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 %
RIA
676
Regal Investment Advisors
Michigan
$568K -$5.21K -90 -0.9%
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$562K -$30.7K -530 -5%
AM
678
Atwater Malick
Pennsylvania
$559K +$559K +9,646 New
IPAM
679
ICICI Prudential Asset Management
India
$554K +$14.7K +253 +3%
NB
680
Nicolet Bankshares
Wisconsin
$553K
DWM
681
Dogwood Wealth Management
Kansas
$551K +$48.2K +832 +10%
DBRC
682
D.B. Root & Company
Pennsylvania
$550K -$5.27K -91 -0.9%
LA
683
Legacy Advisors
Pennsylvania
$550K +$39.2K +677 +8%
ACL
684
Applied Capital LLC
Florida
$549K +$549K +9,475 New
YMRC
685
Yorktown Management & Research Company
Virginia
$544K
EFM
686
E Fund Management
China
$542K -$7.53K -130 -1%
FHA
687
First Horizon Advisors
Tennessee
$541K +$145K +2,512 +37%
CWA
688
CM Wealth Advisors
Ohio
$541K +$541K +9,671 New
AAM
689
Advisors Asset Management
Colorado
$539K +$280K +4,831 +108%
WA
690
Wambolt & Associates
Colorado
$538K
Lido Advisors
691
Lido Advisors
California
$537K -$285K -4,927 -35%
FCBT
692
First Citizens Bank & Trust
North Carolina
$535K +$87.7K +1,515 +20%
BJL
693
Brighton Jones LLC
Washington
$535K +$11.8K +204 +2%
VWM
694
VCI Wealth Management
Missouri
$534K +$534K +9,224 New
UAG
695
United Advisor Group
Ohio
$533K +$533K +9,196 New
SWM
696
Solano Wealth Management
California
$530K
CI
697
Cigna Investments
Connecticut
$525K -$11.2K -194 -2%
DWT
698
Dorsey & Whitney Trust
South Dakota
$524K +$12.1K +209 +2%
OWA
699
Octavia Wealth Advisors
Ohio
$523K
HAG
700
HighPoint Advisor Group
Illinois
$523K -$28.6K -523 -5%