-$1.15M
3
Morgan Stanley
Morgan Stanley
New York
-$1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$679K
5
BlackRock
BlackRock
New York
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
26
EAM Investors
California
$879K +$747K +49,624 New
Morgan Stanley
27
Morgan Stanley
New York
$847K -$1M -66,672 -58%
Charles Schwab
28
Charles Schwab
California
$787K – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$772K -$3.49K -232 -0.5%
CG
30
Caprock Group
Idaho
$672K – – –
Russell Investments Group
31
Russell Investments Group
United Kingdom
$662K +$69.5K +4,620 +14%
LAM
32
Lakewood Asset Management
Illinois
$648K -$3.01K -200 -0.5%
Invesco
33
Invesco
Georgia
$597K -$112K -7,424 -18%
N
34
Nuveen
North Carolina
$555K +$21.4K +1,424 +5%
Barclays
35
Barclays
United Kingdom
$489K -$168K -11,176 -29%
OAM
36
Oppenheimer Asset Management
New York
$441K -$57.5K -3,820 -13%
UBS Group
37
UBS Group
Switzerland
$434K -$15.5K -1,028 -4%
QC
38
Quadrature Capital
United Kingdom
$400K +$73.9K +4,912 +28%
Comerica Bank
39
Comerica Bank
Texas
$395K – – –
Ameriprise
40
Ameriprise
Minnesota
$389K +$331K +21,980 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$359K -$181K -12,012 -37%
MAM
42
Martingale Asset Management
Massachusetts
$327K +$12K +800 +5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$284K +$10.5K +700 +5%
Citadel Advisors
44
Citadel Advisors
Florida
$278K +$236K +15,672 New
LSV Asset Management
45
LSV Asset Management
Illinois
$241K -$265K -17,600 -56%
SO
46
STRS Ohio
Ohio
$219K -$12K -800 -6%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$217K -$63.8K -4,240 -26%
Bank of America
48
Bank of America
North Carolina
$209K -$304K -20,212 -63%
VWM
49
Venturi Wealth Management
Texas
$208K +$1.5K +100 +0.9%
MFG
50
Merit Financial Group
Georgia
$208K -$27.2K -1,808 -11%
1
2
3 4

CLMB Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q1 2024, worth a combined $170M — up 36% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CLMB positions and 4 closed out — a net gain of 7 holders — while 22 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $2.59M. The largest seller was Cove Street Capital, cutting an estimated $2.15M.

  • 75 institutional investors held Climb Global Solutions (CLMB) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $170M of Climb Global Solutions stock for Q1 2024, up 36% quarter-over-quarter.
  • 11 funds opened new Climb Global Solutions positions in Q1 2024 and 4 closed out, a net change of +7 holders.
  • The largest Climb Global Solutions buyer in Q1 2024 was Wasatch Advisors, an estimated $2.59M added.
  • The largest Climb Global Solutions seller in Q1 2024 was Cove Street Capital, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2024.