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Climb Global Solutions
CLMB

105 hedge funds and large institutions have $250M invested in Climb Global Solutions in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

60% more capital invested

Capital invested by funds: $157M → $250M (+$93.5M)

28% more funds holding

Funds holding: 82 → 105 (+23)

1.15% more ownership

Funds ownership: 218.17% → 219.32% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
29
Increased
31
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$5.94M
2
DLP
De Lisle Partners
United Kingdom
+$3.02M
3
RA
Royce & Associates
New York
+$2.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.58M
5
BlackRock
BlackRock
New York
+$1.22M

Top Sellers

1
CSC
Cove Street Capital
California
-$4.66M
2
TCM
Tieton Capital Management
Washington
-$3.29M
3
WA
Wasatch Advisors
Utah
-$3.19M
4
American Century Companies
American Century Companies
Missouri
-$2.59M
5
ADMI
Albert D. Mason Inc
Massachusetts
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$31.1M +$1.22M +61,064 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.6M -$308K -15,416 -2%
PAIM
3
Punch & Associates Investment Management
Minnesota
$20M -$1.42M -71,172 -8%
DLP
4
De Lisle Partners
United Kingdom
$19.3M +$3.02M +150,988 +24%
Renaissance Technologies
5
Renaissance Technologies
New York
$18.8M +$536K +26,800 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14.1M -$606K -30,284 -5%
WA
7
Wasatch Advisors
Utah
$12.1M -$3.19M -159,316 -25%
BAM
8
Ballast Asset Management
Texas
$9.55M -$122K -6,084 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.17M +$70.5K +3,524 +1%
Invesco
10
Invesco
Georgia
$8.5M +$5.94M +296,988 +669%
TCM
11
Tieton Capital Management
Washington
$8.16M -$3.29M -164,540 -33%
CL
12
Choreo LLC
Illinois
$7.21M +$175K +8,748 +3%
State Street
13
State Street
Massachusetts
$6.24M +$559K +27,916 +13%
Northern Trust
14
Northern Trust
Illinois
$4.84M +$88.4K +4,420 +2%
HIM
15
Herald Investment Management
United Kingdom
$3.96M – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.75M -$185K -9,248 -6%
RA
17
Royce & Associates
New York
$3.58M +$2.18M +109,016 +315%
FP
18
Foundry Partners
Minnesota
$3.55M +$26.4K +1,320 +0.9%
CSC
19
Cove Street Capital
California
$2.75M -$4.66M -232,968 -68%
Victory Capital Management
20
Victory Capital Management
Texas
$2.65M -$50.2K -2,508 -2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.29M +$277K +13,852 +18%
AA
22
Ancora Advisors
Ohio
$2.07M -$186K -9,280 -10%
Citadel Advisors
23
Citadel Advisors
Florida
$1.97M +$1.58M +79,060 New
ADMI
24
Albert D. Mason Inc
Massachusetts
$1.75M -$2.03M -101,360 -59%
Morgan Stanley
25
Morgan Stanley
New York
$1.49M +$379K +18,944 +46%
1
2 3 4 5

CLMB Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Climb Global Solutions (CLMB) for Q3 2024, worth a combined $250M — up 60% from $157M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLMB positions and 6 closed out — a net gain of 23 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was Invesco, adding an estimated $5.94M. The largest seller was Cove Street Capital, cutting an estimated $4.66M.

  • 105 institutional investors held Climb Global Solutions (CLMB) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $250M of Climb Global Solutions stock for Q3 2024, up 60% quarter-over-quarter.
  • 29 funds opened new Climb Global Solutions positions in Q3 2024 and 6 closed out, a net change of +23 holders.
  • The largest Climb Global Solutions buyer in Q3 2024 was Invesco, an estimated $5.94M added.
  • The largest Climb Global Solutions seller in Q3 2024 was Cove Street Capital, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2024.