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Coastal Financial

114 hedge funds and large institutions have $294M invested in Coastal Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 4 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
39
Reduced
33
Closed
4
Calls
Puts
$715K
Net Calls
-$715K
Net Calls Change
-$715K
Name Market Value Shares Shares
Change
Shares
Change %
ECA
1
Endeavour Capital Advisors
Connecticut
$29M 730,525
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M 646,026 -24,385 -4%
BlackRock
3
BlackRock
New York
$25.4M 639,387 +8,969 +1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$24.2M 609,085 +609,085 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.2M 532,278 +1,269 +0.2%
EC
6
EJF Capital
Virginia
$11.6M 292,549 -148,141 -34%
KCM
7
Kennedy Capital Management
Missouri
$8.78M 220,896 -1,548 -0.7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$8.47M 213,059 +12,081 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.38M 185,735 +6,384 +4%
ACM
10
Advisors Capital Management
New Jersey
$7.12M 147,100 -366 -0.2%
BCI
11
Brinker Capital Investments
Pennsylvania
$7.1M 178,670 -65,809 -27%
State Street
12
State Street
Massachusetts
$6.95M 174,868 +451 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$6.39M 160,899 +24,801 +18%
CRC
14
Curi RMB Capital
Illinois
$5.96M 150,000
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.15M 129,603 -18,707 -13%
CCM
16
Carlson Capital Management
Minnesota
$4.64M 116,666
BFM
17
Boothbay Fund Management
New York
$4.37M 110,000 -10,000 -8%
HIM
18
Harbour Investment Management
Washington
$4.1M 103,221
Victory Capital Management
19
Victory Capital Management
Texas
$3.9M 98,178 +1,569 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$3.77M 94,848 +50,336 +113%
PI
21
Putnam Investments
Massachusetts
$3.58M 90,092 -3,900 -4%
Northern Trust
22
Northern Trust
Illinois
$3.45M 86,727 -1,063 -1%
BFC
23
Banc Funds Company
Illinois
$3.34M 83,922 -8,000 -9%
RJA
24
Raymond James & Associates
Florida
$3.18M 80,009 +1,734 +2%
Stifel Financial
25
Stifel Financial
Missouri
$2.98M 75,000