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Core Laboratories

187 hedge funds and large institutions have $630M invested in Core Laboratories in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.6M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.73% less ownership

Funds ownership: 95.81%94.08% (-1.7%)

5% less funds holding

Funds holding: 197187 (-10)

10% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 67

26% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 34

27% less capital invested

Capital invested by funds: $868M → $630M (-$237M)

Holders
187
Holders Change
-10
Holders Change %
-5.08%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
60
Reduced
67
Closed
34
Calls
$2.96M
Puts
$1.6M
Net Calls
+$1.35M
Net Calls Change
-$906K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$68.4M -$5.03M -239,880 -5%
EARNEST Partners
2
EARNEST Partners
Georgia
$63.8M +$10.6M +503,379 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.7M -$12.3M -584,602 -12%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$50.2M -$435K -20,747 -0.6%
AI
5
Ariel Investments
Illinois
$48.5M +$23M +1,095,980 +53%
ClearBridge Investments
6
ClearBridge Investments
New York
$26.2M -$780K -37,182 -2%
AC
7
AKO Capital
United Kingdom
$22.4M +$2.97M +141,453 +11%
FAM
8
Fred Alger Management
New York
$19.9M +$25.7M +1,223,710 +1,479%
VanEck Associates
9
VanEck Associates
New York
$13.8M -$93.7K -4,470 -0.5%
State Street
10
State Street
Massachusetts
$13.6M +$323K +15,419 +2%
Fisher Asset Management
11
Fisher Asset Management
Washington
$13.5M -$456K -21,743 -2%
SEI Investments
12
SEI Investments
Pennsylvania
$9.28M +$1.75M +83,344 +16%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$9.23M -$78.2K -3,729 -0.6%
Norges Bank
14
Norges Bank
Norway
$8.76M
Citadel Advisors
15
Citadel Advisors
Florida
$8.61M -$15.5M -738,377 -57%
CPH
16
C Partners Holding
Switzerland
$8.59M -$605K -28,841 -5%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$8.32M
DLA
18
Douglas Lane & Associates
New York
$8.05M +$2.18M +103,915 +25%
Ameriprise
19
Ameriprise
Minnesota
$7.8M +$872K +41,579 +9%
DGI
20
Disciplined Growth Investors
Minnesota
$7.79M -$350K -16,675 -3%
Truist Financial
21
Truist Financial
North Carolina
$7.74M +$361K +17,200 +4%
EVM
22
Eaton Vance Management
Massachusetts
$7.24M +$2.13M +101,506 +27%
MIS
23
Morningstar Investment Services
Illinois
$6.86M +$949K +45,236 +12%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.4M +$671K +32,002 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.05M +$584K +27,868 +8%

CLB Hedge Fund Activity: Q3 2020 in Review

187 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2020, worth a combined $630M — down 27% from $868M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CLB and 25 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 60 added.

The largest buyer was Fred Alger Management, adding an estimated $25.7M. The largest seller was Goldman Sachs, cutting an estimated $19.4M.

  • 187 institutional investors held Core Laboratories (CLB) as of Q3 2020, down from 197 in Q2 2020.
  • Funds reported $630M of Core Laboratories stock for Q3 2020, down 27% quarter-over-quarter.
  • 25 funds opened new Core Laboratories positions in Q3 2020 and 34 closed out, a net change of -9 holders.
  • The largest Core Laboratories buyer in Q3 2020 was Fred Alger Management, an estimated $25.7M added.
  • The largest Core Laboratories seller in Q3 2020 was Goldman Sachs, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2020.