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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 %
MFS
51
Madrona Financial Services
Washington
$676K 17,000
Prudential Financial
52
Prudential Financial
New Jersey
$661K 16,635 -1,400 -8%
QC
53
Quadrature Capital
United Kingdom
$609K 15,363 +15,363 New
CSS
54
Cubist Systematic Strategies
Connecticut
$599K 15,084 +7,743 +105%
TFA
55
Toth Financial Advisory
Virginia
$529K 13,300 +13,300 New
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$526K 13,230 +13,230 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$515K 12,951 +919 +8%
IB
58
Intrust Bank
Kansas
$512K 12,896 +976 +8%
WHG
59
Westwood Holdings Group
Texas
$452K 11,388 +4,730 +71%
PCM
60
Prelude Capital Management
New York
$439K 11,038 -2,170 -16%
US Bancorp
61
US Bancorp
Minnesota
$427K 10,738
Osaic Holdings
62
Osaic Holdings
Arizona
$418K 10,545 -4,972 -32%
PAM
63
Panagora Asset Management
Massachusetts
$396K 9,965 -8,505 -46%
MFIM
64
Mesirow Financial Investment Management
Illinois
$393K 9,882
JF
65
Jump Financial
Illinois
$389K 9,778 +4,078 +72%
PA
66
Parallel Advisors
California
$374K 9,410 -2,597 -22%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$363K 9,125 +9,125 New
GCIA
68
Gabelli & Co Investment Advisers
New York
$318K 8,000 -4,500 -36%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$312K 7,856
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$301K 7,573 +24 +0.3%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$301K 7,516 +7,516 New
MML Investors Services
72
MML Investors Services
Massachusetts
$243K 6,106 -2,160 -26%
Bank of America
73
Bank of America
North Carolina
$241K 6,065 +2,574 +74%
AG
74
Algert Global
California
$237K 5,970 +5,970 New
ECM
75
Evergreen Capital Management
Washington
$234K 5,871 +592 +11%