We are live on ! Find out more

823 hedge funds and large institutions have $20.6B invested in Copart in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 336 increasing their positions, 290 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $75.7M | Put options by funds: $39.4M

16% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 290

15% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 60

1.03% more ownership

Funds ownership: 325.17%326.2% (+1%)

0% more funds holding

Funds holding: 821823 (+2)

2% less capital invested

Capital invested by funds: $21B → $20.6B (-$372M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
823
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
14.18%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
69
Increased
336
Reduced
290
Closed
60
Calls
$75.7M
Puts
$39.4M
Net Calls
+$36.3M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NR
701
Newfound Research
Massachusetts
$82K -$11.6K -388 -11%
TWM
702
Tradition Wealth Management
Minnesota
$82K +$92.1K +3,092 New
CA
703
Centerpoint Advisors
Massachusetts
$81K
DWA
704
Dougherty Wealth Advisers
Minnesota
$80K
ZB
705
Zions Bancorporation
Utah
$78K -$1.43K -48 -2%
CDIA
706
Capital Directions Investment Advisors
Georgia
$77K -$86K -2,888 Closed
SWM
707
Spire Wealth Management
Virginia
$72K -$26.4K -888 -25%
BC
708
Barrett & Company
Rhode Island
$69.4K +$136K +4,560 New
SFO
709
Standard Family Office
South Dakota
$63K +$70.3K +2,360 New
KFS
710
Kelly Financial Services
Massachusetts
$58.5K
WTA
711
Washington Trust Advisors
Massachusetts
$54K +$3.69K +124 +7%
BTI
712
Blue Trust Inc
Georgia
$54K +$21.4K +720 +56%
WPWM
713
Western Pacific Wealth Management
Illinois
$53K +$57.6K +1,936 +2,547%
1832 Asset Management
714
1832 Asset Management
Ontario, Canada
$52K +$1.43K +48 +3%
TWA
715
TCI Wealth Advisors
Arizona
$50K +$834 +28 +2%
JWA
716
JFS Wealth Advisors
Pennsylvania
$49K -$5.36K -180 -9%
TFS
717
TrustCore Financial Services
Tennessee
$48K +$7.5K +252 +16%
PTC
718
Private Trust Company
Ohio
$48K +$9.17K +308 +21%
CP
719
Castleview Partners
Texas
$48K +$29.9K +1,004 +126%
GWS
720
Glassman Wealth Services
Virginia
$47K +$12K +404 +30%
EBA
721
Eagle Bay Advisors
New York
$46K -$357 -12 -0.7%
CCM
722
Covington Capital Management
California
$46K +$2.02K +68 +4%
SC
723
Solstein Capital
California
$45K
BWA
724
BDO Wealth Advisors
Florida
$43K +$39.3K +1,320 +429%
CCA
725
Column Capital Advisors
Indiana
$37K

CPRT Hedge Fund Activity: Q3 2022 in Review

823 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q3 2022, worth a combined $20.6B — down 1.8% from $21B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new CPRT positions and 60 closed out — a net gain of 9 holders — while 336 added to existing stakes and 290 trimmed.

The largest buyer was Bessemer Group, adding an estimated $185M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $146M.

  • 823 institutional investors held Copart (CPRT) as of Q3 2022, up from 821 in Q2 2022.
  • Funds reported $20.6B of Copart stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 69 funds opened new Copart positions in Q3 2022 and 60 closed out, a net change of +9 holders.
  • The largest Copart buyer in Q3 2022 was Bessemer Group, an estimated $185M added.
  • The largest Copart seller in Q3 2022 was Brown Brothers Harriman & Co, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2022.