1,066 hedge funds and large institutions have $45.8B invested in Copart in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 420 increasing their positions, 377 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+22
Holders Change %
+2.11%
% of All Funds
15.45%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
123
Increased
420
Reduced
377
Closed
88
Calls
$186M
Puts
$118M
Net Calls
+$68M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWP
576
Premier Path Wealth Partners
New Jersey
$1.03M -$49.3K -852 -5%
TPCW
577
TD Private Client Wealth
New York
$1.03M +$56.1K +968 +6%
BTWM
578
Baker Tilly Wealth Management
Wisconsin
$1.02M +$12.6K +218 +1%
VI
579
Versor Investments
New York
$1.02M +$125K +2,159 +14%
DC
580
Davenport & Co
Virginia
$1.01M +$37K +639 +4%
HWAM
581
Hennion & Walsh Asset Management
New Jersey
$1.01M +$372K +6,428 +58%
HWM
582
HB Wealth Management
Georgia
$1.01M +$16.9K +291 +2%
LA
583
LBP AM
France
$1.01M +$1.01M +17,396 New
BFG
584
Bleakley Financial Group
New Jersey
$1M +$25.3K +436 +3%
FTDI
585
First Trust Direct Indexing
Massachusetts
$1M +$166K +2,871 +20%
SW
586
Simplicity Wealth
New Jersey
$995K +$995K +17,176 New
CCG
587
Chatham Capital Group
Georgia
$987K
PFG
588
PAX Financial Group
Texas
$987K -$55.7K -961 -5%
S
589
SignatureFD
Georgia
$975K +$37.4K +645 +4%
RFN
590
RDA Financial Network
Iowa
$969K +$259K +4,476 +37%
WPC
591
Wedmont Private Capital
Pennsylvania
$952K +$13.8K +243 +1%
NAS
592
Nicolet Advisory Services
Wisconsin
$949K +$260K +4,578 +38%
TW
593
TritonPoint Wealth
Maryland
$944K -$58.4K -1,129 -6%
CTA
594
Chesley Taft & Associates
Illinois
$931K +$39.4K +680 +4%
BIG
595
Builder Investment Group
Georgia
$927K
SM
596
STF Management
Texas
$925K -$15.3K -265 -2%
LJAC
597
L.J. Altfest & Co
New York
$919K +$96.5K +1,667 +12%
SFA
598
Sequoia Financial Advisors
Ohio
$898K -$426K -7,347 -32%
VI
599
Vestcor Inc
New Brunswick, Canada
$889K -$135K -2,334 -13%
LFM
600
LGT Fund Management
Liechtenstein
$888K +$888K +15,323 New