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Core Laboratories

383 hedge funds and large institutions have $5.71B invested in Core Laboratories in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

52% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $26.6M

14% more capital invested

Capital invested by funds: $5.01B → $5.71B (+$697M)

5% more funds holding

Funds holding: 365383 (+18)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 129

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.2% less ownership

Funds ownership: 104.6%103.41% (-1.2%)

Holders
383
Holders Change
+18
Holders Change %
+4.93%
% of All Funds
10.22%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
59
Increased
131
Reduced
129
Closed
37
Calls
$40.4M
Puts
$26.6M
Net Calls
+$13.8M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$639M -$8.42M -69,779 -1%
WCM Investment Management
2
WCM Investment Management
California
$445M +$22M +181,958 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$422M +$7.74M +64,152 +2%
EARNEST Partners
4
EARNEST Partners
Georgia
$251M -$41.4M -342,918 -14%
JSP
5
Jackson Square Partners
California
$234M -$8.8M -72,880 -5%
WP
6
Wedgewood Partners
Missouri
$209M -$32.1M -265,838 -14%
Macquarie Group
7
Macquarie Group
Australia
$189M +$84.8M +702,624 +85%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$185M +$2.32M +19,231 +1%
SGA
9
Sustainable Growth Advisers
Connecticut
$141M +$20.2M +166,978 +17%
Bessemer Group
10
Bessemer Group
New Jersey
$137M +$457K +3,784 +0.3%
EIP
11
Epoch Investment Partners
New York
$133M +$13.1M +108,530 +11%
EA
12
Emerald Acquisition
Washington
$111M +$108M +892,561 New
Bank of America
13
Bank of America
North Carolina
$100M -$3.18M -26,358 -3%
BIT
14
BlackRock Institutional Trust
California
$98.9M +$8.96M +74,219 +10%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$93.6M +$347K +2,875 +0.4%
Deutsche Bank
16
Deutsche Bank
Germany
$81.3M -$15M -124,617 -16%
Northern Trust
17
Northern Trust
Illinois
$77.2M +$5.59M +46,332 +8%
Franklin Resources
18
Franklin Resources
California
$70.9M -$3.33M -27,595 -5%
Invesco
19
Invesco
Georgia
$70.2M -$6.02M -49,894 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$58.9M +$46.3M +383,153 +417%
State Street
21
State Street
Massachusetts
$57.8M +$208K +1,726 +0.4%
SEI Investments
22
SEI Investments
Pennsylvania
$52M -$2.3M -19,073 -4%
Wells Fargo
23
Wells Fargo
California
$51.3M +$200K +1,658 +0.4%
Norges Bank
24
Norges Bank
Norway
$50.2M +$3.5M +28,975 +8%
PP
25
Prudential plc
United Kingdom
$49.6M

CLB Hedge Fund Activity: Q2 2016 in Review

383 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q2 2016, worth a combined $5.71B — up 14% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CLB positions and 37 closed out — a net gain of 22 holders — while 131 added to existing stakes and 129 trimmed.

The largest buyer was Macquarie Group, adding an estimated $84.8M. The largest seller was EARNEST Partners, cutting an estimated $41.4M.

  • 383 institutional investors held Core Laboratories (CLB) as of Q2 2016, up from 365 in Q1 2016.
  • Funds reported $5.71B of Core Laboratories stock for Q2 2016, up 14% quarter-over-quarter.
  • 59 funds opened new Core Laboratories positions in Q2 2016 and 37 closed out, a net change of +22 holders.
  • The largest Core Laboratories buyer in Q2 2016 was Macquarie Group, an estimated $84.8M added.
  • The largest Core Laboratories seller in Q2 2016 was EARNEST Partners, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2016.