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Coastal Financial

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
Name Market Value Shares Shares
Change
Shares
Change %
FBT
51
First Bank & Trust
South Dakota
$770K 21,377 -675 -3%
QC
52
Quent Capital
New York
$708K 19,889 +700 +4%
Prudential Financial
53
Prudential Financial
New Jersey
$698K 19,375 +920 +5%
Millennium Management
54
Millennium Management
New York
$692K 19,229 -34,128 -64%
ROC
55
River Oaks Capital
Minnesota
$648K 18,000
MFS
56
Madrona Financial Services
Washington
$612K 17,000
CCM
57
Cox Capital Management
Massachusetts
$599K 16,628 +156 +0.9%
Truist Financial
58
Truist Financial
North Carolina
$596K 16,553 -9 -0.1%
HIM
59
Hillsdale Investment Management
Ontario, Canada
$522K 14,500
Teacher Retirement System of Texas
60
Teacher Retirement System of Texas
Texas
$515K 14,306 +14,306 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$495K 13,734 +415 +3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$491K 13,626 -105 -0.8%
AG
63
Algert Global
California
$475K 13,200 +6,020 +84%
NYLIM
64
New York Life Investment Management
New York
$461K 12,810 +12,810 New
IB
65
Intrust Bank
Kansas
$451K 12,538 -422 -3%
Marshall Wace
66
Marshall Wace
United Kingdom
$442K 12,262 +921 +8%
Barclays
67
Barclays
United Kingdom
$420K 11,652 +7,771 +200%
CIC
68
Cornercap Investment Counsel
Georgia
$416K 11,545 +11,545 New
SGI
69
Summit Global Investments
Utah
$393K 10,900 +2,600 +31%
US Bancorp
70
US Bancorp
Minnesota
$385K 10,697
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$379K 10,532 +10,532 New
Osaic Holdings
72
Osaic Holdings
Arizona
$364K 10,114 -614 -6%
PAM
73
Panagora Asset Management
Massachusetts
$359K 9,965
MFIM
74
Mesirow Financial Investment Management
Illinois
$359K 9,956 +74 +0.7%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$351K 9,734 +4,934 +103%