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896 hedge funds and large institutions have $28.8B invested in Copart in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 328 increasing their positions, 325 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $27.6M

78% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 65

24% more capital invested

Capital invested by funds: $23.3B → $28.8B (+$5.48B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

4% more funds holding

Funds holding: 861896 (+35)

1% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 325

1.13% less ownership

Funds ownership: 161.64%160.51% (-1.1%)

Holders
896
Holders Change
+35
Holders Change %
+4.07%
% of All Funds
14.28%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.62%
New
116
Increased
328
Reduced
325
Closed
65
Calls
$55.2M
Puts
$27.6M
Net Calls
+$27.6M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
526
Summit Wealth & Retirement Planning
California
$792K -$263K -7,736 -27%
WAM
527
Weiss Asset Management
Massachusetts
$782K +$707K +20,800 New
CCM
528
Coldstream Capital Management
Washington
$776K +$30.7K +904 +5%
AC
529
Avestar Capital
New York
$769K +$8.02K +236 +1%
WFC
530
Western Financial Corp
California
$769K +$6.66K +196 +1%
FFG
531
Fortem Financial Group
California
$765K +$115K +3,376 +20%
VI
532
Vestcor Inc
New Brunswick, Canada
$759K -$3.33K -98 -0.5%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$758K +$36.9K +1,086 +6%
NA
534
NewEdge Advisors
Louisiana
$757K +$92.1K +2,708 +16%
LPT
535
Legacy Private Trust
Wisconsin
$755K +$17.4K +512 +3%
PAG
536
Private Advisor Group
New Jersey
$754K -$2.92K -86 -0.4%
EWA
537
Encompass Wealth Advisors
Oregon
$752K
HTC
538
Haverford Trust Company
Pennsylvania
$751K +$115K +3,392 +20%
WI
539
Wintrust Investments
Illinois
$750K
AWA
540
Alta Wealth Advisors
Massachusetts
$748K
GCC
541
Guardian Capital (Canada)
Ontario, Canada
$748K +$54.1K +1,590 +9%
AWS
542
Atria Wealth Solutions
New York
$723K +$207K +6,102 +46%
OWA
543
One Wealth Advisors
California
$722K +$15.5K +456 +2%
FNBOH
544
First National Bank of Hutchinson
Kansas
$722K +$295K +8,666 +82%
SAI
545
Systematic Alpha Investments
New Jersey
$713K
SIP
546
Scott Investment Partners
United Kingdom
$707K
CFM
547
Capricorn Fund Managers
United Kingdom
$703K -$2.54M -74,676 -80%
Two Sigma Investments
548
Two Sigma Investments
New York
$701K +$144K +4,248 +30%
SQA
549
Simon Quick Advisors
New Jersey
$698K +$16.2K +476 +3%
PFG
550
PAX Financial Group
Texas
$695K +$18.7K +550 +3%

CPRT Hedge Fund Activity: Q1 2023 in Review

896 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q1 2023, worth a combined $28.8B — up 24% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CPRT positions and 65 closed out — a net gain of 51 holders — while 328 added to existing stakes and 325 trimmed.

The largest buyer was AKO Capital, opening a new position worth an estimated $110M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $377M.

  • 896 institutional investors held Copart (CPRT) as of Q1 2023, up from 861 in Q4 2022.
  • Funds reported $28.8B of Copart stock for Q1 2023, up 24% quarter-over-quarter.
  • 116 funds opened new Copart positions in Q1 2023 and 65 closed out, a net change of +51 holders.
  • The largest Copart buyer in Q1 2023 was AKO Capital, an estimated $110M added.
  • The largest Copart seller in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2023.