We are live on ! Find out more
CRL icon

Charles River Laboratories
CRL

664 hedge funds and large institutions have $10.8B invested in Charles River Laboratories in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 266 increasing their positions, 235 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 235

0.06% less ownership

Funds ownership: 101.79% → 101.73% (-0.06%)

6% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 79

2% less funds holding

Funds holding: 676 → 664 (-12)

15% less call options, than puts

Call options by funds: $54.2M | Put options by funds: $63.4M

23% less capital invested

Capital invested by funds: $14.1B → $10.8B (-$3.32B)

47% less funds holding in top 10

Funds holding in top 10: 15 → 8 (-7)

Holders
664
Holders Change
-12
Holders Change %
-1.78%
% of All Funds
9.59%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.12%
New
74
Increased
266
Reduced
235
Closed
79
Calls
$54.2M
Puts
$63.4M
Net Calls
-$9.19M
Net Calls Change
+$37.2M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
+$102M
2
Marshall Wace
Marshall Wace
United Kingdom
+$36.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$36.3M
4
MDSL
M.D. Sass LLC
New York
+$36.1M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$30.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$154M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
-$133M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$98.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$3.93K – – –
RWMG
627
Redwood Wealth Management Group
New Jersey
$3.92K +$4.3K +19 New
DJSG
628
D.J. St. Germain
Massachusetts
$3.72K -$2.72K -12 -40%
S
629
Sachetta
Massachusetts
$3.68K – – –
RIL
630
Rothschild Investment LLC
Illinois
$3.51K +$1.36K +6 +55%
CTWM
631
Cherry Tree Wealth Management
Minnesota
$3.31K – – –
CA
632
Continuum Advisory
Idaho
$3.31K – – –
AssetMark Inc
633
AssetMark Inc
California
$3.1K +$2.04K +9 +150%
WIA
634
Wetzel Investment Advisors
Indiana
$2.98K – – –
PP
635
PFS Partners
New Jersey
$2.89K – – –
TWP
636
Triad Wealth Partners
Kansas
$2.89K +$3.17K +14 New
WCM
637
Westend Capital Management
California
$2.85K – – –
CHA
638
Carmichael Hill & Associates
Maryland
$2.27K -$680 -3 -21%
KHC
639
Koesten Hirschmann & Crabtree
Kansas
$2.17K – – –
TFGT
640
TS Financial Group (TSFG)
Illinois
$2K -$32.2K -142 -95%
EWP
641
Elevation Wealth Partners
California
$1.86K +$2.04K +9 New
PMFA
642
Plante Moran Financial Advisors
Michigan
$1.65K – – –
SIC
643
SJS Investment Consulting
Ohio
$1.65K – – –
DPW
644
DiNuzzo Private Wealth
Pennsylvania
$1.45K +$453 +2 +40%
TCM
645
TD Capital Management
Tennessee
$1.24K – – –
DF
646
Dunhill Financial
United Kingdom
$1.11K +$227 +1 +25%
OCM
647
Orion Capital Management
California
$1.03K – – –
AW
648
Avion Wealth
Texas
$1K – – –
TWD
649
True Wealth Design
Ohio
$827 +$453 +2 +100%
TCA
650
Trifecta Capital Advisors
Illinois
$620 – – –
24 25
26
27 28

CRL Hedge Fund Activity: Q2 2024 in Review

664 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Charles River Laboratories (CRL) for Q2 2024, worth a combined $10.8B — down 23% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of CRL and 74 opened new positions — a net loss of 5 holders — while 235 trimmed existing stakes and 266 added.

The largest buyer was Southpoint Capital Advisors, adding an estimated $102M. The largest seller was T. Rowe Price Associates, cutting an estimated $154M.

  • 664 institutional investors held Charles River Laboratories (CRL) as of Q2 2024, down from 676 in Q1 2024.
  • Funds reported $10.8B of Charles River Laboratories stock for Q2 2024, down 23% quarter-over-quarter.
  • 74 funds opened new Charles River Laboratories positions in Q2 2024 and 79 closed out, a net change of -5 holders.
  • The largest Charles River Laboratories buyer in Q2 2024 was Southpoint Capital Advisors, an estimated $102M added.
  • The largest Charles River Laboratories seller in Q2 2024 was T. Rowe Price Associates, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2024.