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Core Laboratories

162 hedge funds and large institutions have $920M invested in Core Laboratories in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $615M → $920M (+$305M)

22% more call options, than puts

Call options by funds: $638K | Put options by funds: $524K

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.78% more ownership

Funds ownership: 98.34%99.12% (+0.78%)

0% more funds holding

Funds holding: 162162 (0)

Holders
162
Holders Change
Holders Change %
0%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
57
Reduced
55
Closed
20
Calls
$638K
Puts
$524K
Net Calls
+$114K
Net Calls Change
+$506K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.68M -$7.62K -393 -0.1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.16M +$317K +16,376 +7%
LP
28
LMR Partners
United Kingdom
$4.53M +$4.33M +223,311 New
Northern Trust
29
Northern Trust
Illinois
$4.12M +$221K +11,392 +6%
Citadel Advisors
30
Citadel Advisors
Florida
$4.03M -$1.14M -58,736 -23%
DLA
31
Douglas Lane & Associates
New York
$4M -$6.98M -360,204 -65%
CIM
32
Confluence Investment Management
Missouri
$3.96M -$753K -38,836 -17%
GJL
33
Gendell Jeffrey L
$3.9M +$3.73M +192,586 New
Fisher Asset Management
34
Fisher Asset Management
Washington
$3.85M +$2.25K +116 +0.1%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$3.82M -$22.6K -1,166 -0.6%
CAMG
36
CWA Asset Management Group
Florida
$2.63M +$2.52M +129,772 New
Natixis Advisors
37
Natixis Advisors
Massachusetts
$2.62M -$27.4K -1,416 -1%
Legal & General Group
38
Legal & General Group
United Kingdom
$2.59M +$50.2K +2,588 +2%
HL
39
Harding Loevner
New Jersey
$2.42M -$70.5K -3,635 -3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.27M +$46.5K +2,400 +2%
CWM
41
Congress Wealth Management
Massachusetts
$2.16M -$307K -15,823 -13%
Goldman Sachs
42
Goldman Sachs
New York
$1.92M -$543K -27,991 -23%
AP
43
Advisors Preferred
Maryland
$1.79M +$1.61M +83,005 +754%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.72M
CS
45
Credit Suisse
Switzerland
$1.54M +$288K +14,852 +24%
MC
46
Moors & Cabot
Massachusetts
$1.53M +$23.5K +1,210 +2%
CM
47
CoreCommodity Management
Connecticut
$1.51M +$1.44M +74,364 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.41M +$6.47K +334 +0.5%
MAA
49
Mraz Amerine & Associates
California
$1.37M -$121K -6,242 -8%
Wells Fargo
50
Wells Fargo
California
$1.25M +$114K +5,874 +11%

CLB Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q4 2022, worth a combined $920M — up 50% from $615M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CLB positions and 20 closed out — a net gain of 4 holders — while 57 added to existing stakes and 55 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $14.3M. The largest seller was Douglas Lane & Associates, cutting an estimated $6.98M.

  • 162 institutional investors held Core Laboratories (CLB) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $920M of Core Laboratories stock for Q4 2022, up 50% quarter-over-quarter.
  • 24 funds opened new Core Laboratories positions in Q4 2022 and 20 closed out, a net change of +4 holders.
  • The largest Core Laboratories buyer in Q4 2022 was Royce & Associates, an estimated $14.3M added.
  • The largest Core Laboratories seller in Q4 2022 was Douglas Lane & Associates, an estimated $6.98M sold.

Based on aggregated 13F filings for Q4 2022.