Coastal Financial
109 hedge funds and large institutions have $290M invested in Coastal Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
12% less funds holding
Funds holding: 124 → 109 (-15)
68% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 22
Holders
109
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$2.98M | |
| 2 | +$2.22M | |
| 3 | +$1.95M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.56M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.09M |
Top Sellers
| 1 | -$3.8M | |
| 2 | -$886K | |
| 3 | -$839K | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$839K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$789K |