CPRT icon

Copart
CPRT

Overview Fund Activity

1,157 hedge funds and large institutions have $45.6B invested in Copart in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 435 increasing their positions, 418 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+79
Holders Change %
+7.33%
% of All Funds
15.4%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
164
Increased
435
Reduced
418
Closed
70
Calls
$136M
Puts
$96.7M
Net Calls
+$39.7M
Net Calls Change
+$37.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$210M
2
Edgewood Management
Edgewood Management
Connecticut
+$167M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M
4
Franklin Resources
Franklin Resources
California
+$91.3M
5
State Street
State Street
Massachusetts
+$64.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$224M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$214M
3
First Trust Advisors
First Trust Advisors
Illinois
-$193M
4
Invesco
Invesco
Georgia
-$131M
5
DCP
Durable Capital Partners
Maryland
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
701
Independent Advisor Alliance
North Carolina
$668K +$129K +2,246 +24%
SMG
702
Smart Money Group
Texas
$665K +$46.8K +815 +8%
AT
703
American Trust
Kentucky
$662K +$7.63K +133 +1%
HTC
704
Haverford Trust Company
Pennsylvania
$656K -$72.9K -1,271 -10%
PFS
705
Prospera Financial Services
Texas
$634K +$42.4K +739 +7%
FHA
706
First Horizon Advisors
Tennessee
$632K +$402 +7 +0.1%
SOS
707
Silver Oak Securities
Tennessee
$629K +$34.2K +589 +6%
BCM
708
Bourgeon Capital Management
Connecticut
$628K +$628K +10,951 New
LPT
709
Legacy Private Trust
Wisconsin
$628K +$54.5K +950 +10%
NW
710
NewEdge Wealth
Pennsylvania
$618K -$8.32K -145 -1%
OAM
711
Ostrum Asset Management
France
$611K -$25.2K -439 -4%
DP
712
DDD Partners
Washington
$611K – – –
WA
713
Wambolt & Associates
Colorado
$607K +$2.58K +45 +0.4%
LCGC
714
Legacy Capital Group California
California
$601K – – –
CP
715
Covenant Partners
Tennessee
$601K – – –
CB
716
CNB Bank
Pennsylvania
$597K -$31.5K -549 -5%
MG
717
Mather Group
Illinois
$592K +$7.12K +124 +1%
ECG
718
Edge Capital Group
Georgia
$589K +$214K +3,728 +57%
HAG
719
HighPoint Advisor Group
Illinois
$577K +$10.4K +175 +2%
MLL
720
Moody Lynn & Lieberson
Massachusetts
$574K – – –
NHC
721
Nicholas Hoffman & Company
Georgia
$573K -$1.61K -28 -0.3%
LRWM
722
Lord & Richards Wealth Management
Colorado
$571K +$571K +9,941 New
RB
723
Renasant Bank
Mississippi
$568K +$118K +2,064 +26%
EC
724
Enhancing Capital
Pennsylvania
$567K +$567K +9,885 New
Walleye Capital
725
Walleye Capital
New York
$565K -$11.6M -201,720 -95%
27 28
29
30 31