Coastal Financial
71 hedge funds and large institutions have $162M invested in Coastal Financial in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2.79% less ownership
Funds ownership: 54.38% → 51.59% (-2.8%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
71
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.46M | |
| 2 | +$1.45M | |
| 3 | +$1.15M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.12M |
| 5 |
BlackRock
New York
|
+$985K |
Top Sellers
| 1 | -$11.2M | |
| 2 | -$831K | |
| 3 | -$762K | |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$489K |
| 5 |
Morgan Stanley
New York
|
-$400K |