We are live on ! Find out more
CRL icon

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
AWM
601
Abound Wealth Management
Tennessee
$1.96K -$205 -1 -9%
AWA
602
Authentikos Wealth Advisory
California
$1.76K +$1.85K +9 New
MFT
603
Moisand Fitzgerald Tamayo
Florida
$1.57K
PMFA
604
Plante Moran Financial Advisors
Michigan
$1.57K
SIC
605
SJS Investment Consulting
Ohio
$1.57K +$616 +3 +60%
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$1.18K +$1.23K +6 New
CAL
607
Capital Advisors Ltd
Ohio
$1K -$205 -1 -20%
VNA
608
Valley National Advisers
Pennsylvania
$1K
AGWCA
609
Annis Gardner Whiting Capital Advisors
Florida
$980 +$1.03K +5 New
GI
610
Gradient Investments
Minnesota
$980 +$1.03K +5 New
OCM
611
Orion Capital Management
California
$980 +$1.03K +5 New
HL
612
HeadInvest LLC
Maine
$774 +$821 +4 New
SCA
613
Stonebridge Capital Advisors
Minnesota
$588 -$4.72K -23 -88%
NSIM
614
North Star Investment Management
Illinois
$588
TCA
615
Trifecta Capital Advisors
Illinois
$588
TAM
616
Tucker Asset Management
Colorado
$392 +$411 +2 New
FGAM
617
Financial Gravity Asset Management
Texas
$220 -$42.9K -209 -100%
RG
618
Retirement Group
California
$196
TWD
619
True Wealth Design
Ohio
$196
WA
620
WestEnd Advisors
North Carolina
$196 +$205 +1 New
Voloridge Investment Management
621
Voloridge Investment Management
Florida
-$10.4M -49,688 Closed
HF
622
HRT Financial
New York
-$4.8M -22,835 Closed
IECM
623
Intrinsic Edge Capital Management
Illinois
-$4.21M -20,000 Closed
FAM
624
Fred Alger Management
New York
-$3.34M -15,872 Closed
SGH
625
Sivik Global Healthcare
Connecticut
-$2.73M -13,000 Closed

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.