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Costco

2,800 hedge funds and large institutions have $169B invested in Costco in 2021 Q4 according to their latest regulatory filings, with 461 funds opening new positions, 1,022 increasing their positions, 965 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+357
Holders Change %
+14.61%
% of All Funds
43.24%
Holding in Top 10
231
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+51.97%
% of All Funds
3.57%
New
461
Increased
1,022
Reduced
965
Closed
67
Calls
$5.14B
Puts
$5.55B
Net Calls
-$404M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EF
951
Empirical Finance
Pennsylvania
$4.33M +$1.15M +2,023 +36%
ADL
952
Asset Dedication LLC
California
$4.31M +$445K +781 +12%
IFA
953
Index Fund Advisors
California
$4.28M +$4.28M +7,545 New
EWA
954
Encompass Wealth Advisors
Oregon
$4.28M
HVP
955
Hudson Value Partners
Florida
$4.28M -$8.52K -15 -0.2%
SEEDPG
956
S.E.E.D. Planning Group
New York
$4.27M -$825K -1,453 -16%
S
957
Seeyond
France
$4.26M -$752K -1,324 -15%
OAMG
958
Odey Asset Management Group
United Kingdom
$4.26M
BAM
959
Bellevue Asset Management
Washington
$4.24M -$302K -532 -7%
RI
960
Rinkey Investments
California
$4.23M +$4.23M +8,100 New
RDWM
961
Red Door Wealth Management
Tennessee
$4.21M +$292K +515 +7%
QC
962
Quadrature Capital
United Kingdom
$4.21M +$4.21M +7,413 New
IA
963
IndexIQ Advisors
New York
$4.2M -$150K -264 -3%
CAL
964
Capital Analysts LLC
Pennsylvania
$4.19M -$278K -490 -6%
IRF
965
IBM Retirement Fund
New York
$4.18M -$2.9M -5,117 -41%
ZCI
966
Zevenbergen Capital Investments
Washington
$4.18M +$362K +637 +9%
LCM
967
Leisure Capital Management
California
$4.17M -$9.08K -16 -0.2%
MIC
968
MU Investments Company
Japan
$4.15M -$1M -1,770 -19%
CIG
969
Cairn Investment Group
Washington
$4.15M -$515K -907 -11%
MWA
970
Meridian Wealth Advisors
Texas
$4.14M +$238K +420 +6%
LW
971
Linscomb Wealth
Texas
$4.14M +$148K +260 +4%
UCMOK
972
United Capital Management of KS
Kansas
$4.14M -$17.6K -31 -0.4%
BONH
973
Bank of New Hampshire
New Hampshire
$4.12M -$823K -1,449 -17%
MFW
974
Meristem Family Wealth
Minnesota
$4.12M
BAM
975
Bruderman Asset Management
New York
$4.12M -$10.5M -18,457 -72%