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Core Laboratories
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Overview Fund Activity

178 hedge funds and large institutions have $1.16B invested in Core Laboratories in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 8 closing their positions.

Holders
178
Holders Change
+14
Holders Change %
+8.54%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
56
Reduced
66
Closed
8
Calls
$1.01M
Puts
$255K
Net Calls
+$755K
Net Calls Change
-$568K

Top Buyers

1
LP
1
LMR Partners
United Kingdom
$10.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$14.9M
3
State Street
3
State Street
Massachusetts
$49.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.5M
5
CAM
5
Congress Asset Management
Massachusetts
$27M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$31.9M
2
AI
2
Ariel Investments
Illinois
$218M
3
BlackRock
3
BlackRock
New York
$186M
4
SC
4
Sagefield Capital
Texas
$0
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$12K 500 – –
PO
152
Private Ocean
California
$10.1K 420 – –
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$10K 433 +15 +4%
RL
154
Rogco LP
Oklahoma
$9.36K 390 +390 New
POIA
155
Pin Oak Investment Advisors
Texas
$9K 372 – –
SS
156
Sunbelt Securities
Texas
$8.33K 347 +53 +18%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$5.73K 213 -20 -9%
MHR
158
Matthew Hamilton Rosenberg
$4.99K 208 – –
CA
159
Clearstead Advisors
Ohio
$4.9K 204 +204 New
MFT
160
Moisand Fitzgerald Tamayo
Florida
$4.32K 180 – –
LFA
161
LGT Financial Advisors
Texas
$4.11K 171 +171 New
GRP
162
Global Retirement Partners
California
$3.82K 171 – –
EWA
163
EverSource Wealth Advisors
Alabama
$2.91K 121 +19 +19%
CIA
164
Cape Investment Advisory
Georgia
$2.86K 119 – –
FCA
165
FinTrust Capital Advisors
South Carolina
$2.47K 103 -155 -60%
WT
166
Washington Trust
Rhode Island
$2.35K 98 +98 New
CWC
167
Carolinas Wealth Consulting
North Carolina
$2.31K 108 +24 +29%
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$2.19K 91 -40 -31%
Barrow, Hanley, Mewhinney & Strauss
169
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.07K 86 +86 New
Bessemer Group
170
Bessemer Group
New Jersey
$2K 102 – –
FHA
171
First Horizon Advisors
Tennessee
$1.59K 66 – –
AIM
172
Arcadia Investment Management
Michigan
$1.2K 50 – –
BAAM
173
Baker Avenue Asset Management
California
$1.18K 49 – –
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$1.06K 44 -3 -6%
ECM
175
Everence Capital Management
Indiana
$1.01K 42,210 -9,650 -19%
4 5 6
7
8