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Core Laboratories

195 hedge funds and large institutions have $1.78B invested in Core Laboratories in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $3.06M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.24B → $1.78B (+$537M)

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

7% more funds holding

Funds holding: 183195 (+12)

5.53% more ownership

Funds ownership: 93.09%98.62% (+5.5%)

Holders
195
Holders Change
+12
Holders Change %
+6.56%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
68
Reduced
56
Closed
23
Calls
$6.58M
Puts
$3.06M
Net Calls
+$3.52M
Net Calls Change
-$416K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
Holloway Wealth Management
Florida
$27K
S
152
SignatureFD
Georgia
$27K
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$26K -$4.45K -124 -16%
PA
154
Parallel Advisors
California
$26K
QCG
155
Quadrant Capital Group
Ohio
$26K
SWM
156
Spire Wealth Management
Virginia
$24K -$753 -21 -3%
Bessemer Group
157
Bessemer Group
New Jersey
$24K
TH
158
TCTC Holdings
Texas
$23K
AIM
159
Arcadia Investment Management
Michigan
$22K -$3.55K -99 -15%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$22K +$36 +1 +0.2%
AWA
161
Arkadios Wealth Advisors
Georgia
$22K +$20.8K +580 New
AF
162
Advisornet Financial
Minnesota
$19K
HDIM
163
Hanson & Doremus Investment Management
Vermont
$18K
PO
164
Private Ocean
California
$16K
NFG
165
Next Financial Group
Texas
$15K -$4.98K -139 -26%
CFA
166
Carroll Financial Associates
North Carolina
$15K
SWA
167
Sutton Wealth Advisors
Florida
$14.8K +$13.7K +381 New
POIA
168
Pin Oak Investment Advisors
Texas
$14K
SAM
169
Storebrand Asset Management
Norway
$11.7K
LWCFA
170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$9.86K +275 New
CYG
171
Clean Yield Group
Vermont
$10K +$9.39K +262 New
Macquarie Group
172
Macquarie Group
Australia
$9K -$6.28M -175,284 -100%
GAM
173
Gemmer Asset Management
California
$9K
MAM
174
Meeder Asset Management
Ohio
$9K +$3.8K +106 +88%
MHR
175
Matthew Hamilton Rosenberg
$8K