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Core Laboratories

302 hedge funds and large institutions have $6.37B invested in Core Laboratories in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $5.69B → $6.37B (+$678M)

4% more funds holding

Funds holding: 290302 (+12)

1% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $18.4M

0.45% more ownership

Funds ownership: 81.91%82.36% (+0.45%)

13% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 121

Holders
302
Holders Change
+12
Holders Change %
+4.14%
% of All Funds
9.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
33
Increased
105
Reduced
121
Closed
20
Calls
$18.6M
Puts
$18.4M
Net Calls
+$204K
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carmignac Gestion
France
$572M -$9.93M -63,989 -2%
Brown Advisory
2
Brown Advisory
Maryland
$536M -$28.4M -183,053 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$441M +$8.02M +51,672 +2%
ClearBridge Investments
4
ClearBridge Investments
New York
$391M +$969K +6,242 +0.3%
Macquarie Group
5
Macquarie Group
Australia
$298M +$12.6M +81,313 +5%
BAMCO Inc
6
BAMCO Inc
New York
$296M +$22.4K +144 +0%
VAM
7
Vontobel Asset Management
New York
$288M -$21.1M -135,958 -7%
WI
8
WHV Investments
California
$228M -$15.9M -102,133 -7%
Jennison Associates
9
Jennison Associates
New York
$198M -$1.21M -7,811 -0.7%
Artisan Partners
10
Artisan Partners
Wisconsin
$161M -$792K -5,101 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$143M +$20.3M +131,029 +18%
CWAM
12
Columbia Wanger Asset Management
Illinois
$124M +$15.5K +100 +0%
JHIU
13
Janus Henderson Investors US
Colorado
$120M +$44.8M +288,720 +69%
BIT
14
BlackRock Institutional Trust
California
$101M +$18.4M +118,498 +25%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$98.6M +$16.1M +103,780 +22%
American Century Companies
16
American Century Companies
Missouri
$94.3M -$6.86M -44,220 -7%
Goldman Sachs
17
Goldman Sachs
New York
$90.7M +$4.64M +29,917 +6%
CC
18
Capital Counsel
New York
$86.1M +$40.1M +258,284 +103%
SO
19
STRS Ohio
Ohio
$82.8M -$586K -3,773 -0.8%
WCM Investment Management
20
WCM Investment Management
California
$75.8M +$1.01M +6,522 +1%
Norges Bank
21
Norges Bank
Norway
$71.3M -$4.09M -26,344 -6%
CPIM
22
Columbia Partners Investment Management
Virginia
$65.4M -$2.33M -15,026 -4%
State Street
23
State Street
Massachusetts
$62.4M -$2.47M -15,939 -4%
DDC
24
DF Dent & Co
Maryland
$58.5M -$93.8K -604 -0.2%
AII
25
AGF Investments Inc
Ontario, Canada
$55.2M +$1.13M +7,270 +2%

CLB Hedge Fund Activity: Q3 2013 in Review

302 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2013, worth a combined $6.37B — up 12% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CLB positions and 20 closed out — a net gain of 13 holders — while 105 added to existing stakes and 121 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $44.8M. The largest seller was Waddell & Reed Financial, cutting an estimated $34.3M.

  • 302 institutional investors held Core Laboratories (CLB) as of Q3 2013, up from 290 in Q2 2013.
  • Funds reported $6.37B of Core Laboratories stock for Q3 2013, up 12% quarter-over-quarter.
  • 33 funds opened new Core Laboratories positions in Q3 2013 and 20 closed out, a net change of +13 holders.
  • The largest Core Laboratories buyer in Q3 2013 was Janus Henderson Investors US, an estimated $44.8M added.
  • The largest Core Laboratories seller in Q3 2013 was Waddell & Reed Financial, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2013.