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Coastal Financial

69 hedge funds and large institutions have $184M invested in Coastal Financial in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
25
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.07M -$100K -3,502 -9%
GCIA
27
Gabelli & Co Investment Advisers
New York
$1.06M -$200K -7,000 -16%
PAM
28
Panagora Asset Management
Massachusetts
$989K -$21.9K -765 -2%
EI
29
EAM Investors
California
$979K -$617K -21,584 -39%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$837K +$426K +14,909 +104%
Charles Schwab
31
Charles Schwab
California
$670K +$28.4K +993 +4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$625K -$61.9K -2,167 -9%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$608K -$194K -6,777 -24%
JC
34
JCSD Capital
California
$557K +$23.2K +812 +4%
MCA
35
Mendon Capital Advisors
Florida
$471K +$471K +16,481 New
Deutsche Bank
36
Deutsche Bank
Germany
$442K -$5.1K -179 -1%
FBT
37
First Bank & Trust
South Dakota
$415K +$3.91K +137 +1%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$371K -$21K -735 -5%
GPGA
39
Grandeur Peak Global Advisors
Utah
$354K
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$339K -$71.7K -2,515 -17%
PA
41
Parallel Advisors
California
$337K -$1.89K -66 -0.6%
Millennium Management
42
Millennium Management
New York
$302K +$302K +10,590 New
Russell Investments Group
43
Russell Investments Group
United Kingdom
$293K -$249K -8,754 -46%
IB
44
Intrust Bank
Kansas
$292K +$37.6K +1,316 +15%
Osaic Holdings
45
Osaic Holdings
Arizona
$289K +$8.61K +302 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$260K -$107K -3,734 -29%
MML Investors Services
47
MML Investors Services
Massachusetts
$259K +$30.3K +1,061 +13%
Victory Capital Management
48
Victory Capital Management
Texas
$238K -$43.3K -1,514 -15%
FHC
49
First Horizon Corporation
Tennessee
$231K +$33.8K +1,187 +17%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$216K +$2.09K +73 +1%