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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 %
LCS
1576
Levin Capital Strategies
New York
$533K +$178K +500 +50%
CI
1577
Clal Insurance
Israel
$532K +$532K +1,500 New
PWA
1578
Physician Wealth Advisors
Utah
$531K
HCP
1579
Hexagon Capital Partners
Arkansas
$531K +$531K +1,459 New
HL
1580
HeadInvest LLC
Maine
$530K +$355 +1 +0.1%
T
1581
TOBAM
France
$530K +$530K +1,492 New
PCP
1582
Proficio Capital Partners
Massachusetts
$527K +$2.81K +8 +0.5%
MCM
1583
Monarch Capital Management
Indiana
$523K
GFS
1584
GYL Financial Synergies
Connecticut
$523K +$23.4K +66 +5%
CAM
1585
Carret Asset Management
New York
$520K +$125K +352 +32%
Members Trust
1586
Members Trust
Florida
$519K +$11K +31 +2%
KM
1587
Kalos Management
Georgia
$517K -$82.7K -225 -14%
CNC
1588
Canandaigua National Corp
New York
$517K +$13.1K +37 +3%
SWM
1589
Sugarloaf Wealth Management
Georgia
$510K
GIP
1590
Greatmark Investment Partners
Georgia
$507K -$2.84K -8 -0.6%
NEAM
1591
New England Asset Management
Connecticut
$506K
LP
1592
LMR Partners
United Kingdom
$506K +$506K +1,424 New
CL
1593
Choreo LLC
Illinois
$504K -$33.4K -94 -6%
GAM
1594
Gould Asset Management
California
$499K
HFRG
1595
Houlihan Financial Resource Group
Virginia
$499K +$499K +1,338 New
MPAM
1596
Murphy Pohlad Asset Management
Minnesota
$498K
MWM
1597
Moulton Wealth Management
Washington
$498K +$753 +2 +0.2%
GIA
1598
Guyasuta Investment Advisors
Pennsylvania
$498K +$79.8K +225 +19%
HTI
1599
Hikari Tsushin Inc
Japan
$497K
CWM
1600
Circle Wealth Management
New Jersey
$497K +$76.6K +216 +18%