We are live on ! Find out more

503 hedge funds and large institutions have $9.28B invested in Copart in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

5.41% more ownership

Funds ownership: 327.46%332.88% (+5.4%)

3% less call options, than puts

Call options by funds: $9.08M | Put options by funds: $9.39M

5% less capital invested

Capital invested by funds: $9.79B → $9.28B (-$517M)

6% less funds holding

Funds holding: 536503 (-33)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

37% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 235

Holders
503
Holders Change
-33
Holders Change %
-6.16%
% of All Funds
11.21%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.53%
New
50
Increased
149
Reduced
235
Closed
78
Calls
$9.08M
Puts
$9.39M
Net Calls
-$310K
Net Calls Change
-$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
426
Lindbrook Capital
California
$41K +$43.3K +3,504 New
DWA
427
Dougherty Wealth Advisers
Minnesota
$39K +$37.1K +3,008 New
NWM
428
Northwest Wealth Management
Iowa
$36K +$4.99K +404 +16%
PFO
429
Pathstone Family Office
New Jersey
$36K +$36.9K +2,992 New
PAM
430
Paradigm Asset Management
New York
$35.8K -$116K -9,400 -76%
HIIFS
431
Harel Insurance Investments & Financial Services
Israel
$35K -$1.14K -92 -3%
PCP
432
Proficio Capital Partners
Massachusetts
$32K +$1.14K +92 +4%
PCTC
433
Perkins Coie Trust Company
Washington
$29K
DWM
434
Doyle Wealth Management
Florida
$29K +$29.6K +2,400 New
GLI
435
Guardian Life Insurance
New York
$28K
ASN
436
Advisory Services Network
Georgia
$28K +$938 +76 +3%
SLF
437
Sun Life Financial
Ontario, Canada
$27K -$99 -8 -0.4%
CIA
438
CSat Investment Advisory
Michigan
$25K +$14K +1,132 +120%
AF
439
Advisornet Financial
Minnesota
$24K
KA
440
Kaizen Advisory
Illinois
$24K +$24.8K +2,012 New
PI
441
PEAK6 Investments
Illinois
$23K +$23.7K +1,920 New
LNB
442
Ledyard National Bank
$22K
JA
443
JOYN Advisors
Georgia
$22K +$20.4K +1,648 +777%
CFA
444
Carroll Financial Associates
North Carolina
$21K +$14.7K +1,192 +204%
VFA
445
Valeo Financial Advisors
Indiana
$20K -$4.3K -348 -17%
GAM
446
Gemmer Asset Management
California
$20K
CTC
447
Central Trust Company
Missouri
$19K -$117K -9,460 -86%
TWA
448
TCI Wealth Advisors
Arizona
$19K -$889 -72 -4%
BG
449
Bollard Group
Massachusetts
$19K
SIM
450
Sonora Investment Management
Arizona
$19K

CPRT Hedge Fund Activity: Q4 2018 in Review

503 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q4 2018, worth a combined $9.28B — down 5.3% from $9.79B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of CPRT and 50 opened new positions — a net loss of 28 holders — while 235 trimmed existing stakes and 149 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $281M. The largest seller was Fidelity Investments, cutting an estimated $80.7M.

  • 503 institutional investors held Copart (CPRT) as of Q4 2018, down from 536 in Q3 2018.
  • Funds reported $9.28B of Copart stock for Q4 2018, down 5.3% quarter-over-quarter.
  • 50 funds opened new Copart positions in Q4 2018 and 78 closed out, a net change of -28 holders.
  • The largest Copart buyer in Q4 2018 was Brown Brothers Harriman & Co, an estimated $281M added.
  • The largest Copart seller in Q4 2018 was Fidelity Investments, an estimated $80.7M sold.

Based on aggregated 13F filings for Q4 2018.