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Charles River Laboratories

621 hedge funds and large institutions have $10.1B invested in Charles River Laboratories in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 62

1% more funds holding

Funds holding: 612621 (+9)

1.1% more ownership

Funds ownership: 99.94%101.05% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 219

6% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$599M)

35% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $62.7M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
621
Holders Change
+9
Holders Change %
+1.47%
% of All Funds
9.86%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
80
Increased
230
Reduced
219
Closed
62
Calls
$40.7M
Puts
$62.7M
Net Calls
-$22M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
576
Carolinas Wealth Consulting
North Carolina
$6.06K
DCM
577
Davidson Capital Management
Texas
$5.49K +$2.26K +11 +65%
ME
578
McIlrath & Eck
Washington
$5.49K
TFA
579
Toth Financial Advisory
Virginia
$5.1K +$5.34K +26 New
RIM
580
Ranger Investment Management
Texas
$5.09K
CTA
581
Colonial Trust Advisors
South Carolina
$4.9K
TJHA
582
Thomas J. Herzfeld Advisors
Florida
$4.51K
SS
583
Sunbelt Securities
Texas
$4.31K -$1.64K -8 -27%
GRP
584
Global Retirement Partners
California
$4.2K -$616 -3 -12%
GWS
585
Glassman Wealth Services
Virginia
$4.12K
SFG
586
Steward Financial Group
Texas
$4K +$4.52K +22 New
CHA
587
Carmichael Hill & Associates
Maryland
$3.72K
PWMG
588
Prestige Wealth Management Group
New Jersey
$3.72K
JMF
589
Johnson Midwest Financial
Iowa
$3.53K
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.33K -$7.19K -35 -67%
NIC
591
Northwest Investment Counselors
Oregon
$3.33K
CTWM
592
Cherry Tree Wealth Management
Minnesota
$3.14K
MCM
593
MV Capital Management
Maryland
$2.94K
PP
594
PFS Partners
New Jersey
$2.74K
LFG
595
Larson Financial Group
Missouri
$2.74K +$616 +3 +27%
SWA
596
Sutton Wealth Advisors
Florida
$2.74K +$1.64K +8 +133%
SWM
597
Sugarloaf Wealth Management
Georgia
$2.55K -$173K -843 -98%
AssetMark Inc
598
AssetMark Inc
California
$2.55K
HCP
599
Hexagon Capital Partners
Arkansas
$2.35K
KFP
600
KB Financial Partners
New Jersey
$2K

CRL Hedge Fund Activity: Q3 2023 in Review

621 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Charles River Laboratories (CRL) for Q3 2023, worth a combined $10.1B — down 5.6% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CRL positions and 62 closed out — a net gain of 18 holders — while 230 added to existing stakes and 219 trimmed.

The largest buyer was Meritage Group, opening a new position worth an estimated $181M. The largest seller was T. Rowe Price Associates, cutting an estimated $167M.

  • 621 institutional investors held Charles River Laboratories (CRL) as of Q3 2023, up from 612 in Q2 2023.
  • Funds reported $10.1B of Charles River Laboratories stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 80 funds opened new Charles River Laboratories positions in Q3 2023 and 62 closed out, a net change of +18 holders.
  • The largest Charles River Laboratories buyer in Q3 2023 was Meritage Group, an estimated $181M added.
  • The largest Charles River Laboratories seller in Q3 2023 was T. Rowe Price Associates, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2023.