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Coastal Financial

129 hedge funds and large institutions have $356M invested in Coastal Financial in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
27
Increased
43
Reduced
37
Closed
11
Calls
$623K
Puts
Net Calls
+$623K
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$929K +$929K +19,547 New
TFA
52
Toth Financial Advisory
Virginia
$922K +$290K +6,095 +46%
QC
53
Quent Capital
New York
$912K +$33.3K +700 +4%
QC
54
Quadrature Capital
United Kingdom
$882K +$153K +3,230 +21%
Prudential Financial
55
Prudential Financial
New Jersey
$877K +$86.5K +1,820 +11%
ROC
56
River Oaks Capital
Minnesota
$855K
MFS
57
Madrona Financial Services
Washington
$808K
Truist Financial
58
Truist Financial
North Carolina
$787K -$203K -4,276 -21%
CCM
59
Cox Capital Management
Massachusetts
$783K +$783K +16,472 New
Federated Hermes
60
Federated Hermes
Pennsylvania
$772K +$766K +16,109 +11,933%
HIM
61
Hillsdale Investment Management
Ontario, Canada
$689K +$689K +14,500 New
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$658K +$29.5K +621 +5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$652K +$457K +9,614 +234%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$633K +$17.5K +368 +3%
Goldman Sachs
65
Goldman Sachs
New York
$627K -$1.09M -23,032 -64%
IB
66
Intrust Bank
Kansas
$616K +$3.04K +64 +0.5%
Citadel Advisors
67
Citadel Advisors
Florida
$587K -$2.15M -45,185 -79%
Marshall Wace
68
Marshall Wace
United Kingdom
$539K -$1.88M -39,481 -78%
Osaic Holdings
69
Osaic Holdings
Arizona
$509K +$8.69K +183 +2%
US Bancorp
70
US Bancorp
Minnesota
$508K -$1.95K -41 -0.4%
PAM
71
Panagora Asset Management
Massachusetts
$474K
MFIM
72
Mesirow Financial Investment Management
Illinois
$470K
PCM
73
Prelude Capital Management
New York
$469K -$55.3K -1,164 -11%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$455K +$455K +9,568 New
JF
75
Jump Financial
Illinois
$447K -$18K -378 -4%