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Core Laboratories

304 hedge funds and large institutions have $2.43B invested in Core Laboratories in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 105 increasing their positions, 100 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 100

0.72% more ownership

Funds ownership: 104.34%105.06% (+0.72%)

3% less funds holding

Funds holding: 313304 (-9)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

24% less capital invested

Capital invested by funds: $3.19B → $2.43B (-$754M)

35% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $28.1M

Holders
304
Holders Change
-9
Holders Change %
-2.88%
% of All Funds
6.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
105
Reduced
100
Closed
60
Calls
$18.3M
Puts
$28.1M
Net Calls
-$9.76M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$221M +$61.1M +1,040,991 +33%
Vanguard Group
2
Vanguard Group
Pennsylvania
$220M +$4.19M +71,430 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$214M -$24.2M -412,783 -9%
BlackRock
4
BlackRock
New York
$169M +$78K +1,329 +0%
EARNEST Partners
5
EARNEST Partners
Georgia
$121M +$22.1M +377,223 +20%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$81.8M +$638K +10,877 +0.7%
VanEck Associates
7
VanEck Associates
New York
$66.5M +$42.1M +718,280 +130%
JP Morgan Chase
8
JP Morgan Chase
New York
$62.6M +$1.28M +21,810 +2%
Select Equity Group
9
Select Equity Group
New York
$61.2M +$14.1M +239,657 +26%
Franklin Resources
10
Franklin Resources
California
$60M +$18.8M +320,165 +39%
Millennium Management
11
Millennium Management
New York
$56.3M +$7.88M +134,319 +14%
Fisher Asset Management
12
Fisher Asset Management
Washington
$56.2M -$740K -12,613 -1%
State Street
13
State Street
Massachusetts
$48.6M +$2.5M +42,697 +5%
DGI
14
Disciplined Growth Investors
Minnesota
$38.1M +$22.9M +391,265 +116%
MNG
15
Manning & Napier Group
New York
$37.7M +$40.3M +687,356 +2,062%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$30.2M +$3.69M +62,894 +12%
Invesco
17
Invesco
Georgia
$29M -$1.35M -23,016 -4%
State Farm Mutual Automobile Insurance
18
State Farm Mutual Automobile Insurance
Illinois
$28.5M
EIP
19
Epoch Investment Partners
New York
$28.5M -$7.43M -126,624 -19%
Wells Fargo
20
Wells Fargo
California
$26.1M +$4.15M +70,773 +16%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$24.1M -$4.04M -68,954 -13%
AI
22
Ariel Investments
Illinois
$23.5M -$278K -4,736 -1%
SEI Investments
23
SEI Investments
Pennsylvania
$23.2M -$249K -4,247 -0.9%
Ameriprise
24
Ameriprise
Minnesota
$23.1M -$5.93M -101,151 -19%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$23.1M +$816K +13,909 +3%

CLB Hedge Fund Activity: Q2 2019 in Review

304 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q2 2019, worth a combined $2.43B — down 24% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of CLB and 54 opened new positions — a net loss of 6 holders — while 100 trimmed existing stakes and 105 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $61.1M. The largest seller was WCM Investment Management, exiting entirely with an estimated $215M sold.

  • 304 institutional investors held Core Laboratories (CLB) as of Q2 2019, down from 313 in Q1 2019.
  • Funds reported $2.43B of Core Laboratories stock for Q2 2019, down 24% quarter-over-quarter.
  • 54 funds opened new Core Laboratories positions in Q2 2019 and 60 closed out, a net change of -6 holders.
  • The largest Core Laboratories buyer in Q2 2019 was Massachusetts Financial Services, an estimated $61.1M added.
  • The largest Core Laboratories seller in Q2 2019 was WCM Investment Management, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2019.