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Coastal Financial

124 hedge funds and large institutions have $278M invested in Coastal Financial in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 25 closing their positions.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
44
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$27.7M 769,791
ECA
2
Endeavour Capital Advisors
Connecticut
$26.3M 730,525
BlackRock
3
BlackRock
New York
$24.9M 692,740 +11,878 +2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.1M 614,620 -12,512 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.3M 565,095 +15,221 +3%
State Street
6
State Street
Massachusetts
$10.4M 287,875 +66,778 +30%
EC
7
EJF Capital
Virginia
$9.83M 272,964 +29,974 +12%
AllianceBernstein
8
AllianceBernstein
Tennessee
$7.92M 219,970 +6,111 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.89M 219,136 +48,083 +28%
KCM
10
Kennedy Capital Management
Missouri
$7.89M 219,038 +37,300 +21%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.52M 208,838 +8,239 +4%
GKIM
12
GW&K Investment Management
Massachusetts
$6.06M 168,156 +22,142 +15%
CRC
13
Curi RMB Capital
Illinois
$5.4M 150,000
ACM
14
Advisors Capital Management
New Jersey
$4.91M 136,213 -8,556 -6%
BFM
15
Boothbay Fund Management
New York
$4.86M 135,000 +2,500 +2%
BCI
16
Brinker Capital Investments
Pennsylvania
$4.38M 121,539 -39,780 -25%
OPS
17
Orion Portfolio Solutions
Nebraska
$4.38M 121,539 +121,539 New
HIM
18
Harbour Investment Management
Washington
$3.72M 103,221
JC
19
JCSD Capital
California
$3.42M 94,948 +15,000 +19%
Northern Trust
20
Northern Trust
Illinois
$3.32M 92,315 +966 +1%
PI
21
Putnam Investments
Massachusetts
$3.11M 86,393 +1,101 +1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.05M 84,607 -5,060 -6%
Stifel Financial
23
Stifel Financial
Missouri
$2.74M 76,000 +1,000 +1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$2.53M 70,231 +70,231 New
CCM
25
Carlson Capital Management
Minnesota
$2.5M 69,398