Coastal Financial
116 hedge funds and large institutions have $358M invested in Coastal Financial in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
39
Reduced
40
Closed
12
Calls
$719K
Puts
–
Net Calls
+$719K
Net Calls Change
+$813K
Top Buyers
| 1 |
1
BlackRock
New York
|
$36.9M |
| 2 |
2
Morgan Stanley
New York
|
$3.35M |
| 3 |
3
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$2.58M |
| 4 |
4
JPMorgan Chase & Co
New York
|
$4.37M |
| 5 |
5
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$38.1M |
