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Charles River Laboratories
CRL

633 hedge funds and large institutions have $12.4B invested in Charles River Laboratories in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 204 increasing their positions, 258 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

22% more capital invested

Capital invested by funds: $10.1B → $12.4B (+$2.25B)

2% more funds holding

Funds holding: 621 → 633 (+12)

1.21% more ownership

Funds ownership: 101.05% → 102.25% (+1.2%)

21% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 258

32% less call options, than puts

Call options by funds: $54.7M | Put options by funds: $80.5M

Holders
633
Holders Change
+12
Holders Change %
+1.93%
% of All Funds
9.23%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
94
Increased
204
Reduced
258
Closed
70
Calls
$54.7M
Puts
$80.5M
Net Calls
-$25.8M
Net Calls Change
-$3.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$82.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$80.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$60.5M
4
MG
Meritage Group
California
+$53.4M
5
SCA
Southpoint Capital Advisors
New York
+$39.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$103M
2
ClearBridge Investments
ClearBridge Investments
New York
-$54.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.7M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$35.5M
5
FCM
Farallon Capital Management
California
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$4.49K – – –
CP
602
Castleview Partners
Texas
$4.25K +$3.54K +18 New
CTWM
603
Cherry Tree Wealth Management
Minnesota
$3.78K – – –
S
604
Sachetta
Massachusetts
$3.55K +$2.95K +15 New
LTI
605
Laffer Tengler Investments
Tennessee
$3.55K +$2.95K +15 New
TVAMP
606
Tennessee Valley Asset Management Partners
Tennessee
$3.55K +$2.95K +15 New
PP
607
PFS Partners
New Jersey
$3.31K – – –
LFG
608
Larson Financial Group
Missouri
$3.07K -$197 -1 -7%
WIA
609
Wetzel Investment Advisors
Indiana
$3K +$2.16K +11 New
HCP
610
Hexagon Capital Partners
Arkansas
$2.84K – – –
PWA
611
Provenance Wealth Advisors
Florida
$2.84K +$2.36K +12 New
TCWA
612
Turtle Creek Wealth Advisors
Texas
$2.84K +$2.36K +12 New
RIL
613
Rothschild Investment LLC
Illinois
$2.13K +$1.77K +9 New
PMFA
614
Plante Moran Financial Advisors
Michigan
$1.89K – – –
TCM
615
TD Capital Management
Tennessee
$1.42K +$1.18K +6 New
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
$1.18K – – –
GI
617
Gradient Investments
Minnesota
$1.18K – – –
OCM
618
Orion Capital Management
California
$1.18K – – –
DPW
619
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$983 +5 New
VNA
620
Valley National Advisers
Pennsylvania
$1K +$197 +1 +14%
AW
621
Avion Wealth
Texas
$1K +$590 +3 +100%
DF
622
Dunhill Financial
United Kingdom
$856 +$787 +4 New
SIC
623
SJS Investment Consulting
Ohio
$710 -$983 -5 -63%
TCA
624
Trifecta Capital Advisors
Illinois
$710 – – –
FGAM
625
Financial Gravity Asset Management
Texas
$537 +$197 +1 +100%
23 24
25
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