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Costco

1,811 hedge funds and large institutions have $90.3B invested in Costco in 2019 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 700 increasing their positions, 707 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,811
Holders Change
+68
Holders Change %
+3.9%
% of All Funds
39.78%
Holding in Top 10
110
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.88%
% of All Funds
2.42%
New
136
Increased
700
Reduced
707
Closed
56
Calls
$1.49B
Puts
$2.17B
Net Calls
-$678M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TCCM
1751
Timber Creek Capital Management
Massachusetts
$43K
FFW
1752
Fusion Family Wealth
New York
$43K
MAM
1753
Marquette Asset Management
Minnesota
$43K +$43K +150 New
RFWA
1754
RPg Family Wealth Advisory
Massachusetts
$42.1K
CH
1755
Canton Hathaway
Rhode Island
$41K
ARMC
1756
American Research & Management Company
Massachusetts
$40K
VCM
1757
Versant Capital Management
Arizona
$39K -$9.11K -32 -19%
CJA
1758
C-J Advisory
California
$39K -$3.42K -12 -8%
THWM
1759
Taylor Hoffman Wealth Management
Virginia
$39K
TAIM
1760
TD Ameritrade Investment Management
Nebraska
$39K +$30.7K +108 +372%
UB
1761
UMB Bank
Missouri
$38.4K -$840 -2,916 -2%
PGAM
1762
Princeton Global Asset Management
New Jersey
$38K
GT
1763
Glenmede Trust
Pennsylvania
$37.6K -$27.7K -96,201 -42%
ETI
1764
Enterprise Trust & Investment
California
$36K +$22.8K +79 +172%
FMTCOCP
1765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K +$19.9K +69 +164%
HCA
1766
Horan Capital Advisors
Ohio
$31K +$31K +109 New
DOA
1767
D'Orazio & Associates
Virginia
$30K
AWM
1768
Avondale Wealth Management
Texas
$30K
HI
1769
Human Investing
Oregon
$30K
LWA
1770
Lowe Wealth Advisors
Maryland
$29K
JGIA
1771
Jackson Grant Investment Advisers
Connecticut
$27K
CWM
1772
Cranbrook Wealth Management
Michigan
$23K
BL
1773
Balentine LLC
Georgia
$23K +$8.52K +30 +59%
SWP
1774
Strategic Wealth Partners
Ohio
$22.1K +$204 +6 +0.9%
IRC
1775
Investors Research Corp
Georgia
$22K