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Coastal Financial

61 hedge funds and large institutions have $71.5M invested in Coastal Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
20
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EC
1
EJF Capital
Virginia
$11.4M 928,170
FCM
2
FJ Capital Management
Virginia
$9.74M 795,000
ECA
3
Endeavour Capital Advisors
Connecticut
$8.74M 713,735 +16,042 +2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.43M 606,801 -4,684 -0.8%
BlackRock
5
BlackRock
New York
$5.36M 437,391 -28,711 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.56M 372,536 -2,328 -0.6%
KCM
7
Kennedy Capital Management
Missouri
$2.24M 182,896 +28,376 +18%
State Street
8
State Street
Massachusetts
$1.88M 153,600 +11,136 +8%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.7M 138,587 +138,587 New
AllianceBernstein
10
AllianceBernstein
Tennessee
$1.47M 119,590 -16,445 -12%
CCM
11
Carlson Capital Management
Minnesota
$1.46M 119,398
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.46M 118,822 +686 +0.6%
HIM
13
Harbour Investment Management
Washington
$1.24M 100,866
BFC
14
Banc Funds Company
Illinois
$1.23M 100,000
Northern Trust
15
Northern Trust
Illinois
$1.2M 98,169 +1,222 +1%
Stifel Financial
16
Stifel Financial
Missouri
$919K 75,000 -29,386 -28%
Renaissance Technologies
17
Renaissance Technologies
New York
$896K 73,177 -7,400 -9%
RJA
18
Raymond James & Associates
Florida
$853K 69,611
PAM
19
Panagora Asset Management
Massachusetts
$634K 51,755 +34,337 +197%
PI
20
Putnam Investments
Massachusetts
$606K 49,472 +800 +2%
GCIA
21
Gabelli & Co Investment Advisers
New York
$586K 47,800
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$482K 39,335 +800 +2%
ACM
23
Advisors Capital Management
New Jersey
$482K 39,317 +2,921 +8%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$383K 31,392 +13,353 +74%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$380K 31,003 -3,825 -11%