We are live on ! Find out more
CLMB icon

Climb Global Solutions

28 hedge funds and large institutions have $23.8M invested in Climb Global Solutions in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $19.6M → $23.8M (+$4.15M)

4% more funds holding

Funds holding: 2728 (+1)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Eagle Asset Management
Florida
$5.9M
Renaissance Technologies
2
Renaissance Technologies
New York
$3.45M +$151K +35,600 +5%
BIT
3
BlackRock Institutional Trust
California
$2.56M +$2.14K +504 +0.1%
TAM
4
Tocqueville Asset Management
New York
$1.84M +$852K +200,800 +88%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.81M +$35.3K +8,316 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.05M +$76.4K +18,000 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$861K +$849K +200,000 New
DC
8
Deschaine & Company
Illinois
$836K +$824K +194,200 New
BCM
9
Bridgeway Capital Management
Texas
$830K
FP
10
Foundry Partners
Minnesota
$723K +$62.5K +14,720 +10%
AG
11
Algert Global
California
$596K
ACM
12
Ativo Capital Management
Illinois
$524K +$17 +4 +0%
LSV Asset Management
13
LSV Asset Management
Illinois
$515K +$61.1K +14,400 +14%
NFA
14
Nationwide Fund Advisors
Ohio
$448K +$439K +103,428 +12,929%
Northern Trust
15
Northern Trust
Illinois
$368K -$4.35K -1,024 -1%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$275K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$264K
JIR
18
James Investment Research
Ohio
$216K +$9.17K +2,160 +5%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$201K -$45.6K -10,740 -19%
Morgan Stanley
20
Morgan Stanley
New York
$173K +$96.5K +22,732 +130%
NI
21
Numeric Investors
Massachusetts
$172K +$170K +40,000 New
UBS Group
22
UBS Group
Switzerland
$89K +$88.4K +20,828 New
Wells Fargo
23
Wells Fargo
California
$17K
TRCT
24
Tower Research Capital (TRC)
New York
$12K -$23.6K -5,552 -66%
BIM
25
BlackRock Investment Management
Delaware
$12K

CLMB Hedge Fund Activity: Q4 2014 in Review

28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q4 2014, worth a combined $23.8M — up 21% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CLMB positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Tocqueville Asset Management, adding an estimated $852K. The largest seller was Opus Capital Group, exiting entirely with an estimated $1.1M sold.

  • 28 institutional investors held Climb Global Solutions (CLMB) as of Q4 2014, up from 27 in Q3 2014.
  • Funds reported $23.8M of Climb Global Solutions stock for Q4 2014, up 21% quarter-over-quarter.
  • 4 funds opened new Climb Global Solutions positions in Q4 2014 and 2 closed out, a net change of +2 holders.
  • The largest Climb Global Solutions buyer in Q4 2014 was Tocqueville Asset Management, an estimated $852K added.
  • The largest Climb Global Solutions seller in Q4 2014 was Opus Capital Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2014.