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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
BlackRock
1
BlackRock
New York
$16.5M +$433K +36,212 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.9M +$238K +19,896 +2%
CSC
3
Cove Street Capital
California
$10.5M -$380K -31,736 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.2M -$469K -39,168 -5%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.94M -$287K -23,992 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.73M -$102K -8,564 -1%
TCM
7
Tieton Capital Management
Washington
$6.77M +$1.45M +120,992 +32%
WA
8
Wasatch Advisors
Utah
$5.66M +$4.68M +391,492 +1,836%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.72M +$136K +11,348 +3%
BAM
10
Ballast Asset Management
Texas
$4.49M +$856K +71,584 +28%
Northern Trust
11
Northern Trust
Illinois
$2.75M +$29.1K +2,436 +1%
State Street
12
State Street
Massachusetts
$2.71M +$76.4K +6,388 +3%
ADMI
13
Albert D. Mason Inc
Massachusetts
$2.42M -$16.3K -1,360 -0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.33M +$241K +20,132 +13%
American Century Companies
15
American Century Companies
Missouri
$2.02M +$438K +36,576 +33%
FP
16
Foundry Partners
Minnesota
$1.97M -$30.9K -2,580 -2%
HIM
17
Herald Investment Management
United Kingdom
$1.92M – – –
Victory Capital Management
18
Victory Capital Management
Texas
$1.87M -$1.1K -92 -0.1%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.73M -$430K -35,904 -22%
Morgan Stanley
20
Morgan Stanley
New York
$1.57M +$973K +81,360 +246%
AA
21
Ancora Advisors
Ohio
$1.48M +$147K +12,300 +13%
SWP
22
Significant Wealth Partners
Illinois
$1.15M +$1M +83,780 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.04M -$6.84K -572 -0.7%
PA
24
Pinnacle Associates
New York
$999K +$12.3K +1,032 +1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$963K +$136K +11,344 +19%
1
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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.