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Charles River Laboratories

612 hedge funds and large institutions have $10.7B invested in Charles River Laboratories in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 252 increasing their positions, 203 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 203

5% more capital invested

Capital invested by funds: $10.3B → $10.7B (+$474M)

0.21% less ownership

Funds ownership: 100.16%99.94% (-0.21%)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

1% less funds holding

Funds holding: 620612 (-8)

16% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $34.8M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
612
Holders Change
-8
Holders Change %
-1.29%
% of All Funds
9.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
67
Increased
252
Reduced
203
Closed
73
Calls
$29.3M
Puts
$34.8M
Net Calls
-$5.51M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
451
Raymond James Trust
Florida
$235K +$10.1K +51 +5%
WMA
452
West Michigan Advisors
Michigan
$233K
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$231K +$44.6K +224 +26%
EAMA
454
EFG Asset Management (Americas)
Florida
$230K +$217K +1,092 New
ECI
455
EFG Capital International
Florida
$230K +$217K +1,092 New
CCM
456
Coldstream Capital Management
Washington
$229K -$22.7K -114 -9%
CAAS
457
Capital Asset Advisory Services
Michigan
$226K -$39.8K -200 -16%
ML
458
McAdam LLC
Pennsylvania
$223K +$211K +1,061 New
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$222K
WCA
460
Westover Capital Advisors
Delaware
$221K +$209K +1,050 New
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$218K +$2.98K +15 +1%
SFA
462
Sequoia Financial Advisors
Ohio
$218K -$7.36K -37 -3%
YIA
463
YHB Investment Advisors
Connecticut
$218K
Koshinski Asset Management
464
Koshinski Asset Management
Illinois
$217K -$30.8K -155 -13%
GT
465
Greenleaf Trust
Michigan
$214K +$203K +1,020 New
BFG
466
Bleakley Financial Group
New Jersey
$213K -$7.36K -37 -4%
SS
467
Simplicity Solutions
Minnesota
$213K -$7.56K -38 -4%
SCM
468
Suvretta Capital Management
New York
$212K
CFGS
469
Concourse Financial Group Securities
Alabama
$212K +$23.7K +119 +13%
WWP
470
WR Wealth Planners
Missouri
$211K
PIM
471
Penobscot Investment Management
Massachusetts
$210K
TWM
472
Thrive Wealth Management
Pennsylvania
$210K +$199K +1,000 New
CA
473
Continuum Advisory
Idaho
$210K +$198K +997 New
FFM
474
Forum Financial Management
Illinois
$209K
EF
475
Empirical Finance
Pennsylvania
$208K +$197K +991 New

CRL Hedge Fund Activity: Q2 2023 in Review

612 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Charles River Laboratories (CRL) for Q2 2023, worth a combined $10.7B — up 4.6% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of CRL and 67 opened new positions — a net loss of 6 holders — while 203 trimmed existing stakes and 252 added.

The largest buyer was BlackRock, adding an estimated $81.8M. The largest seller was Marshall Wace, cutting an estimated $105M.

  • 612 institutional investors held Charles River Laboratories (CRL) as of Q2 2023, down from 620 in Q1 2023.
  • Funds reported $10.7B of Charles River Laboratories stock for Q2 2023, up 4.6% quarter-over-quarter.
  • 67 funds opened new Charles River Laboratories positions in Q2 2023 and 73 closed out, a net change of -6 holders.
  • The largest Charles River Laboratories buyer in Q2 2023 was BlackRock, an estimated $81.8M added.
  • The largest Charles River Laboratories seller in Q2 2023 was Marshall Wace, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.