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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
Deutsche Bank
51
Deutsche Bank
Germany
$115K +$89.3K +7,460 +811%
AIG
52
American International Group
New York
$113K -$383 -32 -0.4%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$112K +$96 +8 +0.1%
Lazard Asset Management
54
Lazard Asset Management
New York
$88K +$76.9K +6,424 New
Wells Fargo
55
Wells Fargo
California
$61K +$11.7K +980 +28%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$37.5K -$11.2K -936 -25%
Citigroup
57
Citigroup
New York
$33K +$28.7K +2,396 +29,950%
AB
58
Amalgamated Bank
New York
$30K -$2.01K -168 -7%
SWM
59
Spire Wealth Management
Virginia
$28.5K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$27.7K +$11.7K +980 +94%
Legal & General Group
61
Legal & General Group
United Kingdom
$25.6K – – –
AIP
62
Ameritas Investment Partners
Nebraska
$18.8K – – –
PK
63
Pflug Koory
Nebraska
$15.1K – – –
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$12.6K – – –
Osaic Holdings
65
Osaic Holdings
Arizona
$11.5K -$4.98K -416 -33%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.96K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.15K +$766 +64 +320%
C
68
Covestor
United Kingdom
$1K -$96 -8 -18%
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
– -$441K -41,032 Closed
ACA
70
Anchor Capital Advisors
Massachusetts
– -$434K -40,328 Closed
Jacobs Levy Equity Management
71
Jacobs Levy Equity Management
New Jersey
– -$380K -35,356 Closed
GCP
72
GSA Capital Partners
United Kingdom
– -$256K -23,812 Closed
Allspring Global Investments
73
Allspring Global Investments
North Carolina
– -$94.9K -8,824 Closed
BFEC
74
Benjamin F. Edwards & Company
Missouri
– -$2K -200 Closed
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.