We are live on ! Find out more

777 hedge funds and large institutions have $26.2B invested in Copart in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 264 increasing their positions, 294 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

26% more call options, than puts

Call options by funds: $100M | Put options by funds: $79.4M

2% more funds holding

Funds holding: 765777 (+12)

4% more capital invested

Capital invested by funds: $25.1B → $26.2B (+$1.1B)

3.75% less ownership

Funds ownership: 328.98%325.23% (-3.8%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

10% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 294

Holders
777
Holders Change
+12
Holders Change %
+1.57%
% of All Funds
13.6%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.44%
New
66
Increased
264
Reduced
294
Closed
46
Calls
$100M
Puts
$79.4M
Net Calls
+$20.7M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
726
West Branch Capital
Massachusetts
$14K
GWS
727
Glassman Wealth Services
Virginia
$13K +$1.43K +40 +12%
LWA
728
Lenox Wealth Advisors
New York
$12K
FPS
729
Fieldpoint Private Securities
Connecticut
$12K +$5.14K +144 +68%
BWA
730
BDO Wealth Advisors
Florida
$11K
MCM
731
MV Capital Management
Maryland
$11K +$5.72K +160 +103%
AA
732
Ancora Advisors
Ohio
$11K +$7.86K +220 +262%
SCA
733
Stuart Chaussee & Associates
California
$10K
TFO
734
Tarbox Family Office
California
$10K
HF
735
Halpern Financial
Virginia
$8.88K
AS
736
Altshuler Shaham
Israel
$8K +$7.86K +220 New
GRP
737
Global Retirement Partners
California
$8K +$7.86K +220 +1,833%
VCM
738
Vigilant Capital Management
Maine
$8K +$7.86K +220 New
BIA
739
Bell Investment Advisors
California
$8K +$8K +224 New
BCM
740
Blume Capital Management
California
$7K
BWM
741
BerganKDV Wealth Management
Minnesota
$7K +$7K +196 New
AWM
742
Atticus Wealth Management
Florida
$6K -$156K -4,380 -96%
AFG
743
Albion Financial Group
Utah
$6K
PMFA
744
Plante Moran Financial Advisors
Michigan
$6K
PAI
745
Pittenger & Anderson Inc
Nebraska
$6K +$1.86K +52 +46%
ODG
746
O'Dell Group
Ohio
$6K +$5.72K +160 New
EWA
747
Evolution Wealth Advisors
Florida
$5K
TCWA
748
Ten Capital Wealth Advisors
Washington
$5K
TG
749
TCW Group
California
$4.89K +$30.7K +860 +0.6%
BAM
750
Bellevue Asset Management
Washington
$4K

CPRT Hedge Fund Activity: Q3 2021 in Review

777 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q3 2021, worth a combined $26.2B — up 4.4% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CPRT positions and 46 closed out — a net gain of 20 holders — while 264 added to existing stakes and 294 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $74.8M.

  • 777 institutional investors held Copart (CPRT) as of Q3 2021, up from 765 in Q2 2021.
  • Funds reported $26.2B of Copart stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 66 funds opened new Copart positions in Q3 2021 and 46 closed out, a net change of +20 holders.
  • The largest Copart buyer in Q3 2021 was T. Rowe Price Associates, an estimated $202M added.
  • The largest Copart seller in Q3 2021 was Wellington Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2021.