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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 %
OSAM
1151
O'Shaughnessy Asset Management
Connecticut
$1.41M -$209K -590 -13%
GSBTD
1152
Glenview State Bank Trust Department
Illinois
$1.41M +$218K +615 +18%
HI
1153
Horizon Investments
North Carolina
$1.4M -$5.98M -16,890 -81%
HT
1154
Heritage Trust
Oklahoma
$1.4M -$7.81K -22 -0.6%
JWM
1155
JGP Wealth Management
Oregon
$1.4M +$58.4K +161 +4%
TPWA
1156
TRUE Private Wealth Advisors
Oregon
$1.39M +$509K +1,434 +58%
CCA
1157
Checchi Capital Advisers
California
$1.39M -$21.7K -61 -2%
EA
1158
Ellsworth Advisors
Ohio
$1.38M +$5.68K +16 +0.4%
CIAS
1159
Capital Investment Advisory Services
North Carolina
$1.38M +$116K +327 +9%
WI
1160
Wintrust Investments
Illinois
$1.38M -$29.1K -82 -2%
COF
1161
Capital One Financial
Virginia
$1.37M -$187K -526 -12%
EH
1162
Employers Holdings
Nevada
$1.36M +$78.1K +220 +6%
SFI
1163
Susquehanna Fundamental Investments
Pennsylvania
$1.35M
OIA
1164
OneDigital Investment Advisors
Kansas
$1.34M +$126K +354 +10%
MLM
1165
Mount Lucas Management
Pennsylvania
$1.34M -$103K -291 -7%
FC
1166
FORA Capital
Florida
$1.34M +$1.34M +3,761 New
NEI
1167
Northwest & Ethical Investments
Ontario, Canada
$1.33M +$97.3K +274 +8%
VAS
1168
Vestmark Advisory Solutions
Massachusetts
$1.33M +$25.2K +71 +2%
EF
1169
Empirical Finance
Pennsylvania
$1.33M +$278K +782 +26%
BIAS
1170
Beacon Investment Advisory Services
New Jersey
$1.32M +$14.2K +40 +1%
PPW
1171
Parcion Private Wealth
Washington
$1.32M -$106K -298 -7%
FL
1172
Fort LP
Maryland
$1.32M +$315K +888 +31%
LWAC
1173
Laurel Wealth Advisors (California)
California
$1.32M +$49K +138 +4%
RT
1174
Rockland Trust
Massachusetts
$1.31M +$72.1K +203 +6%
SRAM
1175
Spouting Rock Asset Management
Pennsylvania
$1.31M +$1.31M +3,694 New