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Core Laboratories

162 hedge funds and large institutions have $615M invested in Core Laboratories in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

0.3% less ownership

Funds ownership: 98.64%98.34% (-0.3%)

8% less funds holding

Funds holding: 176162 (-14)

32% less capital invested

Capital invested by funds: $905M → $615M (-$290M)

38% less call options, than puts

Call options by funds: $641K | Put options by funds: $1.03M

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
162
Holders Change
-14
Holders Change %
-7.95%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
70
Reduced
50
Closed
30
Calls
$641K
Puts
$1.03M
Net Calls
-$392K
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$132M +$9.79M +581,090 +6%
BlackRock
2
BlackRock
New York
$75.1M -$1.05M -62,149 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$69.4M +$782K +46,425 +0.9%
FAM
4
Fred Alger Management
New York
$55.1M +$1.09M +64,734 +2%
EARNEST Partners
5
EARNEST Partners
Georgia
$44.7M +$180K +10,709 +0.3%
BTW
6
Boston Trust Walden
Massachusetts
$27.1M +$297K +17,614 +0.9%
State Street
7
State Street
Massachusetts
$17.6M +$80.9K +4,799 +0.4%
VanEck Associates
8
VanEck Associates
New York
$16.7M -$11.5M -680,249 -35%
DGI
9
Disciplined Growth Investors
Minnesota
$12M +$478K +28,348 +3%
CAM
10
Congress Asset Management
Massachusetts
$9.45M +$3.25M +192,579 +38%
Bank of America
11
Bank of America
North Carolina
$7.65M -$788K -46,744 -8%
DLA
12
Douglas Lane & Associates
New York
$7.51M +$113K +6,683 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$6.87M -$1.69M -100,400 -16%
Charles Schwab
14
Charles Schwab
California
$6.63M +$467K +27,695 +6%
SEI Investments
15
SEI Investments
Pennsylvania
$6.42M -$111K -6,581 -1%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$5.71M
Truist Financial
17
Truist Financial
North Carolina
$5.64M -$43.3K -2,572 -0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.53M -$175K -10,396 -2%
Norges Bank
19
Norges Bank
Norway
$5.05M
SIC
20
Schwartz Investment Counsel
Michigan
$4.96M +$3.44M +204,000 +124%
WI
21
Wintrust Investments
Illinois
$4.93M +$2.95M +174,811 +92%
Morgan Stanley
22
Morgan Stanley
New York
$4.85M +$35.7K +2,116 +0.6%
Ameriprise
23
Ameriprise
Minnesota
$4.5M -$493K -29,278 -8%
Invesco
24
Invesco
Georgia
$4.06M -$864K -51,299 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.88M -$152K -9,010 -3%

CLB Hedge Fund Activity: Q3 2022 in Review

162 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2022, worth a combined $615M — down 32% from $905M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CLB and 18 opened new positions — a net loss of 12 holders — while 50 trimmed existing stakes and 70 added.

The largest buyer was Ariel Investments, adding an estimated $9.79M. The largest seller was VanEck Associates, cutting an estimated $11.5M.

  • 162 institutional investors held Core Laboratories (CLB) as of Q3 2022, down from 176 in Q2 2022.
  • Funds reported $615M of Core Laboratories stock for Q3 2022, down 32% quarter-over-quarter.
  • 18 funds opened new Core Laboratories positions in Q3 2022 and 30 closed out, a net change of -12 holders.
  • The largest Core Laboratories buyer in Q3 2022 was Ariel Investments, an estimated $9.79M added.
  • The largest Core Laboratories seller in Q3 2022 was VanEck Associates, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2022.