We are live on ! Find out more
CLB icon

Core Laboratories
CLB

209 hedge funds and large institutions have $880M invested in Core Laboratories in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

53% more call options, than puts

Call options by funds: $279K | Put options by funds: $182K

9% more funds holding

Funds holding: 191 → 209 (+18)

0.59% less ownership

Funds ownership: 108.81% → 108.22% (-0.59%)

7% less capital invested

Capital invested by funds: $946M → $880M (-$66.3M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
58
Reduced
73
Closed
17
Calls
$279K
Puts
$182K
Net Calls
+$97K
Net Calls Change
-$2.04M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.75M
2
BlackRock
BlackRock
New York
+$2.66M
3
RHJA
Rice Hall James & Associates
California
+$2.18M
4
Goldman Sachs
Goldman Sachs
New York
+$1.67M
5
Northern Trust
Northern Trust
Illinois
+$1.51M

Top Sellers

1
AI
Ariel Investments
Illinois
-$7.96M
2
Ameriprise
Ameriprise
Minnesota
-$4.27M
3
DGI
Disciplined Growth Investors
Minnesota
-$2.89M
4
Bank of America
Bank of America
North Carolina
-$2.41M
5
Morgan Stanley
Morgan Stanley
New York
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
176
Principal Securities
Iowa
$4.31K -$347 -18 -7%
CIA
177
Cape Investment Advisory
Georgia
$2.98K – – –
RIL
178
Rothschild Investment LLC
Illinois
$2.94K – – –
AAP
179
Arax Advisory Partners
Colorado
$2.86K – – –
EWA
180
EverSource Wealth Advisors
Alabama
$2.84K +$598 +31 +23%
CPG
181
Cornerstone Planning Group
New Jersey
$2.74K -$1K -52 -27%
TCOV
182
Trust Company of Vermont
Vermont
$2.51K – – –
LDB
183
Lee, Danner & Bass
Tennessee
$1.73K +$1.93K +100 New
WT
184
Washington Trust
Rhode Island
$1.7K – – –
CWC
185
Carolinas Wealth Consulting
North Carolina
$1.61K -$289 -15 -14%
LFA
186
Legend Financial Advisors
Pennsylvania
$1.47K +$1.64K +85 New
MFT
187
Moisand Fitzgerald Tamayo
Florida
$1.35K – – –
PWMG
188
Private Wealth Management Group
New Jersey
$1.32K – – –
LFG
189
Larson Financial Group
Missouri
$1.04K +$193 +10 +20%
CFB
190
Cullen/Frost Bankers
Texas
$969 +$1.08K +56 New
SWM
191
Spire Wealth Management
Virginia
$917 +$1.02K +53 New
SCM
192
Sterling Capital Management
North Carolina
$831 – – –
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$692 -$77 -4 -9%
Group One Trading
194
Group One Trading
Illinois
$658 – – –
VHAM
195
Van Hulzen Asset Management
California
$658 +$733 +38 New
S
196
Sachetta
Massachusetts
$554 – – –
SPIA
197
Steward Partners Investment Advisory
New York
$502 +$560 +29 New
FFO
198
Fortitude Family Office
Arizona
$467 – – –
MWA
199
Medallion Wealth Advisors
Connecticut
$450 +$579 +30 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$364 – – –
5 6 7
8
9

CLB Hedge Fund Activity: Q4 2024 in Review

209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q4 2024, worth a combined $880M — down 7% from $946M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CLB positions and 17 closed out — a net gain of 21 holders — while 58 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $6.75M. The largest seller was Ariel Investments, cutting an estimated $7.96M.

  • 209 institutional investors held Core Laboratories (CLB) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $880M of Core Laboratories stock for Q4 2024, down 7% quarter-over-quarter.
  • 38 funds opened new Core Laboratories positions in Q4 2024 and 17 closed out, a net change of +21 holders.
  • The largest Core Laboratories buyer in Q4 2024 was UBS Group, an estimated $6.75M added.
  • The largest Core Laboratories seller in Q4 2024 was Ariel Investments, an estimated $7.96M sold.

Based on aggregated 13F filings for Q4 2024.