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896 hedge funds and large institutions have $28.8B invested in Copart in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 328 increasing their positions, 325 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $27.6M

78% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 65

24% more capital invested

Capital invested by funds: $23.3B → $28.8B (+$5.48B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

4% more funds holding

Funds holding: 861896 (+35)

1% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 325

1.13% less ownership

Funds ownership: 161.64%160.51% (-1.1%)

Holders
896
Holders Change
+35
Holders Change %
+4.07%
% of All Funds
14.28%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.62%
New
116
Increased
328
Reduced
325
Closed
65
Calls
$55.2M
Puts
$27.6M
Net Calls
+$27.6M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
726
Steward Partners Investment Advisory
New York
$222K
GRP
727
Global Retirement Partners
California
$222K +$42.2K +1,240 +28%
IA
728
IFP Advisors
Florida
$219K -$1.18M -34,780 -82%
MPCG
729
Matrix Private Capital Group
New York
$219K -$43.5K -1,280 -18%
HFM
730
Harvest Fund Management
China
$216K +$150K +4,418 +331%
BFO
731
Boston Family Office
Massachusetts
$216K +$195K +5,728 New
MG
732
Mather Group
Illinois
$216K +$195K +5,738 New
FHA
733
Flagship Harbor Advisors
Massachusetts
$213K +$193K +5,672 New
SWP
734
Stratos Wealth Partners
Ohio
$212K +$192K +5,646 New
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$212K +$106K +3,114 +123%
SIM
736
Sentry Investment Management
Wisconsin
$212K
EFG
737
Everhart Financial Group
Ohio
$210K +$190K +5,584 New
FW
738
FirstPurpose Wealth
Utah
$210K +$190K +5,580 New
VSQM
739
V-Square Quantitative Management
Illinois
$210K +$189K +5,572 New
RWM
740
RBA Wealth Management
California
$209K +$189K +5,556 New
DWT
741
Dorsey & Whitney Trust
South Dakota
$209K +$189K +5,552 New
OIA
742
OneDigital Investment Advisors
Kansas
$208K +$188K +5,528 New
1IA
743
1834 Investment Advisors
Wisconsin
$208K +$188K +5,526 New
BJL
744
Brighton Jones LLC
Washington
$208K +$188K +5,526 New
AFT
745
Alpha Family Trust
California
$207K +$187K +5,510 New
Koshinski Asset Management
746
Koshinski Asset Management
Illinois
$206K -$81.5K -2,398 -30%
C
747
Covestor
United Kingdom
$206K -$126K -3,710 -40%
KCPG
748
Kavar Capital Partners Group
Kansas
$203K +$184K +5,400 New
FFM
749
Forum Financial Management
Illinois
$203K +$183K +5,392 New
TA
750
Tiedemann Advisors
New York
$201K +$182K +5,350 New

CPRT Hedge Fund Activity: Q1 2023 in Review

896 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q1 2023, worth a combined $28.8B — up 24% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CPRT positions and 65 closed out — a net gain of 51 holders — while 328 added to existing stakes and 325 trimmed.

The largest buyer was AKO Capital, opening a new position worth an estimated $110M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $377M.

  • 896 institutional investors held Copart (CPRT) as of Q1 2023, up from 861 in Q4 2022.
  • Funds reported $28.8B of Copart stock for Q1 2023, up 24% quarter-over-quarter.
  • 116 funds opened new Copart positions in Q1 2023 and 65 closed out, a net change of +51 holders.
  • The largest Copart buyer in Q1 2023 was AKO Capital, an estimated $110M added.
  • The largest Copart seller in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2023.