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1,071 hedge funds and large institutions have $45.9B invested in Copart in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 420 increasing their positions, 379 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $186M | Put options by funds: $118M

43% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 88

20% more capital invested

Capital invested by funds: $38.2B → $45.9B (+$7.68B)

11% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 379

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

2% more funds holding

Funds holding: 1,0461,071 (+25)

1.27% more ownership

Funds ownership: 81.2%82.47% (+1.3%)

Holders
1,071
Holders Change
+25
Holders Change %
+2.39%
% of All Funds
15.43%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
126
Increased
420
Reduced
379
Closed
88
Calls
$186M
Puts
$118M
Net Calls
+$68M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
576
Greenleaf Trust
Michigan
$1.05M +$99.2K +1,929 +12%
SWS
577
SYSTM Wealth Solutions
Illinois
$1.05M +$19.5K +380 +2%
UFF
578
USA Financial Formulas
Michigan
$1.05M -$1.71M -33,161 -65%
PPWP
579
Premier Path Wealth Partners
New Jersey
$1.03M -$43.8K -852 -5%
TPCW
580
TD Private Client Wealth
New York
$1.03M +$49.8K +968 +6%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$1.02M +$11.2K +218 +1%
VI
582
Versor Investments
New York
$1.02M +$111K +2,159 +14%
DC
583
Davenport & Co
Virginia
$1.01M +$32.9K +639 +4%
HWAM
584
Hennion & Walsh Asset Management
New Jersey
$1.01M +$331K +6,428 +58%
HWM
585
HB Wealth Management
Georgia
$1.01M +$15K +291 +2%
LA
586
LBP AM
France
$1.01M +$894K +17,396 New
BFG
587
Bleakley Financial Group
New Jersey
$1M +$22.4K +436 +3%
FTDI
588
First Trust Direct Indexing
Massachusetts
$1M +$148K +2,871 +20%
SW
589
Simplicity Wealth
New Jersey
$995K +$883K +17,176 New
CCG
590
Chatham Capital Group
Georgia
$987K
PFG
591
PAX Financial Group
Texas
$987K -$49.4K -961 -5%
S
592
SignatureFD
Georgia
$975K +$33.2K +645 +4%
RFN
593
RDA Financial Network
Iowa
$969K +$230K +4,476 +37%
WPC
594
Wedmont Private Capital
Pennsylvania
$952K +$12.5K +243 +1%
NAS
595
Nicolet Advisory Services
Wisconsin
$949K +$235K +4,578 +38%
TW
596
TritonPoint Wealth
Maryland
$944K -$58.1K -1,129 -6%
CTA
597
Chesley Taft & Associates
Illinois
$931K +$35K +680 +4%
BIG
598
Builder Investment Group
Georgia
$927K
SM
599
STF Management
Texas
$925K -$13.6K -265 -2%
LJAC
600
L.J. Altfest & Co
New York
$919K +$85.7K +1,667 +12%

CPRT Hedge Fund Activity: Q1 2024 in Review

1,071 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q1 2024, worth a combined $45.9B — up 20% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new CPRT positions and 88 closed out — a net gain of 38 holders — while 420 added to existing stakes and 379 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $693M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 1,071 institutional investors held Copart (CPRT) as of Q1 2024, up from 1,046 in Q4 2023.
  • Funds reported $45.9B of Copart stock for Q1 2024, up 20% quarter-over-quarter.
  • 126 funds opened new Copart positions in Q1 2024 and 88 closed out, a net change of +38 holders.
  • The largest Copart buyer in Q1 2024 was Edgewood Management, an estimated $693M added.
  • The largest Copart seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.