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Core Laboratories

344 hedge funds and large institutions have $5.98B invested in Core Laboratories in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 113

2.79% more ownership

Funds ownership: 88.94%91.73% (+2.8%)

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

1% less funds holding

Funds holding: 346344 (-2)

10% less capital invested

Capital invested by funds: $6.61B → $5.98B (-$633M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

45% less call options, than puts

Call options by funds: $34.4M | Put options by funds: $62.3M

Holders
344
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
9.98%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
44
Increased
131
Reduced
113
Closed
41
Calls
$34.4M
Puts
$62.3M
Net Calls
-$27.9M
Net Calls Change
-$4.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$527M -$35.2M -227,993 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M -$1.23M -7,992 -0.3%
ClearBridge Investments
3
ClearBridge Investments
New York
$390M +$10.7M +69,151 +3%
EARNEST Partners
4
EARNEST Partners
Georgia
$387M -$13.7M -88,711 -3%
VAM
5
Vontobel Asset Management
New York
$281M +$14.9M +96,217 +5%
JSP
6
Jackson Square Partners
California
$216M +$35.5M +230,285 +19%
BAMCO Inc
7
BAMCO Inc
New York
$209M -$5.01M -32,484 -2%
Morgan Stanley
8
Morgan Stanley
New York
$158M -$33.5M -217,126 -17%
WCM Investment Management
9
WCM Investment Management
California
$151M +$44.7M +289,556 +39%
WI
10
WHV Investments
California
$146M -$6.36M -41,222 -4%
Jennison Associates
11
Jennison Associates
New York
$139M -$2.52M -16,296 -2%
Macquarie Group
12
Macquarie Group
Australia
$137M +$14.5M +94,095 +11%
CWAM
13
Columbia Wanger Asset Management
Illinois
$121M -$323K -2,090 -0.3%
Goldman Sachs
14
Goldman Sachs
New York
$103M +$30.2M +195,902 +38%
BIT
15
BlackRock Institutional Trust
California
$103M -$3.63M -23,528 -3%
DDC
16
DF Dent & Co
Maryland
$87.7M +$38.3M +248,396 +71%
Deutsche Bank
17
Deutsche Bank
Germany
$87.6M +$35M +226,721 +61%
T
18
TOBAM
France
$82.5M +$50M +323,958 +135%
CC
19
Capital Counsel
New York
$81.5M -$3.23M -20,900 -4%
JHIU
20
Janus Henderson Investors US
Colorado
$77.6M -$43.7M -282,961 -35%
American Century Companies
21
American Century Companies
Missouri
$72.3M -$20.5M -132,635 -21%
State Street
22
State Street
Massachusetts
$63.4M -$2.26M -14,610 -3%
VanEck Associates
23
VanEck Associates
New York
$62.4M +$3.63M +23,533 +6%
Norges Bank
24
Norges Bank
Norway
$56.3M -$59.4M -384,759 -50%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$53.3M -$49.4M -319,766 -47%

CLB Hedge Fund Activity: Q3 2014 in Review

344 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2014, worth a combined $5.98B — down 9.6% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CLB positions and 41 closed out — a net gain of 3 holders — while 131 added to existing stakes and 113 trimmed.

The largest buyer was Russell Frank Company, adding an estimated $53.5M. The largest seller was Norges Bank, cutting an estimated $59.4M.

  • 344 institutional investors held Core Laboratories (CLB) as of Q3 2014, down from 346 in Q2 2014.
  • Funds reported $5.98B of Core Laboratories stock for Q3 2014, down 9.6% quarter-over-quarter.
  • 44 funds opened new Core Laboratories positions in Q3 2014 and 41 closed out, a net change of +3 holders.
  • The largest Core Laboratories buyer in Q3 2014 was Russell Frank Company, an estimated $53.5M added.
  • The largest Core Laboratories seller in Q3 2014 was Norges Bank, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2014.