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Coastal Financial
CCB

Overview Fund Activity

124 hedge funds and large institutions have $278M invested in Coastal Financial in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 25 closing their positions.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
44
Reduced
37
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$4.38M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.53M
3
State Street
3
State Street
Massachusetts
$10.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.89M
5
KCM
5
Kennedy Capital Management
Missouri
$7.89M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$9.72K
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$947K
5
BFC
5
Banc Funds Company
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RHCA
26
Rosenthal Henry Capital Advisors
Indiana
$2.33M 64,711 – –
TC
27
TownSquare Capital
Utah
$1.99M 55,297 -6,620 -11%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.76M 48,800 -100 -0.2%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$1.67M 46,466 -2,434 -5%
JAM
30
Jacobs Asset Management
New York
$1.62M 45,000 – –
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$1.58M 43,890 +30,039 +217%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.57M 43,579 -1,516 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.5M 41,550 -5,283 -11%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.49M 41,423 -8,247 -17%
NIP
35
Nicholas Investment Partners
California
$1.43M 39,661 – –
PFO
36
PMC FIG Opportunities
Israel
$1.35M 37,500 -5,000 -12%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$1.28M 35,435 -1,081 -3%
First Trust Advisors
38
First Trust Advisors
Illinois
$1.27M 35,208 -1,510 -4%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.25M 34,774 +2,200 +7%
GCP
40
GSA Capital Partners
United Kingdom
$1.08M 30,013 +30,013 New
American Century Companies
41
American Century Companies
Missouri
$1.07M 30,058 +10,511 +54%
Charles Schwab
42
Charles Schwab
California
$1.02M 28,286 +665 +2%
Morgan Stanley
43
Morgan Stanley
New York
$966K 26,833 -13,165 -33%
EMFAT
44
Emerald Mutual Fund Advisers Trust
Pennsylvania
$947K 26,310 -49,275 -65%
Goldman Sachs
45
Goldman Sachs
New York
$934K 25,931 +12,729 +96%
Swiss National Bank
46
Swiss National Bank
Switzerland
$856K 23,765 -2,800 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
47
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$839K 23,300 -13,800 -37%
Invesco
48
Invesco
Georgia
$815K 22,625 -34,694 -61%
Federated Hermes
49
Federated Hermes
Pennsylvania
$797K 22,120 +5,876 +36%
DI
50
DFPG Investments
Utah
$795K 22,071 +1,083 +5%
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