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429 hedge funds and large institutions have $9.67B invested in Copart in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 167 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $7.23M

21% more capital invested

Capital invested by funds: $7.98B → $9.67B (+$1.69B)

7.8% more ownership

Funds ownership: 319.65%327.45% (+7.8%)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

2% less funds holding

Funds holding: 436429 (-7)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

15% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 167

Holders
429
Holders Change
-7
Holders Change %
-1.61%
% of All Funds
9.83%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.53%
New
53
Increased
142
Reduced
167
Closed
53
Calls
$13.8M
Puts
$7.23M
Net Calls
+$6.57M
Net Calls Change
+$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
376
TrueWealth LLC
Georgia
$50K -$18.1K -1,564 -29%
PCTC
377
Perkins Coie Trust Company
Washington
$47K +$42.8K +3,700 New
FANJ
378
Financial Architects (New Jersey)
New Jersey
$44K -$6.85K -592 -15%
HIIFS
379
Harel Insurance Investments & Financial Services
Israel
$42K -$6.66K -576 -15%
FCAG
380
First Capital Advisors Group
New Jersey
$42K +$38.2K +3,300 New
MCWS
381
McKinley Carter Wealth Services
West Virginia
$41K +$37K +3,200 New
PAM
382
Paradigm Asset Management
New York
$38.2K
VFA
383
Valeo Financial Advisors
Indiana
$37K +$26.4K +2,280 +361%
PCP
384
Proficio Capital Partners
Massachusetts
$34K -$463 -40 -1%
FHA
385
First Horizon Advisors
Tennessee
$33K
NWM
386
Northwest Wealth Management
Iowa
$33K +$30.1K +2,604 New
AF
387
Advisornet Financial
Minnesota
$27K +$1.34K +116 +6%
LNB
388
Ledyard National Bank
$23K
LF
389
Lee Financial
Texas
$22K +$20.1K +1,740 New
GAM
390
Gemmer Asset Management
California
$21K
SIM
391
Sonora Investment Management
Arizona
$20.4K
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$20K -$10.8K -932 -37%
TWA
393
TCI Wealth Advisors
Arizona
$20K
QCG
394
Quadrant Capital Group
Ohio
$18K +$8.05K +696 +66%
AC
395
Avestar Capital
New York
$16K
CCM
396
Covington Capital Management
California
$16K
PCFFS
397
Pacific Center for Financial Services
California
$15K
LFG
398
LifePlan Financial Group
Ohio
$13K +$12.3K +1,060 New
SPIA
399
Steward Partners Investment Advisory
New York
$12K
CMBA
400
C.M. Bidwell & Associates
Hawaii
$11K

CPRT Hedge Fund Activity: Q1 2018 in Review

429 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q1 2018, worth a combined $9.67B — up 21% from $7.98B a quarter earlier.

Fund positioning in CPRT was balanced in Q1 2018: 53 funds opened new positions, 53 closed out, 142 added to existing stakes and 167 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $302M. The largest seller was Prescott General Partners, cutting an estimated $84.5M.

  • 429 institutional investors held Copart (CPRT) as of Q1 2018, down from 436 in Q4 2017.
  • Funds reported $9.67B of Copart stock for Q1 2018, up 21% quarter-over-quarter.
  • 53 funds opened new Copart positions in Q1 2018 and 53 closed out, a net change of 0 holders.
  • The largest Copart buyer in Q1 2018 was Morgan Stanley, an estimated $302M added.
  • The largest Copart seller in Q1 2018 was Prescott General Partners, an estimated $84.5M sold.

Based on aggregated 13F filings for Q1 2018.