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Climb Global Solutions
CLMB

Overview Fund Activity

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.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1%
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
1
Wasatch Advisors
Utah
$5.66M
2
TCM
2
Tieton Capital Management
Washington
$6.77M
3
SWP
3
Significant Wealth Partners
Illinois
$1.15M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.57M
5
BAM
5
Ballast Asset Management
Texas
$4.49M

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$243K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.2M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.73M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
CSC
5
Cove Street Capital
California
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$16.5M 300,543 +9,053 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.9M 216,460 +4,974 +2%
CSC
3
Cove Street Capital
California
$10.5M 191,168 -7,934 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.2M 185,896 -9,792 -5%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.94M 162,968 -5,998 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.73M 159,266 -2,141 -1%
TCM
7
Tieton Capital Management
Washington
$6.77M 123,404 +30,248 +32%
WA
8
Wasatch Advisors
Utah
$5.66M 103,203 +97,873 +1,836%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.72M 86,043 +2,837 +3%
BAM
10
Ballast Asset Management
Texas
$4.49M 81,896 +17,896 +28%
Northern Trust
11
Northern Trust
Illinois
$2.75M 50,128 +609 +1%
State Street
12
State Street
Massachusetts
$2.71M 49,385 +1,597 +3%
ADMI
13
Albert D. Mason Inc
Massachusetts
$2.42M 44,070 -340 -0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.33M 42,437 +5,033 +13%
American Century Companies
15
American Century Companies
Missouri
$2.02M 36,887 +9,144 +33%
FP
16
Foundry Partners
Minnesota
$1.97M 35,895 -645 -2%
HIM
17
Herald Investment Management
United Kingdom
$1.92M 35,000 – –
Victory Capital Management
18
Victory Capital Management
Texas
$1.87M 34,027 -23 -0.1%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.73M 31,543 -8,976 -22%
Morgan Stanley
20
Morgan Stanley
New York
$1.57M 28,624 +20,340 +246%
AA
21
Ancora Advisors
Ohio
$1.48M 26,961 +3,075 +13%
SWP
22
Significant Wealth Partners
Illinois
$1.15M 20,945 +20,945 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.04M 18,967 -143 -0.7%
PA
24
Pinnacle Associates
New York
$999K 18,221 +258 +1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$963K 17,559 +2,836 +19%
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