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Climb Global Solutions

27 hedge funds and large institutions have $24.1M invested in Climb Global Solutions in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.25% less ownership

Funds ownership: 166.72%158.47% (-8.2%)

10% less funds holding

Funds holding: 3027 (-3)

34% less capital invested

Capital invested by funds: $36.3M → $24.1M (-$12.2M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Eagle Asset Management
Florida
$4.31M -$39.6K -9,924 -0.8%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.95M +$281K +70,400 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.04M +$301K +75,364 +9%
BlackRock
4
BlackRock
New York
$1.94M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.79M +$110K +27,500 +5%
GC
6
Gobi Capital
California
$1.66M -$77.4K -19,380 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.19M
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$1.12M +$9.97K +2,496 +0.8%
LSV Asset Management
9
LSV Asset Management
Illinois
$747K
BCM
10
Bridgeway Capital Management
Texas
$683K
ZIM
11
ZPR Investment Management
Florida
$682K +$803K +201,116 New
Bank of America
12
Bank of America
North Carolina
$668K +$2.56K +640 +0.3%
ACS
13
Archford Capital Strategies
Illinois
$469K -$13.1K -3,280 -2%
Northern Trust
14
Northern Trust
Illinois
$435K -$11.2K -2,800 -2%
2L
15
22NW LP
Washington
$378K
Deutsche Bank
16
Deutsche Bank
Germany
$300K +$76.4K +19,132 +27%
CWM
17
Cornerstone Wealth Management
Missouri
$268K +$39.1K +9,784 +15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$234K
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$216K
UBS Group
20
UBS Group
Switzerland
$34K -$18.6K -4,648 -32%
Morgan Stanley
21
Morgan Stanley
New York
$25K +$19.6K +4,900 +204%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$1.74K +436 +32%
NFA
23
Nationwide Fund Advisors
Ohio
$3K -$913K -228,452 -100%
TRCT
24
Tower Research Capital (TRC)
New York
$3K +$3.47K +868 New
IWM
25
IHT Wealth Management
Illinois
$1K

CLMB Hedge Fund Activity: Q3 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q3 2017, worth a combined $24.1M — down 34% from $36.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CLMB and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $803K. The largest seller was Ativo Capital Management, exiting entirely with an estimated $1.27M sold.

  • 27 institutional investors held Climb Global Solutions (CLMB) as of Q3 2017, down from 30 in Q2 2017.
  • Funds reported $24.1M of Climb Global Solutions stock for Q3 2017, down 34% quarter-over-quarter.
  • 4 funds opened new Climb Global Solutions positions in Q3 2017 and 7 closed out, a net change of -3 holders.
  • The largest Climb Global Solutions buyer in Q3 2017 was ZPR Investment Management, an estimated $803K added.
  • The largest Climb Global Solutions seller in Q3 2017 was Ativo Capital Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2017.