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Coastal Financial
CCB

Overview Fund Activity

104 hedge funds and large institutions have $285M invested in Coastal Financial in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
41
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$5.72M
2
JAM
2
Jacobs Asset Management
New York
$4.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$7.66M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.2M
5
BFM
5
Boothbay Fund Management
New York
$4.57M

Top Sellers

1
EI
1
EAM Investors
California
$0
2
HAI
2
Hennessy Advisors Inc
California
$0
3
FCM
3
FJ Capital Management
Virginia
$0
4
EGI
4
EAM Global Investors
California
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.86M 75,000 – –
JC
27
JCSD Capital
California
$2.76M 72,448 -3,027 -4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.65M 69,451 -3,628 -5%
TC
29
TownSquare Capital
Utah
$2.65M 69,370 +4,141 +6%
Invesco
30
Invesco
Georgia
$2.18M 57,196 +5,911 +12%
ERSOT
31
Employees Retirement System of Texas
Texas
$1.91M 50,000 – –
PFO
32
PMC FIG Opportunities
Israel
$1.81M 47,500 +1,000 +2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.7M 44,512 +25,563 +135%
GPGA
34
Grandeur Peak Global Advisors
Utah
$1.69M 44,225 +67 +0.2%
Marshall Wace
35
Marshall Wace
United Kingdom
$1.59M 41,791 -5,888 -12%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$1.58M 41,546 +12,510 +43%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.55M 40,700 -8,800 -18%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.53M 40,013 -6,317 -14%
NIP
39
Nicholas Investment Partners
California
$1.51M 39,661 +11,865 +43%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.43M 37,435 -1,870 -5%
Truist Financial
41
Truist Financial
North Carolina
$1.22M 31,873 -2,765 -8%
Millennium Management
42
Millennium Management
New York
$1.13M 29,759 +16,288 +121%
Goldman Sachs
43
Goldman Sachs
New York
$1.06M 27,669 -1,658 -6%
Charles Schwab
44
Charles Schwab
California
$1.02M 26,682 +289 +1%
FBT
45
First Bank & Trust
South Dakota
$994K 26,081 +14,182 +119%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$984K 25,809 +2,921 +13%
Citadel Advisors
47
Citadel Advisors
Florida
$718K 18,838 +5,086 +37%
QC
48
Quent Capital
New York
$705K 18,489 – –
PAM
49
Panagora Asset Management
Massachusetts
$704K 18,470 -15,642 -46%
Prudential Financial
50
Prudential Financial
New Jersey
$687K 18,035 +1,160 +7%
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