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Coastal Financial

104 hedge funds and large institutions have $285M invested in Coastal Financial in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
41
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAM
101
Meeder Asset Management
Ohio
$3K 83
LC
102
Lindbrook Capital
California
$1K 16 +16 New
EI
103
EAM Investors
California
-52,371 Closed
HAI
104
Hennessy Advisors Inc
California
-45,000 Closed
FCM
105
FJ Capital Management
Virginia
-44,530 Closed
EGI
106
EAM Global Investors
California
-29,660 Closed
Man Group
107
Man Group
United Kingdom
-9,800 Closed
TA
108
Tiedemann Advisors
New York
-5,270 Closed
LNWTC
109
Laird Norton Wetherby Trust Company
Washington
-5,000 Closed
FW
110
FirstPurpose Wealth
Utah
-4,598 Closed
UBS Group
111
UBS Group
Switzerland
-2,618 Closed
PFS
112
Prospera Financial Services
Texas
-1,660 Closed
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
-420 Closed
CAM
114
ClariVest Asset Management
California
-225 Closed
ACM
115
Aquatic Capital Management
Illinois
-200 Closed
PHK
116
Point72 Hong Kong
Hong Kong
-138 Closed
CFGS
117
Concourse Financial Group Securities
Alabama
Simplex Trading
118
Simplex Trading
Illinois
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$0 3 +3 New
CS
121
Credit Suisse
Switzerland
$0 10 +10 New