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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 %
APWA
2051
Atlas Private Wealth Advisors
New Jersey
$70K -$12.8K -36 -15%
JFA
2052
JNBA Financial Advisors
Minnesota
$69K -$14.6K -41 -17%
JWM
2053
Janiczek Wealth Management
Colorado
$69K +$6.4K +18 +10%
SL
2054
Savior LLC
Massachusetts
$66K -$714 -2 -1%
TF
2055
TimeScale Financial
Massachusetts
$65K
RIM
2056
Rockbridge Investment Management
New York
$65K
C
2057
Cerebellum
California
$65K +$4.24K +12 +7%
CCM
2058
Cribstone Capital Management
Maine
$64K -$26.5K -75 -29%
EIM
2059
Essex Investment Management
Massachusetts
$64K
GCM
2060
Gables Capital Management
Florida
$63K
HGWM
2061
Harvest Group Wealth Management
Massachusetts
$61K
LWA
2062
Lowe Wealth Advisors
Maryland
$60K +$36.9K +104 +160%
LFG
2063
Larson Financial Group
Missouri
$58K -$6.01K -17 -9%
CWA
2064
Carolina Wealth Advisors
South Carolina
$57K +$22.4K +63 +65%
AA
2065
AlphaCentric Advisors
Puerto Rico
$56K -$5.32K -15 -9%
RG
2066
Retirement Group
California
$55K +$3.21K +9 +6%
PFA
2067
Professional Financial Advisors
Nebraska
$54K +$54K +150 New
RFWA
2068
RPg Family Wealth Advisory
Massachusetts
$53.6K
MAM
2069
Marquette Asset Management
Minnesota
$53K
FFW
2070
Fusion Family Wealth
New York
$53K
PCA
2071
Providence Capital Advisors
North Carolina
$53K
BC
2072
Belmont Capital
California
$51K
Millennium Management
2073
Millennium Management
New York
$50.9K -$10.7K -30,191 -17%
CHAM
2074
Clear Harbor Asset Management
Connecticut
$50.1K +$50.1K +141 New
CWM
2075
Cedar Wealth Management
California
$50K