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Cooper Companies

657 hedge funds and large institutions have $21.1B invested in Cooper Companies in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 232 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 46

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more capital invested

Capital invested by funds: $16.9B → $21.1B (+$4.24B)

5% more funds holding

Funds holding: 623657 (+34)

0.78% less ownership

Funds ownership: 97.27%96.49% (-0.78%)

8% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 253

11% less call options, than puts

Call options by funds: $41.9M | Put options by funds: $47.2M

Holders
657
Holders Change
+34
Holders Change %
+5.46%
% of All Funds
9.43%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
86
Increased
232
Reduced
253
Closed
46
Calls
$41.9M
Puts
$47.2M
Net Calls
-$5.34M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$573K +$133K +1,370 +36%
GC
402
Guggenheim Capital
Illinois
$564K -$530K -5,443 -52%
RMDI
403
R.M. Davis Inc
Maine
$563K -$72K -740 -13%
VSQM
404
V-Square Quantitative Management
Illinois
$563K +$876 +9 +0.2%
HAG
405
HighPoint Advisor Group
Illinois
$562K +$13.7K +141 +3%
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$557K -$60.3K -620 -11%
NIM
407
NEOS Investment Management
Connecticut
$553K +$79K +812 +19%
RCA
408
Roberts Capital Advisors
Colorado
$552K
HFO
409
Heritage Family Offices
Arizona
$548K +$3.41K +35 +0.7%
VA
410
Vident Advisory
Georgia
$547K -$58.9K -605 -11%
TPW
411
Transatlantique Private Wealth
New York
$546K +$16.3K +167 +3%
CC
412
Centiva Capital
New York
$529K -$2.32M -23,824 -83%
WI
413
Wahed Invest
New York
$523K +$52.8K +542 +13%
DAS
414
Diversify Advisory Services
Utah
$521K -$90.9K -934 -16%
VWM
415
Venturi Wealth Management
Texas
$518K +$131K +1,351 +40%
SB
416
Strategic Blueprint
Georgia
$513K -$46.8K -481 -9%
LJAC
417
L.J. Altfest & Co
New York
$502K -$5.16K -53 -1%
IFU
418
iSAM Funds (UK)
United Kingdom
$501K +$442K +4,539 New
AAMU
419
APG Asset Management US
New York
$500K -$5.08M -52,224 -92%
FTDI
420
First Trust Direct Indexing
Massachusetts
$491K -$157K -1,614 -27%
WH
421
Willner & Heller
California
$485K
Capstone Investment Advisors
422
Capstone Investment Advisors
New York
$483K -$54.1K -556 -11%
CL
423
Choreo LLC
Illinois
$480K +$57.7K +593 +15%
SFA
424
Sequoia Financial Advisors
Ohio
$471K +$55.3K +568 +15%
EWA
425
EP Wealth Advisors
California
$468K -$9.54K -98 -2%

COO Hedge Fund Activity: Q3 2024 in Review

657 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cooper Companies (COO) for Q3 2024, worth a combined $21.1B — up 25% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new COO positions and 46 closed out — a net gain of 40 holders — while 232 added to existing stakes and 253 trimmed.

The largest buyer was Millennium Management, adding an estimated $163M. The largest seller was Fidelity International, cutting an estimated $125M.

  • 657 institutional investors held Cooper Companies (COO) as of Q3 2024, up from 623 in Q2 2024.
  • Funds reported $21.1B of Cooper Companies stock for Q3 2024, up 25% quarter-over-quarter.
  • 86 funds opened new Cooper Companies positions in Q3 2024 and 46 closed out, a net change of +40 holders.
  • The largest Cooper Companies buyer in Q3 2024 was Millennium Management, an estimated $163M added.
  • The largest Cooper Companies seller in Q3 2024 was Fidelity International, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2024.