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Costco

2,916 hedge funds and large institutions have $140B invested in Costco in 2022 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,176 increasing their positions, 1,100 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,916
Holders Change
+114
Holders Change %
+4.07%
% of All Funds
47.05%
Holding in Top 10
181
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-29.3%
% of All Funds
2.92%
New
300
Increased
1,176
Reduced
1,100
Closed
123
Calls
$3.51B
Puts
$4.39B
Net Calls
-$884M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
201
Renaissance Technologies
New York
$63.4M -$267M -584,608 -81%
SOMRS
202
State of Michigan Retirement System
Michigan
$63.3M +$776K +1,700 +1%
MCM
203
Marsico Capital Management
Colorado
$63.1M -$671K -1,469 -1%
BHC
204
Bowen Hanes & Co
Florida
$62.8M +$826K +1,810 +1%
Marshall Wace
205
Marshall Wace
United Kingdom
$62.5M -$104M -227,374 -62%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$61.9M +$2.17M +4,749 +4%
KIA
207
KCM Investment Advisors
California
$61.3M +$75.3K +165 +0.1%
MIM
208
MetLife Investment Management
New Jersey
$60.8M -$1.24M -2,727 -2%
EWA
209
EP Wealth Advisors
California
$60.6M +$661K +1,448 +1%
CSIC
210
Clifford Swan Investment Counsel
California
$60.1M -$971K -2,126 -2%
State of Tennessee, Department of Treasury
211
State of Tennessee, Department of Treasury
Tennessee
$59.8M +$2.24M +4,910 +4%
DCM
212
Donaldson Capital Management
Indiana
$59.7M +$653K +1,431 +1%
Lord, Abbett & Co
213
Lord, Abbett & Co
New Jersey
$59.2M -$181M -396,674 -75%
EWM
214
Evercore Wealth Management
New York
$59.1M +$333K +729 +0.6%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$58.8M +$166K +364 +0.3%
DZ Bank
216
DZ Bank
Germany
$58.1M -$9.81M -21,496 -14%
FAM
217
Fred Alger Management
New York
$57.6M -$86.1M -188,512 -60%
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$57.3M -$4.77M -10,441 -8%
Twin Tree Management
219
Twin Tree Management
Texas
$56.8M +$32M +69,995 +129%
NB
220
Norinchukin Bank
Japan
$56.1M -$2.45M -5,370 -4%
KCM
221
Kornitzer Capital Management
Kansas
$56.1M -$619K -1,355 -1%
AB
222
Amalgamated Bank
New York
$55.3M -$5.3M -11,608 -9%
ASRS
223
Arizona State Retirement System
Arizona
$55.1M +$122K +268 +0.2%
VRS
224
Virginia Retirement Systems
Virginia
$54.9M -$37.2M -81,390 -40%
LCM
225
Laurion Capital Management
New York
$54.6M -$19.6M -42,958 -26%