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821 hedge funds and large institutions have $21B invested in Copart in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 337 increasing their positions, 258 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 66

31% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 258

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

2% more funds holding

Funds holding: 805821 (+16)

6% more call options, than puts

Call options by funds: $55.7M | Put options by funds: $52.6M

0.15% more ownership

Funds ownership: 325.01%325.17% (+0.15%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.23B)

Holders
821
Holders Change
+16
Holders Change %
+1.99%
% of All Funds
13.83%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.4%
New
92
Increased
337
Reduced
258
Closed
66
Calls
$55.7M
Puts
$52.6M
Net Calls
+$3.12M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
551
Encompass Wealth Advisors
Oregon
$435K
GF
552
Gries Financial
Ohio
$435K
KPWS
553
Kestra Private Wealth Services
Texas
$434K -$1.71K -60 -0.4%
YIH
554
Y-Intercept (HK)
Hong Kong
$429K +$450K +15,808 New
S
555
SignatureFD
Georgia
$428K +$146K +5,136 +48%
LJAC
556
L.J. Altfest & Co
New York
$428K +$448K +15,740 New
MC
557
Montag & Caldwell
Georgia
$427K -$398K -13,988 -47%
CAL
558
Capital Analysts LLC
Pennsylvania
$419K +$7.4K +260 +2%
DBRC
559
D.B. Root & Company
Pennsylvania
$414K -$1.14K -40 -0.3%
RJT
560
Raymond James Trust
Florida
$414K +$10.9K +384 +3%
CIA
561
Capital Impact Advisors
Massachusetts
$412K -$77.9K -2,736 -15%
YIA
562
YHB Investment Advisors
Connecticut
$411K +$62.3K +2,188 +17%
MGP
563
Metis Global Partners
California
$409K +$44.1K +1,548 +11%
CAM
564
Cresset Asset Management
Illinois
$407K -$194K -6,828 -31%
CTA
565
Chesley Taft & Associates
Illinois
$402K +$73.4K +2,580 +21%
HWMA
566
Heritage Wealth Management (Arizona)
Arizona
$401K +$63.9K +2,244 +18%
GLA
567
Great Lakes Advisors
Illinois
$394K -$36.2K -1,272 -8%
WSTAM
568
Wilbanks Smith & Thomas Asset Management
Virginia
$390K +$6.15K +216 +2%
MPPW
569
Mitchell & Pahl Private Wealth
Oklahoma
$390K +$60.9K +2,140 +18%
ST
570
Smithfield Trust
Pennsylvania
$389K
CP
571
Covenant Partners
Tennessee
$382K
BJL
572
Brighton Jones LLC
Washington
$376K +$33.1K +1,164 +9%
GI
573
GAMCO Investors
Connecticut
$375K +$82.5K +2,900 +27%
SIM
574
Studio Investment Management
Illinois
$369K +$41.8K +1,468 +12%
Cerity Partners
575
Cerity Partners
New York
$368K -$126K -4,440 -25%

CPRT Hedge Fund Activity: Q2 2022 in Review

821 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q2 2022, worth a combined $21B — down 13% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CPRT positions and 66 closed out — a net gain of 26 holders — while 337 added to existing stakes and 258 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $113M. The largest seller was Wellington Management Group, cutting an estimated $388M.

  • 821 institutional investors held Copart (CPRT) as of Q2 2022, up from 805 in Q1 2022.
  • Funds reported $21B of Copart stock for Q2 2022, down 13% quarter-over-quarter.
  • 92 funds opened new Copart positions in Q2 2022 and 66 closed out, a net change of +26 holders.
  • The largest Copart buyer in Q2 2022 was Morgan Stanley, an estimated $113M added.
  • The largest Copart seller in Q2 2022 was Wellington Management Group, an estimated $388M sold.

Based on aggregated 13F filings for Q2 2022.