Coastal Financial
117 hedge funds and large institutions have $333M invested in Coastal Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 39
31% less call options, than puts
Call options by funds: $206K | Put options by funds: $300K
Holders
117
Holding in Top 10
5
Calls
$206K
Puts
$300K
Top Buyers
| 1 | +$2.61M | |
| 2 | +$2.37M | |
| 3 | +$2.37M | |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.23M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.66M |
Top Sellers
| 1 | -$3.89M | |
| 2 | -$1.74M | |
| 3 | -$1.42M | |
| 4 |
Renaissance Technologies
New York
|
-$932K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$868K |