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Costco

2,149 hedge funds and large institutions have $108B invested in Costco in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 897 increasing their positions, 788 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+75
Holders Change %
+3.62%
% of All Funds
43.48%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
2.57%
New
165
Increased
897
Reduced
788
Closed
71
Calls
$3.49B
Puts
$3.54B
Net Calls
-$50.3M
Net Calls Change
+$656M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
501
Sonora Investment Management
Arizona
$9.03M +$97.6K +275 +1%
QC
502
Quadrature Capital
United Kingdom
$9.01M +$9.01M +25,382 New
UC
503
Unio Capital
New Jersey
$9M +$171K +457 +2%
AI
504
Atria Investments
North Carolina
$8.93M -$88.4K -249 -1%
MAM
505
Madison Asset Management
Wisconsin
$8.92M -$195K -548 -2%
GJIC
506
Gamble Jones Investment Counsel
California
$8.92M -$23.1K -65 -0.3%
CCM
507
Coldstream Capital Management
Washington
$8.87M -$38K -107 -0.4%
LWM
508
Lyell Wealth Management
California
$8.85M +$77.7K +219 +0.9%
PCM
509
Palisade Capital Management
New Jersey
$8.82M +$136K +383 +2%
ASN
510
Advisory Services Network
Georgia
$8.82M +$356K +1,004 +4%
Mercer Global Advisors
511
Mercer Global Advisors
Colorado
$8.8M +$742K +2,089 +9%
AC
512
Addenda Capital
Quebec, Canada
$8.77M -$291K -821 -3%
OGC
513
Oak Grove Capital
New Hampshire
$8.76M -$4.04M -11,384 -32%
FMC
514
First Merchants Corp
Indiana
$8.74M +$39K +110 +0.4%
NWM
515
Nicola Wealth Management
British Columbia, Canada
$8.7M -$1.95M -5,500 -18%
RHFI
516
Reilly Herbert Faulkner III
$8.63M +$5.68K +16 +0.1%
IAA
517
Independent Advisor Alliance
North Carolina
$8.55M +$4.93M +13,883 +136%
SSA
518
Schonfeld Strategic Advisors
New York
$8.4M +$8.4M +23,660 New
KWILP
519
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.28M -$107K -302 -1%
JSA
520
Jacobson & Schmitt Advisors
Wisconsin
$8.25M -$140K -393 -2%
RIG
521
Renaissance Investment Group
Massachusetts
$8.15M +$13.8K +39 +0.2%
NA
522
NewEdge Advisors
Louisiana
$8.13M +$2.3M +6,469 +39%
AP
523
Advisor Partners
California
$8.13M +$35.5K +100 +0.4%
HAG
524
HighPoint Advisor Group
Illinois
$8.12M +$446K +1,159 +6%
TI
525
Trexquant Investment
Connecticut
$8.1M +$8.1M +22,823 New