1,065 hedge funds and large institutions have $42.4B invested in Copart in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 428 increasing their positions, 387 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.49%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
102
Increased
428
Reduced
387
Closed
87
Calls
$107M
Puts
$63.5M
Net Calls
+$43.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DBRC
701
D.B. Root & Company
Pennsylvania
$547K +$32.6K +602 +6%
NHC
702
Nicholas Hoffman & Company
Georgia
$543K -$3.58K -66 -0.7%
LPT
703
Legacy Private Trust
Wisconsin
$541K -$15K -277 -3%
HAG
704
HighPoint Advisor Group
Illinois
$539K +$43.5K +840 +9%
FHA
705
First Horizon Advisors
Tennessee
$538K +$31.4K +580 +6%
PWPS
706
Pinnacle Wealth Planning Services
Ohio
$527K +$1.9K +35 +0.4%
BJL
707
Brighton Jones LLC
Washington
$523K +$22.8K +421 +5%
DWT
708
Dorsey & Whitney Trust
South Dakota
$522K +$31.9K +589 +7%
AWM
709
AE Wealth Management
Kansas
$521K +$521K +9,621 New
LA
710
Legacy Advisors
Pennsylvania
$521K +$7.04K +130 +1%
TCA
711
Transcend Capital Advisors
New Jersey
$520K +$520K +9,592 New
NB
712
Nicolet Bankshares
Wisconsin
$517K
IAA
713
Independent Advisor Alliance
North Carolina
$514K -$58.9K -1,087 -10%
YMRC
714
Yorktown Management & Research Company
Virginia
$509K
CFM
715
Catalyst Funds Management
Australia
$504K +$504K +9,300 New
SWM
716
Solano Wealth Management
California
$496K
ECM
717
Evergreen Capital Management
Washington
$495K +$24.3K +449 +5%
DADC
718
D.A. Davidson & Co
Montana
$494K +$33.6K +620 +7%
WA
719
Wambolt & Associates
Colorado
$494K
WAG
720
Wallace Advisory Group
California
$492K -$39.7K -733 -7%
SOS
721
Silver Oak Securities
Tennessee
$492K -$117K -2,169 -19%
SMG
722
Smart Money Group
Texas
$490K +$98.1K +1,875 +25%
OWA
723
Octavia Wealth Advisors
Ohio
$489K
TWM
724
Trueblood Wealth Management
Ohio
$487K
CI
725
Cigna Investments
Connecticut
$486K -$4.61K -85 -0.9%