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Coupang

429 hedge funds and large institutions have $22.5B invested in Coupang in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 147 increasing their positions, 130 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $450M | Put options by funds: $92.6M

47% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 60

13% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 130

6% more ownership

Funds ownership: 80.13%86.14% (+6%)

6% more funds holding

Funds holding: 405429 (+24)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

2% more capital invested

Capital invested by funds: $22B → $22.5B (+$543M)

Holders
429
Holders Change
+24
Holders Change %
+5.93%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
88
Increased
147
Reduced
130
Closed
60
Calls
$450M
Puts
$92.6M
Net Calls
+$357M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
326
Klingman & Associates
New York
$195K +$198K +12,027 New
BC
327
Bridgefront Capital
Texas
$190K +$194K +11,764 New
RPCONE
328
Retirement Planning Company of New England
Rhode Island
$188K +$192K +11,614 New
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$185K +$189K +11,432 New
YCM
330
Yousif Capital Management
Michigan
$182K +$8.83K +535 +5%
BCI
331
Brinker Capital Investments
Pennsylvania
$181K +$19.6K +1,186 +12%
OPS
332
Orion Portfolio Solutions
Nebraska
$181K +$19.6K +1,186 +12%
VAS
333
Vestmark Advisory Solutions
Massachusetts
$180K -$5.78K -350 -3%
HWAM
334
Hennion & Walsh Asset Management
New Jersey
$175K +$178K +10,806 New
SCV
335
Sands Capital Ventures
Virginia
$169K +$33.2K +2,013 +24%
RCA
336
Resonant Capital Advisors
Wisconsin
$165K -$396 -24 -0.2%
IWS
337
Integrity Wealth Solutions
Colorado
$163K +$166K +10,068 New
DCM
338
Deuterium Capital Management
Florida
$162K
LSA
339
Leonteq Securities AG
Switzerland
$154K +$46.4K +2,809 +42%
Nomura Asset Management
340
Nomura Asset Management
Japan
$138K +$30.1K +1,821 +27%
PFBT
341
Parkside Financial Bank & Trust
Missouri
$117K +$2.11K +128 +2%
AAM
342
Advisors Asset Management
Colorado
$115K +$8.86K +537 +8%
JWM
343
Jupiter Wealth Management
Colorado
$107K
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
$89.8K -$1.72M -104,002 -95%
AA
345
AlphaCentric Advisors
Puerto Rico
$79.7K -$8.09K -490 -9%
EC
346
EntryPoint Capital
New York
$79.7K +$81.2K +4,923 New
JFG
347
Jefferies Financial Group
New York
$72.5K -$55.3K -3,350 -43%
CT
348
Caldwell Trust
Florida
$64.8K
NL
349
NKCFO LLC
Illinois
$54K
LA
350
LM Advisors
California
$52.9K +$54K +3,270 New