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Core Laboratories

360 hedge funds and large institutions have $5.78B invested in Core Laboratories in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $25.4M

10% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 123

0.14% more ownership

Funds ownership: 113.24%113.39% (+0.14%)

4% less funds holding

Funds holding: 374360 (-14)

6% less capital invested

Capital invested by funds: $6.15B → $5.78B (-$372M)

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

Holders
360
Holders Change
-14
Holders Change %
-3.74%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
37
Increased
135
Reduced
123
Closed
48
Calls
$28.4M
Puts
$25.4M
Net Calls
+$2.93M
Net Calls Change
-$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
1
WCM Investment Management
California
$564M -$46.8M -415,096 -8%
ClearBridge Investments
2
ClearBridge Investments
New York
$559M -$5.29M -46,913 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M +$7.22M +64,032 +2%
BlackRock
4
BlackRock
New York
$376M +$6.96M +61,658 +2%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$241M +$1.19M +10,504 +0.5%
EARNEST Partners
6
EARNEST Partners
Georgia
$224M -$1.78M -15,736 -0.8%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$220M +$16.9M +149,762 +9%
Royal London Asset Management
8
Royal London Asset Management
United Kingdom
$172M +$170M +1,502,991 +8,754%
EIP
9
Epoch Investment Partners
New York
$164M +$31M +274,712 +24%
JP Morgan Chase
10
JP Morgan Chase
New York
$151M +$6.09M +53,986 +4%
State Street
11
State Street
Massachusetts
$93.8M -$8.05M -71,382 -8%
DDC
12
DF Dent & Co
Maryland
$93.4M -$283K -2,504 -0.3%
APG Asset Management
13
APG Asset Management
Netherlands
$92.6M
Fisher Asset Management
14
Fisher Asset Management
Washington
$83.6M +$30.5M +270,723 +60%
Invesco
15
Invesco
Georgia
$66.8M -$4.55M -40,319 -7%
SEI Investments
16
SEI Investments
Pennsylvania
$66.7M -$5.24M -46,481 -7%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$63.1M
Neuberger Berman Group
18
Neuberger Berman Group
New York
$63M +$9.38M +83,175 +18%
Ameriprise
19
Ameriprise
Minnesota
$61.9M -$10.3M -90,904 -15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$60.6M -$897K -7,951 -1%
Wells Fargo
21
Wells Fargo
California
$60M -$4.14M -36,654 -7%
VanEck Associates
22
VanEck Associates
New York
$59.2M -$8.12M -71,976 -12%
AI
23
Ariel Investments
Illinois
$58M +$1.07M +9,445 +2%
Northern Trust
24
Northern Trust
Illinois
$57.6M +$1.49M +13,196 +3%
MVIP
25
Mar Vista Investment Partners
California
$56M +$14.9M +131,808 +37%

CLB Hedge Fund Activity: Q3 2018 in Review

360 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2018, worth a combined $5.78B — down 6% from $6.15B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of CLB and 37 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 135 added.

The largest buyer was Royal London Asset Management, adding an estimated $170M. The largest seller was WCM Investment Management, cutting an estimated $46.8M.

  • 360 institutional investors held Core Laboratories (CLB) as of Q3 2018, down from 374 in Q2 2018.
  • Funds reported $5.78B of Core Laboratories stock for Q3 2018, down 6% quarter-over-quarter.
  • 37 funds opened new Core Laboratories positions in Q3 2018 and 48 closed out, a net change of -11 holders.
  • The largest Core Laboratories buyer in Q3 2018 was Royal London Asset Management, an estimated $170M added.
  • The largest Core Laboratories seller in Q3 2018 was WCM Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2018.