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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
376
Mercer Global Advisors
Colorado
$19.3M +$479K +1,066 +3%
ACM
377
Azimuth Capital Management
Michigan
$19.2M +$245K +545 +1%
DY
378
Dowling & Yahnke
California
$19.2M -$861K -1,916 -4%
BMM
379
Buffington Mohr McNeal
Idaho
$19.2M -$325K -724 -2%
Wealthfront Advisers
380
Wealthfront Advisers
California
$19.1M +$1.47M +3,264 +8%
CWM
381
CIBC World Markets
New York
$19M +$3.08M +6,858 +19%
B
382
Bailard
California
$19M -$40K -89 -0.2%
VI
383
Vestcor Inc
New Brunswick, Canada
$18.9M -$687K -1,528 -4%
ZAM
384
Zevin Asset Management
Massachusetts
$18.9M +$137K +305 +0.7%
AAM
385
Advisors Asset Management
Colorado
$18.9M -$1.19M -2,659 -6%
AAM
386
Autus Asset Management
Arizona
$18.8M -$452K -1,007 -2%
FCH
387
Freestone Capital Holdings
Washington
$18.6M -$999K -2,224 -5%
HIMCH
388
Hartford Investment Management Co (HIMCO)
Connecticut
$18.6M -$2.36M -5,245 -11%
KLWA
389
Kelly Lawrence W & Associates
California
$18.4M -$70.5K -157 -0.4%
OGC
390
Oak Grove Capital
New Hampshire
$18.4M -$180K -400 -1%
Jane Street
391
Jane Street
New York
$18.4M -$21.8M -48,508 -54%
SF
392
Synovus Financial
Georgia
$18.2M -$525K -1,169 -3%
BHWM
393
Bar Harbor Wealth Management
New Hampshire
$18.2M -$111K -246 -0.6%
IC
394
IEQ Capital
California
$18M +$744K +1,655 +4%
SCM
395
Shelton Capital Management
Colorado
$18M -$2.46M -5,478 -12%
AWM
396
Absher Wealth Management
North Carolina
$18M -$1.23M -2,742 -6%
CI
397
Capital International
California
$18M -$191K -424 -1%
WS
398
Wedbush Securities
California
$17.9M +$27.9K +62 +0.2%
AFG
399
Albion Financial Group
Utah
$17.8M -$228K -507 -1%
CA
400
Cornerstone Advisors
North Carolina
$17.7M