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Core Laboratories

174 hedge funds and large institutions have $956M invested in Core Laboratories in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.3M

0.04% more ownership

Funds ownership: 92.51%92.56% (+0.04%)

12% less funds holding

Funds holding: 198174 (-24)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

19% less capital invested

Capital invested by funds: $1.19B → $956M (-$231M)

54% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 41

Holders
174
Holders Change
-24
Holders Change %
-12.12%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
67
Closed
41
Calls
$2.28M
Puts
$1.3M
Net Calls
+$978K
Net Calls Change
+$640K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$85K -$19.2K -735 -16%
Deutsche Bank
127
Deutsche Bank
Germany
$82K +$12K +459 +14%
AIG
128
American International Group
New York
$79K -$4.49K -172 -5%
LC
129
Lindbrook Capital
California
$61K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$56K -$10.1K -389 -13%
FBT
131
First Bank & Trust
South Dakota
$47K -$8.19K -314 -13%
GI
132
Gradient Investments
Minnesota
$27K
HDIM
133
Hanson & Doremus Investment Management
Vermont
$26K
PA
134
Parallel Advisors
California
$19K +$5.11K +196 +30%
S
135
SignatureFD
Georgia
$17K +$287 +11 +1%
TWC
136
TD Waterhouse Canada
Ontario, Canada
$16.5K +$14.6K +558 New
HWM
137
Holloway Wealth Management
Florida
$16K
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$15K
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$15K +$887 +34 +5%
Bessemer Group
140
Bessemer Group
New Jersey
$14K
SWM
141
Spire Wealth Management
Virginia
$14K
QCG
142
Quadrant Capital Group
Ohio
$13K -$2.37K -91 -13%
TH
143
TCTC Holdings
Texas
$13K
AF
144
Advisornet Financial
Minnesota
$11K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$9K -$24.5K -939 -68%
NFG
146
Next Financial Group
Texas
$9K
PO
147
Private Ocean
California
$9K
POIA
148
Pin Oak Investment Advisors
Texas
$8K
CYG
149
Clean Yield Group
Vermont
$6K
GAM
150
Gemmer Asset Management
California
$5K

CLB Hedge Fund Activity: Q4 2021 in Review

174 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q4 2021, worth a combined $956M — down 19% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of CLB and 19 opened new positions — a net loss of 22 holders — while 67 trimmed existing stakes and 55 added.

The largest buyer was Ariel Investments, adding an estimated $92.4M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $52.9M sold.

  • 174 institutional investors held Core Laboratories (CLB) as of Q4 2021, down from 198 in Q3 2021.
  • Funds reported $956M of Core Laboratories stock for Q4 2021, down 19% quarter-over-quarter.
  • 19 funds opened new Core Laboratories positions in Q4 2021 and 41 closed out, a net change of -22 holders.
  • The largest Core Laboratories buyer in Q4 2021 was Ariel Investments, an estimated $92.4M added.
  • The largest Core Laboratories seller in Q4 2021 was Massachusetts Financial Services, an estimated $52.9M sold.

Based on aggregated 13F filings for Q4 2021.