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Core Laboratories

351 hedge funds and large institutions have $4.47B invested in Core Laboratories in 2015 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 116

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3.02% more ownership

Funds ownership: 102.01%105.03% (+3%)

0% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $34.3M

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 356351 (-5)

10% less capital invested

Capital invested by funds: $4.97B → $4.47B (-$499M)

Holders
351
Holders Change
-5
Holders Change %
-1.4%
% of All Funds
9.8%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
41
Increased
140
Reduced
116
Closed
44
Calls
$34.5M
Puts
$34.3M
Net Calls
+$137K
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$516M +$1.32M +12,113 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$342M +$22.4M +206,250 +6%
EARNEST Partners
3
EARNEST Partners
Georgia
$257M -$781K -7,183 -0.3%
WCM Investment Management
4
WCM Investment Management
California
$220M +$18.7M +172,255 +8%
WP
5
Wedgewood Partners
Missouri
$217M -$19M -174,502 -7%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$172M +$33M +303,272 +21%
JSP
7
Jackson Square Partners
California
$169M -$4.32M -39,725 -2%
SGA
8
Sustainable Growth Advisers
Connecticut
$108M +$43.1M +396,212 +58%
CWAM
9
Columbia Wanger Asset Management
Illinois
$93.9M +$20.2M +185,857 +25%
Bank of America
10
Bank of America
North Carolina
$87M +$16.1M +147,651 +20%
Morgan Stanley
11
Morgan Stanley
New York
$85.5M -$2.19M -20,157 -2%
Macquarie Group
12
Macquarie Group
Australia
$83.9M -$313K -2,876 -0.3%
WI
13
WHV Investments
California
$83.3M -$6.67M -61,335 -8%
RFC
14
Russell Frank Company
Washington
$80.7M +$6.56M +60,311 +8%
Bessemer Group
15
Bessemer Group
New Jersey
$78.5M -$12.6K -116 -0%
BIT
16
BlackRock Institutional Trust
California
$72M -$1.1M -10,083 -1%
Franklin Resources
17
Franklin Resources
California
$56.9M +$6.32M +58,100 +11%
Wells Fargo
18
Wells Fargo
California
$55.7M +$3.44M +31,607 +6%
Deutsche Bank
19
Deutsche Bank
Germany
$46.9M +$7.53M +69,270 +17%
American Century Companies
20
American Century Companies
Missouri
$45.3M -$9.39M -86,370 -16%
State Street
21
State Street
Massachusetts
$45M +$289K +2,659 +0.6%
Invesco
22
Invesco
Georgia
$44.9M +$16.2M +149,262 +50%
Northern Trust
23
Northern Trust
Illinois
$42.5M +$1.33M +12,204 +3%
PP
24
Prudential plc
United Kingdom
$39.9M +$10.9M +100,000 +33%
BAMCO Inc
25
BAMCO Inc
New York
$38.2M -$25.6M -235,381 -38%

CLB Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2015, worth a combined $4.47B — down 10% from $4.97B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of CLB and 41 opened new positions — a net loss of 3 holders — while 116 trimmed existing stakes and 140 added.

The largest buyer was Sustainable Growth Advisers, adding an estimated $43.1M. The largest seller was Atlanta Capital Management, exiting entirely with an estimated $31.7M sold.

  • 351 institutional investors held Core Laboratories (CLB) as of Q3 2015, down from 356 in Q2 2015.
  • Funds reported $4.47B of Core Laboratories stock for Q3 2015, down 10% quarter-over-quarter.
  • 41 funds opened new Core Laboratories positions in Q3 2015 and 44 closed out, a net change of -3 holders.
  • The largest Core Laboratories buyer in Q3 2015 was Sustainable Growth Advisers, an estimated $43.1M added.
  • The largest Core Laboratories seller in Q3 2015 was Atlanta Capital Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q3 2015.