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Core Laboratories

347 hedge funds and large institutions have $4.74B invested in Core Laboratories in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

48% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 97

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

4.27% more ownership

Funds ownership: 100.88%105.15% (+4.3%)

1% more funds holding

Funds holding: 345347 (+2)

11% less capital invested

Capital invested by funds: $5.32B → $4.74B (-$580M)

69% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $88.3M

Holders
347
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
9.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
59
Increased
144
Reduced
97
Closed
53
Calls
$27.5M
Puts
$88.3M
Net Calls
-$60.7M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$530M +$74.7M +701,389 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M +$21.3M +200,217 +7%
EARNEST Partners
3
EARNEST Partners
Georgia
$265M -$14.4M -135,392 -5%
WP
4
Wedgewood Partners
Missouri
$264M +$32.8M +307,944 +14%
JSP
5
Jackson Square Partners
California
$231M +$33.2M +311,988 +16%
WCM Investment Management
6
WCM Investment Management
California
$153M +$25.4M +238,881 +20%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$150M +$91.5M +859,166 +149%
Macquarie Group
8
Macquarie Group
Australia
$119M +$8.35M +78,412 +7%
Morgan Stanley
9
Morgan Stanley
New York
$94.3M -$4.56M -42,847 -5%
WI
10
WHV Investments
California
$90.6M -$7.26M -68,123 -7%
Bessemer Group
11
Bessemer Group
New Jersey
$82.2M +$32M +300,000 +62%
Bank of America
12
Bank of America
North Carolina
$80.6M +$20.1M +188,854 +32%
BAMCO Inc
13
BAMCO Inc
New York
$79M -$44.8M -420,376 -36%
BIT
14
BlackRock Institutional Trust
California
$78.5M +$4.54M +42,648 +6%
CWAM
15
Columbia Wanger Asset Management
Illinois
$76.6M -$8.85M -83,040 -10%
VanEck Associates
16
VanEck Associates
New York
$70.4M +$4.69M +43,982 +7%
Wells Fargo
17
Wells Fargo
California
$62.8M +$36.8M +345,225 +135%
RFC
18
Russell Frank Company
Washington
$61.2M +$12.2M +114,653 +24%
CGI
19
Comgest Global Investors
France
$60.4M -$3.3M -30,951 -5%
DDC
20
DF Dent & Co
Maryland
$56.6M -$2.26M -21,216 -4%
American Century Companies
21
American Century Companies
Missouri
$55.9M +$6.95M +65,200 +14%
Invesco
22
Invesco
Georgia
$49.3M +$35.9M +336,759 +249%
Renaissance Technologies
23
Renaissance Technologies
New York
$49.3M +$34.7M +325,500 +223%
SGA
24
Sustainable Growth Advisers
Connecticut
$48.6M +$22.9M +215,253 +86%
Deutsche Bank
25
Deutsche Bank
Germany
$46.8M +$11.6M +108,436 +32%

CLB Hedge Fund Activity: Q1 2015 in Review

347 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q1 2015, worth a combined $4.74B — down 11% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CLB positions and 53 closed out — a net gain of 6 holders — while 144 added to existing stakes and 97 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $91.5M. The largest seller was Brown Advisory, cutting an estimated $357M.

  • 347 institutional investors held Core Laboratories (CLB) as of Q1 2015, up from 345 in Q4 2014.
  • Funds reported $4.74B of Core Laboratories stock for Q1 2015, down 11% quarter-over-quarter.
  • 59 funds opened new Core Laboratories positions in Q1 2015 and 53 closed out, a net change of +6 holders.
  • The largest Core Laboratories buyer in Q1 2015 was Kayne Anderson Rudnick Investment Management, an estimated $91.5M added.
  • The largest Core Laboratories seller in Q1 2015 was Brown Advisory, an estimated $357M sold.

Based on aggregated 13F filings for Q1 2015.