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Coastal Financial

114 hedge funds and large institutions have $294M invested in Coastal Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 4 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
39
Reduced
33
Closed
4
Calls
Puts
$715K
Net Calls
-$715K
Net Calls Change
-$715K
Name Market Value Shares Shares
Change
Shares
Change %
JC
26
JCSD Capital
California
$2.88M 72,448
Renaissance Technologies
27
Renaissance Technologies
New York
$2.6M 65,374 -30,800 -32%
Millennium Management
28
Millennium Management
New York
$2.49M 62,549 +32,790 +110%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$2.32M 58,360 +16,814 +40%
Citadel Advisors
30
Citadel Advisors
Florida
$2.29M 57,533 +38,695 +205%
TC
31
TownSquare Capital
Utah
$2.2M 55,305 -14,065 -20%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.1M 52,868 -16,583 -24%
PFO
33
PMC FIG Opportunities
Israel
$2.09M 52,500 +5,000 +11%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$2.06M 51,833 +11,133 +27%
Marshall Wace
35
Marshall Wace
United Kingdom
$2.02M 50,822 +9,031 +22%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.93M 48,531 +8,518 +21%
JAM
37
Jacobs Asset Management
New York
$1.79M 45,000 -72,940 -62%
GPGA
38
Grandeur Peak Global Advisors
Utah
$1.76M 44,225
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.59M 39,952 +2,517 +7%
NIP
40
Nicholas Investment Partners
California
$1.58M 39,661
Invesco
41
Invesco
Georgia
$1.51M 37,994 -19,202 -34%
Goldman Sachs
42
Goldman Sachs
New York
$1.44M 36,234 +8,565 +31%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.31M 32,853 +27,369 +499%
Morgan Stanley
44
Morgan Stanley
New York
$1.19M 29,971 +22,121 +282%
Charles Schwab
45
Charles Schwab
California
$1.06M 26,687 +5 +0%
FBT
46
First Bank & Trust
South Dakota
$987K 24,828 -1,253 -5%
RHCA
47
Rosenthal Henry Capital Advisors
Indiana
$903K 22,711 +22,711 New
Truist Financial
48
Truist Financial
North Carolina
$828K 20,838 -11,035 -35%
QC
49
Quent Capital
New York
$735K 18,489
ROC
50
River Oaks Capital
Minnesota
$715K 18,000