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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
WAG
701
Wallace Advisory Group
California
$465K +$209K +4,422 +69%
ME
702
McIlrath & Eck
Washington
$463K -$3.97K -84 -0.9%
EVM
703
Evelyn V. Moreno
$461K
YMRC
704
Yorktown Management & Research Company
Virginia
$461K
SC
705
Syon Capital
California
$457K +$440K +9,322 New
IPAM
706
ICICI Prudential Asset Management
India
$457K +$38.9K +823 +10%
WA
707
Wambolt & Associates
Colorado
$454K
CI
708
Cigna Investments
Connecticut
$453K -$1.65K -35 -0.4%
SWM
709
Solano Wealth Management
California
$448K
BJL
710
Brighton Jones LLC
Washington
$443K +$35.6K +754 +9%
OWA
711
Octavia Wealth Advisors
Ohio
$442K -$31.9K -676 -7%
EA
712
Emerald Advisers
Pennsylvania
$439K +$139K +2,935 +49%
TWM
713
Trueblood Wealth Management
Ohio
$436K +$421K +8,904 New
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$434K -$7.79K -165 -2%
DWT
715
Dorsey & Whitney Trust
South Dakota
$433K +$2.69K +57 +0.6%
LA
716
Legacy Advisors
Pennsylvania
$432K +$16.3K +346 +4%
SGI
717
Summit Global Investments
Utah
$431K -$763K -16,160 -65%
EWA
718
EP Wealth Advisors
California
$431K +$41.2K +872 +11%
P
719
Pitcairn
Pennsylvania
$429K -$9.12K -193 -2%
DWM
720
Dogwood Wealth Management
Kansas
$425K +$410K +8,675 New
WCF
721
West Coast Financial
California
$425K -$20.7K -438 -5%
CFGS
722
Concourse Financial Group Securities
Alabama
$424K -$14.4K -304 -3%
ECM
723
Evergreen Capital Management
Washington
$424K +$6.9K +146 +2%
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$421K -$7.79K -165 -2%
FFO
725
Fiduciary Family Office
Florida
$419K +$404K +8,556 New

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.