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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
BCM
176
Brown Capital Management
Maryland
$5.47M -$151K -766 -3%
Osaic Holdings
177
Osaic Holdings
Arizona
$5.4M -$2.53M -12,882 -36%
JIC
178
Johnson Investment Counsel
Ohio
$5.28M +$504K +2,565 +13%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.11M +$120K +612 +3%
WCA
180
Waratah Capital Advisors
Ontario, Canada
$5.06M -$9.41M -47,839 -69%
FCI
181
Financial Counselors Inc
Kansas
$5M -$276K -1,405 -6%
LCM
182
Logan Capital Management
Pennsylvania
$5M -$472K -2,400 -10%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$4.97M -$1.9M -9,684 -32%
MA
184
Mudita Advisors
United Kingdom
$4.96M +$295K +1,500 +8%
GF
185
Gabelli Funds
New York
$4.78M – – –
BCM
186
Buckhead Capital Management
Georgia
$4.76M +$177K +901 +5%
ACM
187
Arvin Capital Management
Texas
$4.74M +$3.95M +20,061 New
Asset Management One
188
Asset Management One
Japan
$4.73M -$150K -761 -4%
SCTC
189
Sanibel Captiva Trust Company
Florida
$4.38M +$3.64M +18,516 New
NW
190
NewEdge Wealth
Pennsylvania
$4.3M +$256K +1,301 +8%
VAS
191
Vestmark Advisory Solutions
Massachusetts
$4.28M +$242K +1,231 +7%
AA
192
Ancora Advisors
Ohio
$4.17M -$137K -696 -4%
UF
193
Univest Financial
Pennsylvania
$4.05M -$12.4K -63 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
194
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.03M +$3.35M +17,027 New
GAM
195
Gotham Asset Management
New York
$4.01M +$175K +889 +6%
QCM
196
Quantinno Capital Management
New York
$3.95M -$36.2K -184 -1%
Comerica Bank
197
Comerica Bank
Texas
$3.92M -$193K -982 -6%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$3.89M -$8.56M -43,528 -73%
MS
199
Madden Securities
Texas
$3.89M -$461K -2,342 -12%
GCM
200
Geneva Capital Management
Wisconsin
$3.85M -$290K -1,474 -8%
6 7
8
9 10

CRL Hedge Fund Activity: Q4 2023 in Review

633 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Charles River Laboratories (CRL) for Q4 2023, worth a combined $12.4B — up 22% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new CRL positions and 70 closed out — a net gain of 24 holders — while 204 added to existing stakes and 258 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.4M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 633 institutional investors held Charles River Laboratories (CRL) as of Q4 2023, up from 621 in Q3 2023.
  • Funds reported $12.4B of Charles River Laboratories stock for Q4 2023, up 22% quarter-over-quarter.
  • 94 funds opened new Charles River Laboratories positions in Q4 2023 and 70 closed out, a net change of +24 holders.
  • The largest Charles River Laboratories buyer in Q4 2023 was Morgan Stanley, an estimated $82.4M added.
  • The largest Charles River Laboratories seller in Q4 2023 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2023.