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Copart
CPRT

Overview Fund Activity

1,078 hedge funds and large institutions have $40.5B invested in Copart in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 442 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+13
Holders Change %
+1.22%
% of All Funds
15.59%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
111
Increased
442
Reduced
389
Closed
85
Calls
$106M
Puts
$104M
Net Calls
+$1.97M
Net Calls Change
-$41.7M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$178M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$158M
3
First Trust Advisors
First Trust Advisors
Illinois
+$143M
4
Capital World Investors
Capital World Investors
California
+$133M
5
Franklin Resources
Franklin Resources
California
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
2
Bessemer Group
Bessemer Group
New Jersey
-$144M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$141M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$124M
5
Citadel Advisors
Citadel Advisors
Florida
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
701
Legacy Private Trust
Wisconsin
$523K – – –
P
702
Pitcairn
Pennsylvania
$521K -$95.2K -1,817 -15%
VWM
703
Venturi Wealth Management
Texas
$514K +$141K +2,697 +38%
AAP
704
Arax Advisory Partners
Colorado
$510K +$503K +9,602 +7,744%
CFGS
705
Concourse Financial Group Securities
Alabama
$507K +$109K +2,079 +27%
CW
706
CreativeOne Wealth
Kansas
$503K +$259K +4,951 +106%
NB
707
Nicolet Bankshares
Wisconsin
$500K – – –
SCM
708
Semanteon Capital Management
Massachusetts
$498K +$104K +1,988 +26%
EWA
709
EP Wealth Advisors
California
$495K -$67.4K -1,286 -12%
DBRC
710
D.B. Root & Company
Pennsylvania
$493K -$35.8K -684 -7%
HAG
711
HighPoint Advisor Group
Illinois
$493K -$43.6K -846 -8%
YMRC
712
Yorktown Management & Research Company
Virginia
$493K – – –
WAG
713
Wallace Advisory Group
California
$492K – – –
IAA
714
Independent Advisor Alliance
North Carolina
$492K -$5.35K -102 -1%
GRP
715
Global Retirement Partners
California
$491K -$115K -2,195 -19%
DWT
716
Dorsey & Whitney Trust
South Dakota
$487K -$17.9K -342 -4%
PWPS
717
Pinnacle Wealth Planning Services
Ohio
$484K -$26.6K -507 -5%
GT
718
Glenview Trust
Kentucky
$484K -$104K -1,994 -18%
SIM
719
Studio Investment Management
Illinois
$482K +$14.6K +278 +3%
ECM
720
Evergreen Capital Management
Washington
$481K +$2.04K +39 +0.4%
DADC
721
D.A. Davidson & Co
Montana
$473K -$4.98K -95 -1%
FTWA
722
Fifth Third Wealth Advisors
Ohio
$473K +$42.8K +817 +10%
TWM
723
Trueblood Wealth Management
Ohio
$471K – – –
CI
724
Cigna Investments
Connecticut
$470K – – –
STA
725
Summit Trail Advisors
New York
$467K -$2.15K -41 -0.5%
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