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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
Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
7
Increased
40
Reduced
38
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$27.9K
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$24.1K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$23.4K +$7.64K +203 +48%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$19.9K +$19.7K +523 +8,717%
TRCT
105
Tower Research Capital (TRC)
New York
$19.3K -$126K -3,348 -87%
AF
106
Allworth Financial
California
$11.2K -$7.87K -209 -41%
IAS
107
IMA Advisory Services
Colorado
$7.79K
BWM
108
Baystate Wealth Management
Massachusetts
$7.61K
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$339 -$75 -2 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$839K -23,300 Closed
HIM
111
Hillsdale Investment Management
Ontario, Canada
-$522K -14,500 Closed
AG
112
Algert Global
California
-$475K -13,200 Closed
Marshall Wace
113
Marshall Wace
United Kingdom
-$442K -12,262 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
-$379K -10,532 Closed
PAM
115
Panagora Asset Management
Massachusetts
-$359K -9,965 Closed
CSS
116
Cubist Systematic Strategies
Connecticut
-$348K -9,671 Closed
XT
117
XTX Topco
Cayman Islands
-$218K -6,058 Closed
GCM
118
Graham Capital Management
Connecticut
-$208K -5,780 Closed
SG Americas Securities
119
SG Americas Securities
New York
-$161K -4,475 Closed
ACM
120
Aquatic Capital Management
Illinois
-$50K -1,400 Closed
TFA
121
Toth Financial Advisory
Virginia
-$48.4K -1,345 Closed
DWA
122
Dorsey Wright & Associates
California
-$30.2K -840 Closed
Victory Capital Management
123
Victory Capital Management
Texas
-$9.72K -270 Closed
MCM
124
Manchester Capital Management
Vermont
-$8.86K -246 Closed
TWA
125
TCI Wealth Advisors
Arizona
-$4.11K -114 Closed