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Core Laboratories

371 hedge funds and large institutions have $4.91B invested in Core Laboratories in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 110 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $33M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $4.47B → $4.91B (+$440M)

6% more funds holding

Funds holding: 351371 (+20)

0.39% more ownership

Funds ownership: 105.03%105.42% (+0.39%)

22% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 141

Holders
371
Holders Change
+20
Holders Change %
+5.7%
% of All Funds
9.73%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
56
Increased
110
Reduced
141
Closed
34
Calls
$62.7M
Puts
$33M
Net Calls
+$29.7M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$566M +$3.31M +28,905 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M -$8.16M -71,291 -2%
WCM Investment Management
3
WCM Investment Management
California
$347M +$112M +981,243 +44%
EARNEST Partners
4
EARNEST Partners
Georgia
$271M -$9.2M -80,387 -3%
JSP
5
Jackson Square Partners
California
$226M -$17.8M -155,810 -9%
WP
6
Wedgewood Partners
Missouri
$211M -$27.4M -239,316 -11%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$153M -$36.5M -319,132 -18%
SGA
8
Sustainable Growth Advisers
Connecticut
$111M -$7.33M -64,014 -6%
RFC
9
Russell Frank Company
Washington
$94.8M +$8.69M +75,886 +9%
Macquarie Group
10
Macquarie Group
Australia
$91.7M +$305K +2,667 +0.3%
Bank of America
11
Bank of America
North Carolina
$90.9M -$4.1M -35,785 -4%
CWAM
12
Columbia Wanger Asset Management
Illinois
$89.2M -$13.8M -120,285 -13%
Bessemer Group
13
Bessemer Group
New Jersey
$85.6M +$44.3K +387 +0%
BIT
14
BlackRock Institutional Trust
California
$78.4M -$36.3K -317 -0%
Morgan Stanley
15
Morgan Stanley
New York
$72.9M -$21.3M -185,988 -22%
Franklin Resources
16
Franklin Resources
California
$65.1M +$3.3M +28,800 +5%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$64.3M +$67.7M +591,408 New
Invesco
18
Invesco
Georgia
$63M +$14.8M +129,708 +29%
Northern Trust
19
Northern Trust
Illinois
$61.7M +$16.3M +142,268 +33%
Deutsche Bank
20
Deutsche Bank
Germany
$61.4M +$10.9M +95,082 +20%
WI
21
WHV Investments
California
$57.5M -$22.6M -197,747 -27%
Wells Fargo
22
Wells Fargo
California
$56.6M -$4.36M -38,092 -7%
State Street
23
State Street
Massachusetts
$49.7M +$732K +6,398 +1%
American Century Companies
24
American Century Companies
Missouri
$49.4M +$26.3K +230 +0.1%
VanEck Associates
25
VanEck Associates
New York
$47.1M +$10.8M +94,324 +28%

CLB Hedge Fund Activity: Q4 2015 in Review

371 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q4 2015, worth a combined $4.91B — up 9.8% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CLB positions and 34 closed out — a net gain of 22 holders — while 110 added to existing stakes and 141 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $112M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $36.5M.

  • 371 institutional investors held Core Laboratories (CLB) as of Q4 2015, up from 351 in Q3 2015.
  • Funds reported $4.91B of Core Laboratories stock for Q4 2015, up 9.8% quarter-over-quarter.
  • 56 funds opened new Core Laboratories positions in Q4 2015 and 34 closed out, a net change of +22 holders.
  • The largest Core Laboratories buyer in Q4 2015 was WCM Investment Management, an estimated $112M added.
  • The largest Core Laboratories seller in Q4 2015 was Kayne Anderson Rudnick Investment Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2015.