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Coastal Financial

109 hedge funds and large institutions have $290M invested in Coastal Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
7
Increased
40
Reduced
38
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
26
TownSquare Capital
Utah
$2.14M +$57.1K +1,517 +3%
JAM
27
Jacobs Asset Management
New York
$1.97M +$279K +7,404 +16%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.88M +$231K +6,125 +14%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$1.81M -$839K -22,282 -32%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$1.74M -$7.53K -200 -0.4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.72M +$75.9K +2,017 +5%
American Century Companies
32
American Century Companies
Missouri
$1.51M +$379K +10,067 +33%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.5M -$335K -8,900 -18%
NIP
34
Nicholas Investment Partners
California
$1.49M
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.44M -$129K -3,423 -8%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$1.33M
First Trust Advisors
37
First Trust Advisors
Illinois
$1.3M -$25.9K -689 -2%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.21M -$96.7K -2,567 -7%
Charles Schwab
39
Charles Schwab
California
$1.15M +$81.1K +2,153 +8%
PFO
40
PMC FIG Opportunities
Israel
$1.13M -$282K -7,500 -20%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.13M -$433K -11,499 -28%
DI
42
DFPG Investments
Utah
$1.12M +$143K +3,235 +15%
EMFAT
43
Emerald Mutual Fund Advisers Trust
Pennsylvania
$991K
Goldman Sachs
44
Goldman Sachs
New York
$940K -$36.6K -972 -4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$872K -$22.6K -600 -3%
Invesco
46
Invesco
Georgia
$848K -$3.54K -94 -0.4%
FBT
47
First Bank & Trust
South Dakota
$841K +$36K +956 +4%
Federated Hermes
48
Federated Hermes
Pennsylvania
$818K -$14.7K -390 -2%
QC
49
Quent Capital
New York
$749K
MFS
50
Madrona Financial Services
Washington
$695K +$55.2K +1,465 +9%