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Core Laboratories

346 hedge funds and large institutions have $6.61B invested in Core Laboratories in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 122

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

0% more funds holding

Funds holding: 346346 (0)

0.51% less ownership

Funds ownership: 89.45%88.94% (-0.51%)

17% less capital invested

Capital invested by funds: $7.98B → $6.61B (-$1.37B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

45% less call options, than puts

Call options by funds: $29.5M | Put options by funds: $53.2M

Holders
346
Holders Change
Holders Change %
0%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.23%
New
43
Increased
137
Reduced
122
Closed
42
Calls
$29.5M
Puts
$53.2M
Net Calls
-$23.8M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$640M +$105M +592,444 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M +$11.9M +66,712 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$456M -$6.92M -38,901 -1%
ClearBridge Investments
4
ClearBridge Investments
New York
$433M +$17.9M +100,847 +4%
VAM
5
Vontobel Asset Management
New York
$300M +$147M +827,685 +84%
BAMCO Inc
6
BAMCO Inc
New York
$244M -$50.5M -283,795 -16%
Morgan Stanley
7
Morgan Stanley
New York
$217M +$16.6M +93,365 +8%
WI
8
WHV Investments
California
$174M -$5.52M -31,046 -3%
Jennison Associates
9
Jennison Associates
New York
$161M -$45.6M -256,105 -21%
JSP
10
Jackson Square Partners
California
$141M +$221M +1,243,599 New
Macquarie Group
11
Macquarie Group
Australia
$141M -$109M -615,335 -42%
CWAM
12
Columbia Wanger Asset Management
Illinois
$138M +$20.9M +117,539 +17%
JHIU
13
Janus Henderson Investors US
Colorado
$136M +$19.4M +108,832 +15%
Norges Bank
14
Norges Bank
Norway
$129M +$68.4M +384,759 +100%
WCM Investment Management
15
WCM Investment Management
California
$123M +$36.1M +202,889 +38%
BIT
16
BlackRock Institutional Trust
California
$121M -$3.15M -17,724 -2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$114M +$28.4M +159,687 +30%
American Century Companies
18
American Century Companies
Missouri
$105M +$12.6M +70,653 +13%
CC
19
Capital Counsel
New York
$96.5M +$8.57M +48,165 +9%
Goldman Sachs
20
Goldman Sachs
New York
$85.2M -$834K -4,686 -0.9%
State Street
21
State Street
Massachusetts
$74.8M +$1.54M +8,663 +2%
VanEck Associates
22
VanEck Associates
New York
$67.3M +$12.6M +70,882 +21%
Deutsche Bank
23
Deutsche Bank
Germany
$62.1M -$5.45M -30,633 -8%
DDC
24
DF Dent & Co
Maryland
$58.6M -$991K -5,570 -2%
WRF
25
Waddell & Reed Financial
Kansas
$57.9M -$4.37M -24,538 -7%

CLB Hedge Fund Activity: Q2 2014 in Review

346 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q2 2014, worth a combined $6.61B — down 17% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CLB positions and 42 closed out — a net gain of 1 holder — while 137 added to existing stakes and 122 trimmed.

The largest buyer was Vontobel Asset Management, adding an estimated $147M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $604M sold.

  • 346 institutional investors held Core Laboratories (CLB) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $6.61B of Core Laboratories stock for Q2 2014, down 17% quarter-over-quarter.
  • 43 funds opened new Core Laboratories positions in Q2 2014 and 42 closed out, a net change of +1 holder.
  • The largest Core Laboratories buyer in Q2 2014 was Vontobel Asset Management, an estimated $147M added.
  • The largest Core Laboratories seller in Q2 2014 was Carmignac Gestion, an estimated $604M sold.

Based on aggregated 13F filings for Q2 2014.