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Climb Global Solutions
CLMB

75 hedge funds and large institutions have $170M invested in Climb Global Solutions in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $125M → $170M (+$45.3M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11.51% more ownership

Funds ownership: 199.25% → 210.76% (+12%)

10% more funds holding

Funds holding: 68 → 75 (+7)

31% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 32

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
11
Increased
22
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Wasatch Advisors
Utah
+$2.59M
2
EI
EAM Investors
California
+$747K
3
American Century Companies
American Century Companies
Missouri
+$685K
4
BAM
Ballast Asset Management
Texas
+$542K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$448K

Top Sellers

1
CSC
Cove Street Capital
California
-$2.15M
2
SWP
Significant Wealth Partners
Illinois
-$1.15M
3
Morgan Stanley
Morgan Stanley
New York
-$1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$679K
5
BlackRock
BlackRock
New York
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$20.7M -$470K -31,240 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.9M +$448K +29,788 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.9M -$211K -14,000 -2%
PAIM
4
Punch & Associates Investment Management
Minnesota
$11.5M -$37.2K -2,472 -0.4%
CSC
5
Cove Street Capital
California
$11M -$2.15M -142,976 -19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.8M -$394K -26,196 -4%
DLP
7
De Lisle Partners
United Kingdom
$10.8M +$9.27M +616,240 New
WA
8
Wasatch Advisors
Utah
$10.4M +$2.59M +172,380 +42%
TCM
9
Tieton Capital Management
Washington
$8.81M +$50.9K +3,380 +0.7%
BAM
10
Ballast Asset Management
Texas
$6.44M +$542K +36,000 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.21M +$92.7K +6,160 +2%
State Street
12
State Street
Massachusetts
$3.78M +$239K +15,864 +8%
Northern Trust
13
Northern Trust
Illinois
$3.51M -$35.8K -2,376 -1%
American Century Companies
14
American Century Companies
Missouri
$3.42M +$685K +45,508 +31%
ADMI
15
Albert D. Mason Inc
Massachusetts
$3.14M +$14K +932 +0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.77M -$205K -13,608 -8%
HIM
17
Herald Investment Management
United Kingdom
$2.68M +$231K +15,364 +11%
FP
18
Foundry Partners
Minnesota
$2.54M -$6.02K -400 -0.3%
Victory Capital Management
19
Victory Capital Management
Texas
$2.1M -$262K -17,404 -13%
AA
20
Ancora Advisors
Ohio
$1.99M +$68.6K +4,560 +4%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.43M -$679K -45,108 -36%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.34M +$79.6K +5,292 +8%
PA
23
Pinnacle Associates
New York
$1.13M -$138K -9,192 -13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.05M -$250K -16,620 -22%
BCM
25
Bridgeway Capital Management
Texas
$900K – – –
1
2 3 4

CLMB Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q1 2024, worth a combined $170M — up 36% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CLMB positions and 4 closed out — a net gain of 7 holders — while 22 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $2.59M. The largest seller was Cove Street Capital, cutting an estimated $2.15M.

  • 75 institutional investors held Climb Global Solutions (CLMB) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $170M of Climb Global Solutions stock for Q1 2024, up 36% quarter-over-quarter.
  • 11 funds opened new Climb Global Solutions positions in Q1 2024 and 4 closed out, a net change of +7 holders.
  • The largest Climb Global Solutions buyer in Q1 2024 was Wasatch Advisors, an estimated $2.59M added.
  • The largest Climb Global Solutions seller in Q1 2024 was Cove Street Capital, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2024.