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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
Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
36
Reduced
39
Closed
10
Calls
$206K
Puts
$300K
Net Calls
-$94K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
126
Jane Street
New York
-$203K -5,391 Closed
BWM
127
Baystate Wealth Management
Massachusetts
-$7.61K -202 Closed