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Coastal Financial
CCB

Overview Fund Activity

117 hedge funds and large institutions have $333M invested in Coastal Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
39
Closed
10
Calls
$206K
Puts
$300K
Net Calls
-$94K
Net Calls Change
-$94K

Top Buyers

1
Invesco
1
Invesco
Georgia
$3.58M
2
SCA
2
Stieven Capital Advisors
Missouri
$2.37M
3
GKIM
3
GW&K Investment Management
Massachusetts
$13M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$2.23M
5
KCM
5
Kennedy Capital Management
Missouri
$11.3M

Top Sellers

1
HIM
1
Harbour Investment Management
Washington
$0
2
EC
2
EJF Capital
Virginia
$5.64M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$449K
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$35.3M 822,425 +739 +0.1%
BlackRock
2
BlackRock
New York
$31.7M 738,162 -13,486 -2%
ECA
3
Endeavour Capital Advisors
Connecticut
$31.3M 728,824 -1,701 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.8M 577,945 +9,244 +2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M 560,542 -33,118 -6%
GKIM
6
GW&K Investment Management
Massachusetts
$13M 302,524 +55,225 +22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$12.7M 294,894 +34,215 +13%
KCM
8
Kennedy Capital Management
Missouri
$11.3M 263,688 +38,632 +17%
State Street
9
State Street
Massachusetts
$11.1M 258,835 -16,197 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.5M 245,765 +8,074 +3%
AllianceBernstein
11
AllianceBernstein
Tennessee
$9.69M 225,750 -580 -0.3%
BFM
12
Boothbay Fund Management
New York
$6.44M 150,000 +24,586 +20%
ACM
13
Advisors Capital Management
New Jersey
$5.96M 138,835 -989 -0.7%
CRC
14
Curi RMB Capital
Illinois
$5.79M 135,000 -15,000 -10%
EC
15
EJF Capital
Virginia
$5.64M 131,370 -40,658 -24%
JC
16
JCSD Capital
California
$5.01M 116,711 +11,763 +11%
OPS
17
Orion Portfolio Solutions
Nebraska
$4.56M 106,371 -7,851 -7%
BCI
18
Brinker Capital Investments
Pennsylvania
$4.56M 106,371 -7,851 -7%
Northern Trust
19
Northern Trust
Illinois
$4.4M 102,587 +3,965 +4%
Invesco
20
Invesco
Georgia
$3.58M 83,407 +60,876 +270%
PI
21
Putnam Investments
Massachusetts
$3.57M 83,293 -3,900 -4%
CCM
22
Carlson Capital Management
Minnesota
$2.98M 69,398 – –
Stifel Financial
23
Stifel Financial
Missouri
$2.83M 66,000 -10,000 -13%
RHCA
24
Rosenthal Henry Capital Advisors
Indiana
$2.78M 64,711 – –
American Century Companies
25
American Century Companies
Missouri
$2.73M 63,574 +23,449 +58%
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