Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CORE LABORATORIES INC COM (CLB)

175 + Investors. Track Smart Money conviction in CLB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — CLB

Based on 175 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CLB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
175 funds currently hold this stock — 89% of the 3.0-year high of 196 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
21 fewer hedge funds hold CLB compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

77 buying106 selling
Last quarter: 106 funds reduced or exited vs 77 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 32 → 25 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 27% medium ■ 18% new
96 out of 175 hedge funds have held CLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+27% value, -2% shares)

Value
+26%
Shares
-2%
Last quarter: total value of institutional CLB holdings rose +27% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~26 new funds/quarter

38 → 22 → 32 → 25 → 26 new funds/Q
New funds entering each quarter: 22 → 32 → 25 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 18% 1-2yr ■ 24% new
Of 175 current holders: 102 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
36 of 175 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CLB

How many hedge funds hold CLB — quarterly history vs. share price
Quarterly hedge fund ownership of CLB vs. share price

Market Analysis: CLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: CLB
2026 Q1 Stats Unlock in 11 days 175 + Investors

Track Smart Money conviction in CLB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 175 186 -5.91%
13F Shares 50M 51M -2.45%
Total Value $800M $632M 26.53%
New Positions 26 25 +1
Increased Positions 52 66 -14
Closed Positions 35 30 +5
Reduced Positions 73 78 -5
Total Calls 1 3 -66.67%
Total Puts 0 3 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: CLB

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

175 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLB. Verified SEC 13F-HR filings.

Top 25 institutional holders of CLB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CWA Asset Management Group, LLC 0.99% 1,741,001 $29.2M
2 BWM Planning, LLC 0.29% 65,036 $1.1M
3 HEARTLAND ADVISORS INC 0.13% 150,000 $2.5M
4 Argos Wealth Advisors, LLC 0.08% 16,119 $271K
5 TERRIL BROTHERS, INC. 0.08% 16,600 $279K
6 Advisors Capital Management, LLC 0.06% 288,630 $4.8M
7 Moors & Cabot, Inc. 0.04% 60,802 $1.0M
8 ISTHMUS PARTNERS, LLC 0.03% 14,509 $244K
9 CONNABLE OFFICE INC 0.02% 14,266 $240K
10 Abacus Wealth Partners, LLC 0.02% 14,695 $247K
11 Raiffeisen Bank International AG 0.01% 60,000 $1.0M
12 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 48,525 $815K
13 KORNITZER CAPITAL MANAGEMENT INC /KS 0.01% 24,775 $416K
14 PROFUND ADVISORS LLC 0.01% 12,698 $213K
15 AlphaQuest LLC 0.01% 8,451 $135K
16 Louisiana State Employees Retirement System 0.01% 20,600 —
17 Brooklyn Investment Group 0.01% 11,547 $194K
18 Illinois Municipal Retirement Fund 0.01% 25,642 $431K
19 GAMMA Investing LLC 0.00% 6,341 $106K
20 Fisher Asset Management, LLC 0.00% 736,747 $12.4M
21 State of Alaska, Department of Revenue 0.00% 22,985 —
22 SUMMIT SECURITIES GROUP LLC 0.00% 1,872 $31K
23 Russell Investments Group, Ltd. 0.00% 148,337 $2.5M
24 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 12,376 $208K
25 PRINCIPAL FINANCIAL GROUP INC 0.00% 271,821 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CORE LABORATORIES INC COM (CLB)

What does the Smart Money Trend signal show for CLB?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CLB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CLB?

More sellers than buyers — 42% buying: Last quarter: 106 funds reduced or exited vs 77 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CLB holders?

Strong quality — 30% AUM from major funds: 36 of 175 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLB?

55% of holders stayed for 2+ years: 96 out of 175 hedge funds have held CLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.