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Cooper Companies
COO

568 hedge funds and large institutions have $18.5B invested in Cooper Companies in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 187 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $8.36M

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

17% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 187

14% more capital invested

Capital invested by funds: $16.2B → $18.5B (+$2.32B)

2.32% more ownership

Funds ownership: 399.03% → 401.35% (+2.3%)

2% more funds holding

Funds holding: 559 → 568 (+9)

Holders
568
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
9.05%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
68
Increased
218
Reduced
187
Closed
48
Calls
$41.2M
Puts
$8.36M
Net Calls
+$32.8M
Net Calls Change
+$11.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$143M
2
WP
Woodline Partners
California
+$64.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$55.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$54.8M
5
Millennium Management
Millennium Management
New York
+$50.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$168M
2
CVA
Ceredex Value Advisors
Florida
-$92.9M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$36M
4
JP Morgan Chase
JP Morgan Chase
New York
-$35.7M
5
CIP
Champlain Investment Partners
Vermont
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
Baystate Wealth Management
Massachusetts
$9.98K – – –
SWA
527
Sutton Wealth Advisors
Florida
$9.33K – – –
AT
528
Avalon Trust
New Mexico
$9.33K +$8.6K +100 New
WP
529
WealthPLAN Partners
Nebraska
$9.33K +$8.6K +100 New
OAJ
530
Ogorek Anthony Joseph
New York
$9K – – –
FMP
531
Financial Management Professionals
Texas
$9K +$3.1K +36 +60%
SCA
532
Stuart Chaussee & Associates
California
$7.84K – – –
CA
533
Crewe Advisors
Utah
$7.47K -$3.1K -36 -31%
MCM
534
MV Capital Management
Maryland
$7.47K +$1.03K +12 +18%
GWS
535
Glassman Wealth Services
Virginia
$7.47K – – –
JWA
536
JFS Wealth Advisors
Pennsylvania
$6.73K +$344 +4 +6%
EARNEST Partners
537
EARNEST Partners
Georgia
$6.35K – – –
TJHA
538
Thomas J. Herzfeld Advisors
Florida
$6.35K – – –
VCM
539
Versant Capital Management
Arizona
$6.35K +$4.81K +56 +467%
SS
540
Sunbelt Securities
Texas
$5.88K +$5.5K +64 New
SC
541
Schubert & Co
Texas
$5.23K +$2.06K +24 +75%
PSB
542
Piscataqua Savings Bank
New Hampshire
$5.23K – – –
NFSG
543
Newbridge Financial Services Group
Florida
$4.48K – – –
IA
544
IFP Advisors
Florida
$4.4K -$18.2K -212 -63%
TWA
545
TCI Wealth Advisors
Arizona
$4.11K -$5.16K -60 -58%
CFB
546
Cullen/Frost Bankers
Texas
$3.36K -$1.03K -12 -25%
AF
547
Advisornet Financial
Minnesota
$3.36K +$344 +4 +13%
PWMG
548
Prestige Wealth Management Group
New Jersey
$2.61K – – –
GI
549
Gradient Investments
Minnesota
$2.61K +$2.41K +28 New
RTL
550
Red Tortoise LLC
Georgia
$2.24K – – –
20 21
22
23 24

COO Hedge Fund Activity: Q1 2023 in Review

568 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cooper Companies (COO) for Q1 2023, worth a combined $18.5B — up 14% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new COO positions and 48 closed out — a net gain of 20 holders — while 218 added to existing stakes and 187 trimmed.

The largest buyer was BlackRock, adding an estimated $143M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $168M.

  • 568 institutional investors held Cooper Companies (COO) as of Q1 2023, up from 559 in Q4 2022.
  • Funds reported $18.5B of Cooper Companies stock for Q1 2023, up 14% quarter-over-quarter.
  • 68 funds opened new Cooper Companies positions in Q1 2023 and 48 closed out, a net change of +20 holders.
  • The largest Cooper Companies buyer in Q1 2023 was BlackRock, an estimated $143M added.
  • The largest Cooper Companies seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2023.