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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
WTG
576
West Tower Group
Virginia
$4.21K +$3.98K +20 New
CHA
577
Carmichael Hill & Associates
Maryland
$4K
PWMG
578
Prestige Wealth Management Group
New Jersey
$4K
JMF
579
Johnson Midwest Financial
Iowa
$3.79K
DCM
580
Davidson Capital Management
Texas
$3.58K +$199 +1 +6%
NIC
581
Northwest Investment Counselors
Oregon
$3.57K
CTWM
582
Cherry Tree Wealth Management
Minnesota
$3.36K +$3.18K +16 New
MCM
583
MV Capital Management
Maryland
$3.15K +$1.39K +7 +88%
BG
584
Bollard Group
Massachusetts
$3K +$2.98K +15 New
PP
585
PFS Partners
New Jersey
$2.94K
IA
586
IFP Advisors
Florida
$2.73K +$1.39K +7 +117%
AssetMark Inc
587
AssetMark Inc
California
$2.73K
HCP
588
Hexagon Capital Partners
Arkansas
$2.52K
FCAG
589
First Capital Advisors Group
New Jersey
$2.52K +$2.39K +12 New
LFG
590
Larson Financial Group
Missouri
$2.31K
AWM
591
Abound Wealth Management
Tennessee
$2.31K +$199 +1 +10%
CA
592
Clearstead Advisors
Ohio
$2.1K -$18.9K -95 -90%
FA
593
Fiduciary Alliance
South Carolina
$2.1K +$1.99K +10 New
VNA
594
Valley National Advisers
Pennsylvania
$2K
KFP
595
KB Financial Partners
New Jersey
$2K +$1.59K +8 New
PVH
596
Psagot Value Holdings
Israel
$2K +$1.59K +8 New
MFT
597
Moisand Fitzgerald Tamayo
Florida
$1.68K -$796 -4 -33%
PMFA
598
Plante Moran Financial Advisors
Michigan
$1.68K
SWA
599
Sutton Wealth Advisors
Florida
$1.26K -$796 -4 -40%
DI
600
Disciplined Investments
Oklahoma
$1.26K

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.