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Coastal Financial

116 hedge funds and large institutions have $358M invested in Coastal Financial in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
39
Reduced
40
Closed
12
Calls
$719K
Puts
Net Calls
+$719K
Net Calls Change
+$813K
Name Market Value Shares Shares
Change
Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$38.1M 857,959 +35,534 +4%
BlackRock
2
BlackRock
New York
$36.9M 831,274 +93,112 +13%
ECA
3
Endeavour Capital Advisors
Connecticut
$33M 743,898 +15,074 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.3M 593,009 +15,064 +3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.6M 532,237 -28,305 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14M 316,125 +21,231 +7%
GKIM
7
GW&K Investment Management
Massachusetts
$12.8M 289,104 -13,420 -4%
State Street
8
State Street
Massachusetts
$12.7M 285,681 +26,846 +10%
KCM
9
Kennedy Capital Management
Missouri
$11.9M 267,153 +3,465 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.5M 257,905 +12,140 +5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$9.67M 217,820 -7,930 -4%
ACM
12
Advisors Capital Management
New Jersey
$6.4M 144,032 +5,197 +4%
CRC
13
Curi RMB Capital
Illinois
$5.33M 120,000 -15,000 -11%
MCA
14
Mendon Capital Advisors
Florida
$5.33M 120,000 +120,000 New
JC
15
JCSD Capital
California
$5.18M 116,711
EC
16
EJF Capital
Virginia
$5.14M 115,690 -15,680 -12%
Northern Trust
17
Northern Trust
Illinois
$5.06M 113,936 +11,349 +11%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.37M 98,395 +36,632 +59%
BCI
19
Brinker Capital Investments
Pennsylvania
$4.29M 99,904 -6,467 -6%
OPS
20
Orion Portfolio Solutions
Nebraska
$4.29M 99,904 -6,467 -6%
Invesco
21
Invesco
Georgia
$3.77M 84,937 +1,530 +2%
American Century Companies
22
American Century Companies
Missouri
$3.58M 80,614 +17,040 +27%
Morgan Stanley
23
Morgan Stanley
New York
$3.35M 75,534 +60,781 +412%
PI
24
Putnam Investments
Massachusetts
$3.21M 72,393 -10,900 -13%
JAM
25
Jacobs Asset Management
New York
$3.19M 71,800 +11,800 +20%