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Core Laboratories

198 hedge funds and large institutions have $1.19B invested in Core Laboratories in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $2.15M

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

2% more funds holding

Funds holding: 195198 (+3)

6.11% less ownership

Funds ownership: 98.62%92.51% (-6.1%)

25% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 75

33% less capital invested

Capital invested by funds: $1.78B → $1.19B (-$588M)

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
56
Reduced
75
Closed
26
Calls
$2.48M
Puts
$2.15M
Net Calls
+$338K
Net Calls Change
-$3.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$143M -$4.9M -160,957 -3%
FAM
2
Fred Alger Management
New York
$143M -$22M -723,127 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M -$516K -16,948 -0.3%
AI
4
Ariel Investments
Illinois
$118M +$20.7M +678,856 +19%
EARNEST Partners
5
EARNEST Partners
Georgia
$99.7M -$8.03M -263,747 -7%
VanEck Associates
6
VanEck Associates
New York
$57.3M +$64.2K +2,109 +0.1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$52.9M -$18.1M -595,539 -24%
ClearBridge Investments
8
ClearBridge Investments
New York
$43.9M -$930K -30,545 -2%
State Street
9
State Street
Massachusetts
$30.5M +$1.66M +54,449 +5%
Fisher Asset Management
10
Fisher Asset Management
Washington
$16.5M -$4.98M -163,674 -22%
DLA
11
Douglas Lane & Associates
New York
$16.2M -$327K -10,733 -2%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$15.1M
SEI Investments
13
SEI Investments
Pennsylvania
$14.8M -$107K -3,516 -0.7%
Ameriprise
14
Ameriprise
Minnesota
$14.3M -$5.96M -195,709 -28%
DGI
15
Disciplined Growth Investors
Minnesota
$13.4M +$1.32M +43,482 +10%
Bank of America
16
Bank of America
North Carolina
$13M +$2.75M +90,198 +24%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$12.3M -$9.34M -306,977 -41%
Truist Financial
18
Truist Financial
North Carolina
$11.7M -$1.6M -52,696 -11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$11.4M +$850K +27,908 +7%
Charles Schwab
20
Charles Schwab
California
$10.8M -$353K -11,612 -3%
Principal Financial Group
21
Principal Financial Group
Iowa
$10.6M -$154K -5,072 -1%
Norges Bank
22
Norges Bank
Norway
$10.5M +$9.75M +320,334 +566%
Morgan Stanley
23
Morgan Stanley
New York
$8.96M -$9.07M -297,982 -48%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$8.86M +$5.68M +186,476 +141%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.74M -$270K -8,871 -3%

CLB Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2021, worth a combined $1.19B — down 33% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CLB positions and 26 closed out — a net gain of 4 holders — while 56 added to existing stakes and 75 trimmed.

The largest buyer was Ariel Investments, adding an estimated $20.7M. The largest seller was AKO Capital, exiting entirely with an estimated $53.2M sold.

  • 198 institutional investors held Core Laboratories (CLB) as of Q3 2021, up from 195 in Q2 2021.
  • Funds reported $1.19B of Core Laboratories stock for Q3 2021, down 33% quarter-over-quarter.
  • 30 funds opened new Core Laboratories positions in Q3 2021 and 26 closed out, a net change of +4 holders.
  • The largest Core Laboratories buyer in Q3 2021 was Ariel Investments, an estimated $20.7M added.
  • The largest Core Laboratories seller in Q3 2021 was AKO Capital, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2021.