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Coastal Financial
CCB

Overview Fund Activity

69 hedge funds and large institutions have $184M invested in Coastal Financial in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
25
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$10.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.2M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.5M
4
MCA
4
Mendon Capital Advisors
Florida
$471K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$837K

Top Sellers

1
HPCM
1
Hunter Perkins Capital Management
Illinois
$4.33M
2
FCM
2
FJ Capital Management
Virginia
$21.1M
3
BlackRock
3
BlackRock
New York
$14.1M
4
EI
4
EAM Investors
California
$979K
5
Morgan Stanley
5
Morgan Stanley
New York
$104K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$25.2M 882,634 – –
FCM
2
FJ Capital Management
Virginia
$21.1M 737,000 -43,000 -6%
ECA
3
Endeavour Capital Advisors
Connecticut
$20.4M 713,742 – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.5M 611,491 +16,834 +3%
BlackRock
5
BlackRock
New York
$14.1M 493,621 -24,284 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.2M 428,463 +45,931 +12%
BCI
7
Brinker Capital Investments
Pennsylvania
$10.1M 352,227 +352,227 New
KCM
8
Kennedy Capital Management
Missouri
$6.43M 225,166 +8,180 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.52M 158,417 +9,657 +6%
State Street
10
State Street
Massachusetts
$4.35M 152,339 -7,921 -5%
HPCM
11
Hunter Perkins Capital Management
Illinois
$4.33M 151,675 -51,950 -26%
CCM
12
Carlson Capital Management
Minnesota
$3.41M 119,398 – –
HIM
13
Harbour Investment Management
Washington
$2.88M 100,866 – –
AllianceBernstein
14
AllianceBernstein
Tennessee
$2.79M 97,609 -4,588 -4%
ACM
15
Advisors Capital Management
New Jersey
$2.65M 92,635 +14,686 +19%
Northern Trust
16
Northern Trust
Illinois
$2.61M 91,514 +1,751 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.19M 76,748 -3,639 -5%
Stifel Financial
18
Stifel Financial
Missouri
$2.14M 75,000 – –
RJA
19
Raymond James & Associates
Florida
$1.99M 69,611 -1,313 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.72M 60,201 +6,914 +13%
BFC
21
Banc Funds Company
Illinois
$1.7M 59,672 – –
Renaissance Technologies
22
Renaissance Technologies
New York
$1.7M 59,474 +597 +1%
MCM
23
Maltese Capital Management
New York
$1.58M 55,400 +100 +0.2%
PI
24
Putnam Investments
Massachusetts
$1.54M 53,872 +3,986 +8%
TC
25
TownSquare Capital
Utah
$1.43M 51,049 +10,790 +27%
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