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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
AT
651
Arden Trust
Delaware
-$245K -1,168 Closed
CW
652
CreativeOne Wealth
Kansas
-$245K -1,166 Closed
MF
653
Magnetar Financial
Illinois
-$241K -1,146 Closed
CAAS
654
Capital Asset Advisory Services
Michigan
-$226K -1,087 Closed
CCM
655
Coldstream Capital Management
Washington
-$229K -1,087 Closed
BFG
656
Bleakley Financial Group
New Jersey
-$213K -1,012 Closed
SS
657
Simplicity Solutions
Minnesota
-$213K -1,011 Closed
SCM
658
Suvretta Capital Management
New York
-$212K -1,010 Closed
PIM
659
Penobscot Investment Management
Massachusetts
-$210K -1,000 Closed
TWM
660
Thrive Wealth Management
Pennsylvania
-$210K -1,000 Closed
CA
661
Continuum Advisory
Idaho
-$210K -997 Closed
FFM
662
Forum Financial Management
Illinois
-$209K -995 Closed
VFA
663
Voya Financial Advisors
Connecticut
-$207K -988 Closed
AAM
664
Aureus Asset Management
Massachusetts
-$208K -987 Closed
Vontobel Holding
665
Vontobel Holding
Switzerland
-$207K -986 Closed
SRC
666
Stone Run Capital
New York
-$207K -983 Closed
PFS
667
Prospera Financial Services
Texas
-$205K -975 Closed
CA
668
Cetera Advisors
Colorado
-$203K -966 Closed
CCG
669
Cypress Capital Group
Florida
-$201K -956 Closed
IAIM
670
Industrial Alliance Investment Management
Quebec, Canada
-$95K -450 Closed
CFO
671
CVA Family Office
Colorado
-$50.9K -242 Closed
Capstone Investment Advisors
672
Capstone Investment Advisors
New York
-$41.6K -198 Closed
M
673
Mirova
France
-$24.2K -115 Closed
SSG
674
Summit Securities Group
New York
-$14K -68 Closed
RWM
675
Ruedi Wealth Management
Illinois
-$11.1K -53 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.