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Core Laboratories

346 hedge funds and large institutions have $7.98B invested in Core Laboratories in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 141 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 117

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

6% more capital invested

Capital invested by funds: $7.51B → $7.98B (+$470M)

2.82% more ownership

Funds ownership: 86.63%89.45% (+2.8%)

0% more funds holding

Funds holding: 345346 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

70% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $40.8M

Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
9.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
40
Increased
141
Reduced
117
Closed
34
Calls
$12.2M
Puts
$40.8M
Net Calls
-$28.7M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$643M +$8.99M +47,639 +1%
CG
2
Carmignac Gestion
France
$604M -$17.4M -92,397 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$555M +$12.7M +67,157 +2%
EARNEST Partners
4
EARNEST Partners
Georgia
$550M -$16.9M -89,488 -3%
ClearBridge Investments
5
ClearBridge Investments
New York
$495M +$2M +10,605 +0.4%
BAMCO Inc
6
BAMCO Inc
New York
$346M +$20.4K +108 +0%
Macquarie Group
7
Macquarie Group
Australia
$289M -$12.1M -64,244 -4%
Jennison Associates
8
Jennison Associates
New York
$242M +$11.2M +59,576 +5%
Morgan Stanley
9
Morgan Stanley
New York
$239M +$37.5M +198,824 +20%
WI
10
WHV Investments
California
$213M -$25.1M -133,105 -11%
VAM
11
Vontobel Asset Management
New York
$194M -$29.3M -155,040 -14%
BIT
12
BlackRock Institutional Trust
California
$147M +$3.32M +17,604 +2%
CWAM
13
Columbia Wanger Asset Management
Illinois
$141M -$1.56M -8,244 -1%
JHIU
14
Janus Henderson Investors US
Colorado
$140M +$6.69M +35,457 +5%
American Century Companies
15
American Century Companies
Missouri
$110M +$1.25M +6,642 +1%
WCM Investment Management
16
WCM Investment Management
California
$106M +$3.08M +16,344 +3%
CC
17
Capital Counsel
New York
$105M +$6.23M +32,999 +7%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$104M +$75.3M +398,766 +317%
Goldman Sachs
19
Goldman Sachs
New York
$102M +$8.66M +45,905 +10%
State Street
20
State Street
Massachusetts
$87.2M +$10M +53,119 +14%
Deutsche Bank
21
Deutsche Bank
Germany
$79.8M +$42.7M +226,042 +128%
Norges Bank
22
Norges Bank
Norway
$76.4M -$3.77M -19,968 -5%
WRF
23
Waddell & Reed Financial
Kansas
$73.6M +$12.5M +66,218 +22%
DDC
24
DF Dent & Co
Maryland
$70.7M +$408K +2,159 +0.6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$70.3M +$13.4M +71,200 +25%

CLB Hedge Fund Activity: Q1 2014 in Review

346 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q1 2014, worth a combined $7.98B — up 6.3% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CLB positions and 34 closed out — a net gain of 6 holders — while 141 added to existing stakes and 117 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $75.3M. The largest seller was Artisan Partners, cutting an estimated $53.4M.

  • 346 institutional investors held Core Laboratories (CLB) as of Q1 2014, up from 345 in Q4 2013.
  • Funds reported $7.98B of Core Laboratories stock for Q1 2014, up 6.3% quarter-over-quarter.
  • 40 funds opened new Core Laboratories positions in Q1 2014 and 34 closed out, a net change of +6 holders.
  • The largest Core Laboratories buyer in Q1 2014 was T. Rowe Price Associates, an estimated $75.3M added.
  • The largest Core Laboratories seller in Q1 2014 was Artisan Partners, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2014.