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Costco

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
1826
MJP Associates
Connecticut
$401K +$401K +1,065 New
EM
1827
Excalibur Management
Massachusetts
$399K
PP
1828
Pegasus Partners
Wisconsin
$399K +$6.03K +16 +2%
MPAM
1829
Murphy Pohlad Asset Management
Minnesota
$397K -$132K -350 -25%
BOPW
1830
Brandywine Oak Private Wealth
Pennsylvania
$397K +$77.4K +206 +24%
CPW
1831
Catalyst Private Wealth
California
$396K
MA
1832
MONECO Advisors
Connecticut
$396K +$396K +1,078 New
CL
1833
Choreo LLC
Illinois
$395K -$140K -372 -26%
PFM
1834
Parsec Financial Management
North Carolina
$395K
WCM
1835
Wedge Capital Management
North Carolina
$392K -$10.2K -27 -3%
MPPW
1836
Mitchell & Pahl Private Wealth
Oklahoma
$392K +$392K +1,041 New
FCB
1837
First Command Bank
Texas
$391K +$10.9K +29 +3%
FCFS
1838
First Command Financial Services
Texas
$391K +$10.9K +29 +3%
HTHT
1839
Hemenway Trust Hemenway Trust
New Hampshire
$391K +$99.3K +264 +34%
IWP
1840
Icon Wealth Partners
Texas
$390K +$7.16K +19 +2%
VA
1841
Valmark Advisers
Ohio
$389K +$95.3K +253 +32%
NIMI
1842
Natixis Investment Managers International
France
$388K +$388K +1,030 New
WCM
1843
WealthBridge Capital Management
Ohio
$387K -$10.9K -29 -3%
CA
1844
Continuum Advisory
Idaho
$387K +$112K +298 +41%
RA
1845
RFG Advisory
Alabama
$385K -$11.5K -31 -3%
SCP
1846
Seizert Capital Partners
Michigan
$385K
FMT
1847
First Mercantile Trust
Tennessee
$384K +$124K +330 +48%
PFA
1848
Pettinga Financial Advisors
Indiana
$383K +$753 +2 +0.2%
PFBT
1849
Parkside Financial Bank & Trust
Missouri
$383K +$3.77K +10 +1%
CVM
1850
Cheviot Value Management
California
$382K