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Charles River Laboratories
CRL

Overview Fund Activity

609 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, 202 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-8
Holders Change %
-1.3%
% of All Funds
9.6%
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
202
Closed
73
Calls
$29.3M
Puts
$34.8M
Net Calls
-$5.51M
Net Calls Change
-$16.3M

Top Buyers

1
BlackRock
BlackRock
New York
$1.09B
2
AI
Ariel Investments
Illinois
$220M
3
ClearBridge Investments
ClearBridge Investments
New York
$368M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$53.7M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$131M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$89.7M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
JSP
Jackson Square Partners
California
$124M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$82.9M
5
FAM
Fred Alger Management
New York
$3.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$231K +$47K +224 +26%
ECI
452
EFG Capital International
Florida
$230K +$230K +1,092 New
EAMA
453
EFG Asset Management (Americas)
Florida
$230K +$230K +1,092 New
CCM
454
Coldstream Capital Management
Washington
$229K -$24K -114 -9%
CAAS
455
Capital Asset Advisory Services
Michigan
$226K -$41.5K -200 -16%
ML
456
McAdam LLC
Pennsylvania
$223K +$223K +1,061 New
BMSSC
457
B. Metzler seel. Sohn & Co
Germany
$222K – – –
WCA
458
Westover Capital Advisors
Delaware
$221K +$221K +1,050 New
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$218K +$3.16K +15 +1%
SFA
460
Sequoia Financial Advisors
Ohio
$218K -$7.78K -37 -3%
YIA
461
YHB Investment Advisors
Connecticut
$218K – – –
Koshinski Asset Management
462
Koshinski Asset Management
Illinois
$217K -$32.6K -155 -13%
GT
463
Greenleaf Trust
Michigan
$214K +$214K +1,020 New
BFG
464
Bleakley Financial Group
New Jersey
$213K -$7.78K -37 -4%
SS
465
Simplicity Solutions
Minnesota
$213K -$7.99K -38 -4%
SCM
466
Suvretta Capital Management
New York
$212K – – –
CFGS
467
Concourse Financial Group Securities
Alabama
$212K +$25K +119 +13%
WWP
468
WR Wealth Planners
Missouri
$211K – – –
PIM
469
Penobscot Investment Management
Massachusetts
$210K – – –
TWM
470
Thrive Wealth Management
Pennsylvania
$210K +$210K +1,000 New
CA
471
Continuum Advisory
Idaho
$210K +$210K +997 New
FFM
472
Forum Financial Management
Illinois
$209K – – –
EF
473
Empirical Finance
Pennsylvania
$208K +$208K +991 New
AAM
474
Aureus Asset Management
Massachusetts
$208K +$208K +987 New
Vontobel Holding
475
Vontobel Holding
Switzerland
$207K +$207K +986 New
17 18
19
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