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Core Laboratories

365 hedge funds and large institutions have $5.01B invested in Core Laboratories in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 128 increasing their positions, 126 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $41.1M

2% more capital invested

Capital invested by funds: $4.91B → $5.01B (+$95.4M)

2% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 126

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.81% less ownership

Funds ownership: 105.42%104.6% (-0.81%)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

2% less funds holding

Funds holding: 371365 (-6)

Holders
365
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
9.73%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
45
Increased
128
Reduced
126
Closed
48
Calls
$68.3M
Puts
$41.1M
Net Calls
+$27.2M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
301
Prentiss Smith & Co
Vermont
$112K
SO
302
STRS Ohio
Ohio
$110K +$5.3K +51 +5%
HNB
303
Huntington National Bank
Ohio
$106K +$106K +1,018 New
MSV
304
MN Services Vermogensbeheer
Netherlands
$104K +$110K +1,055 New
DekaBank Deutsche Girozentrale
305
DekaBank Deutsche Girozentrale
Germany
$103K -$1.09M -10,500 -92%
LWM
306
Lenox Wealth Management
Ohio
$96K -$25.7K -247 -22%
ASN
307
Advisory Services Network
Georgia
$93K
Loomis, Sayles & Company
308
Loomis, Sayles & Company
Massachusetts
$92K +$42.3K +407 +99%
Axa
309
Axa
France
$81K
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
$78K -$80.3K -773 -53%
BL
311
Balentine LLC
Georgia
$70K
AAM
312
Advisors Asset Management
Colorado
$65K -$43K -414 -42%
MFS
313
MSI Financial Services
Massachusetts
$63K -$416 -4 -0.7%
MFW
314
Mosaic Family Wealth
Missouri
$53K +$208 +2 +0.4%
PAM
315
Panagora Asset Management
Massachusetts
$48K -$2.49K -24 -5%
WA
316
WFG Advisors
Texas
$45K -$62.3K -600 -60%
TCOV
317
Trust Company of Vermont
Vermont
$39K -$2.08K -20 -5%
Lazard Asset Management
318
Lazard Asset Management
New York
$39K +$36.9K +355 New
TRCT
319
Tower Research Capital (TRC)
New York
$38K -$163K -1,572 -82%
OPERF
320
Oregon Public Employees Retirement Fund
Oregon
$34K
MAM
321
Mizuho Asset Management
Japan
$33K -$21.2K -204 -39%
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$3.33K +32 +13%
TDC
323
Thompson Davis & Co
Virginia
$31K -$4.67K -45 -14%
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$29K
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$26K +$24.1K +232 New

CLB Hedge Fund Activity: Q1 2016 in Review

365 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q1 2016, worth a combined $5.01B — up 1.9% from $4.91B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of CLB and 45 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 128 added.

The largest buyer was Epoch Investment Partners, adding an estimated $98.7M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $72.7M.

  • 365 institutional investors held Core Laboratories (CLB) as of Q1 2016, down from 371 in Q4 2015.
  • Funds reported $5.01B of Core Laboratories stock for Q1 2016, up 1.9% quarter-over-quarter.
  • 45 funds opened new Core Laboratories positions in Q1 2016 and 48 closed out, a net change of -3 holders.
  • The largest Core Laboratories buyer in Q1 2016 was Epoch Investment Partners, an estimated $98.7M added.
  • The largest Core Laboratories seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $72.7M sold.

Based on aggregated 13F filings for Q1 2016.