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Coastal Financial

129 hedge funds and large institutions have $356M invested in Coastal Financial in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
27
Increased
43
Reduced
37
Closed
11
Calls
$623K
Puts
Net Calls
+$623K
Net Calls Change
+$1.34M
Name Market Value Shares Shares
Change
Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$36.6M 769,791 +160,706 +26%
ECA
2
Endeavour Capital Advisors
Connecticut
$34.7M 730,525
BlackRock
3
BlackRock
New York
$32.4M 680,862 +41,475 +6%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M 627,132 -18,894 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.1M 549,874 +17,596 +3%
EC
6
EJF Capital
Virginia
$11.5M 242,990 -49,559 -17%
State Street
7
State Street
Massachusetts
$10.5M 221,097 +46,229 +26%
AllianceBernstein
8
AllianceBernstein
Tennessee
$10.2M 213,859 +800 +0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.53M 200,599 +14,864 +8%
KCM
10
Kennedy Capital Management
Missouri
$8.64M 181,738 -39,158 -18%
BCI
11
Brinker Capital Investments
Pennsylvania
$7.67M 161,319 -17,351 -10%
CRC
12
Curi RMB Capital
Illinois
$7.13M 150,000
GKIM
13
GW&K Investment Management
Massachusetts
$6.94M 146,014 +146,014 New
ACM
14
Advisors Capital Management
New Jersey
$6.88M 144,769 -2,331 -2%
BFM
15
Boothbay Fund Management
New York
$6.3M 132,500 +22,500 +20%
HIM
16
Harbour Investment Management
Washington
$4.91M 103,221
Northern Trust
17
Northern Trust
Illinois
$4.34M 91,349 +4,622 +5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.26M 89,667 -5,181 -5%
PI
19
Putnam Investments
Massachusetts
$4.05M 85,292 -4,800 -5%
JC
20
JCSD Capital
California
$3.8M 79,948 +7,500 +10%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.59M 75,585 -54,018 -42%
Stifel Financial
22
Stifel Financial
Missouri
$3.56M 75,000
CCM
23
Carlson Capital Management
Minnesota
$3.3M 69,398 -47,268 -41%
RHCA
24
Rosenthal Henry Capital Advisors
Indiana
$3.08M 64,711 +42,000 +185%
TC
25
TownSquare Capital
Utah
$2.94M 61,917 +6,612 +12%