Coastal Financial
104 hedge funds and large institutions have $285M invested in Coastal Financial in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
15% less capital invested
Capital invested by funds: $336M → $285M (-$50.4M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Holders
104
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$5.72M | |
| 2 | +$4.5M | |
| 3 | +$2.74M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.73M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$1.52M |
Top Sellers
| 1 | -$2.4M | |
| 2 | -$2.06M | |
| 3 | -$2.04M | |
| 4 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.36M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.35M |