We are live on ! Find out more

1,046 hedge funds and large institutions have $38.2B invested in Copart in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 382 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 75

73% more call options, than puts

Call options by funds: $81.1M | Put options by funds: $47M

16% more capital invested

Capital invested by funds: $32.9B → $38.2B (+$5.33B)

7% more funds holding

Funds holding: 9821,046 (+64)

1.9% more ownership

Funds ownership: 79.3%81.2% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 378

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

Holders
1,046
Holders Change
+64
Holders Change %
+6.52%
% of All Funds
15.25%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.47%
New
156
Increased
382
Reduced
378
Closed
75
Calls
$81.1M
Puts
$47M
Net Calls
+$34.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
576
Benjamin F. Edwards & Company
Missouri
$906K +$797K +16,880 +1,048%
AWM
577
AE Wealth Management
Kansas
$903K -$33.4K -707 -4%
SWS
578
SYSTM Wealth Solutions
Illinois
$867K +$52.1K +1,103 +7%
NG
579
Norden Group
Utah
$867K -$134K -2,841 -14%
VI
580
Vestcor Inc
New Brunswick, Canada
$866K -$8.6K -182 -1%
Nomura Holdings
581
Nomura Holdings
Japan
$863K +$497K +10,511 +148%
BIA
582
Benchmark Investment Advisors
Illinois
$852K +$822K +17,396 New
YIH
583
Y-Intercept (HK)
Hong Kong
$850K -$167K -3,535 -17%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$849K -$154K -3,258 -16%
HWM
585
HB Wealth Management
Georgia
$841K +$63.8K +1,351 +9%
CCG
586
Chatham Capital Group
Georgia
$835K
BFG
587
Bleakley Financial Group
New Jersey
$828K +$74.1K +1,568 +10%
UAS
588
United Asset Strategies
New York
$827K +$82.8K +1,752 +12%
DC
589
Davenport & Co
Virginia
$827K -$42K -889 -5%
PP
590
Paloma Partners
Connecticut
$824K +$794K +16,815 New
SS
591
Simplicity Solutions
Minnesota
$823K +$69.9K +1,480 +10%
SQA
592
Simon Quick Advisors
New Jersey
$822K +$7.84K +166 +1%
TPCW
593
TD Private Client Wealth
New York
$820K +$615K +13,012 +349%
PFS
594
Prospera Financial Services
Texas
$814K -$237K -5,022 -23%
GF
595
Gries Financial
Ohio
$809K +$10.5K +223 +1%
JFG
596
Jefferies Financial Group
New York
$809K +$449K +9,500 +136%
SIA
597
Sit Investment Associates
Minnesota
$802K
PAG
598
Private Advisory Group
Washington
$798K +$770K +16,291 New
WS
599
Wedbush Securities
California
$796K +$155K +3,278 +25%
SM
600
STF Management
Texas
$795K +$28.4K +601 +4%

CPRT Hedge Fund Activity: Q4 2023 in Review

1,046 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q4 2023, worth a combined $38.2B — up 16% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CPRT positions and 75 closed out — a net gain of 81 holders — while 382 added to existing stakes and 378 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $451M. The largest seller was AKO Capital, cutting an estimated $162M.

  • 1,046 institutional investors held Copart (CPRT) as of Q4 2023, up from 982 in Q3 2023.
  • Funds reported $38.2B of Copart stock for Q4 2023, up 16% quarter-over-quarter.
  • 156 funds opened new Copart positions in Q4 2023 and 75 closed out, a net change of +81 holders.
  • The largest Copart buyer in Q4 2023 was Morgan Stanley, an estimated $451M added.
  • The largest Copart seller in Q4 2023 was AKO Capital, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.