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1,046 hedge funds and large institutions have $38.2B invested in Copart in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 382 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 75

73% more call options, than puts

Call options by funds: $81.1M | Put options by funds: $47M

16% more capital invested

Capital invested by funds: $32.9B → $38.2B (+$5.33B)

7% more funds holding

Funds holding: 9821,046 (+64)

1.9% more ownership

Funds ownership: 79.3%81.2% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 378

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

Holders
1,046
Holders Change
+64
Holders Change %
+6.52%
% of All Funds
15.25%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.47%
New
156
Increased
382
Reduced
378
Closed
75
Calls
$81.1M
Puts
$47M
Net Calls
+$34.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
726
Koshinski Asset Management
Illinois
$419K +$138K +2,924 +52%
Jacobs Levy Equity Management
727
Jacobs Levy Equity Management
New Jersey
$414K -$8.27M -175,049 -95%
MBI
728
May Barnhard Investments
Maryland
$412K +$398K +8,416 New
DADC
729
D.A. Davidson & Co
Montana
$409K +$394K +8,342 New
MLL
730
Moody Lynn & Lieberson
Massachusetts
$409K
SFS
731
Stiles Financial Services
Minnesota
$402K -$3.54K -75 -0.9%
BFA
732
Beaumont Financial Advisors
Massachusetts
$402K +$1.42K +30 +0.4%
SIM
733
Studio Investment Management
Illinois
$400K -$70.6K -1,495 -15%
NP
734
NorthRock Partners
Minnesota
$397K +$383K +8,105 New
MWM
735
Meridian Wealth Management
Kentucky
$395K -$360K -7,615 -49%
DFG
736
Delta Financial Group
New Jersey
$395K
Acadian Asset Management
737
Acadian Asset Management
Massachusetts
$393K -$3.78M -80,056 -91%
PFP
738
Paragon Financial Partners
California
$392K
RTC
739
Riverview Trust Company
Washington
$390K
NW
740
NewEdge Wealth
Pennsylvania
$388K +$374K +7,915 New
YIA
741
YHB Investment Advisors
Connecticut
$385K -$288K -6,092 -44%
EFG
742
Everhart Financial Group
Ohio
$384K +$33.8K +715 +10%
RG
743
Rathbones Group
United Kingdom
$383K +$10.4K +221 +3%
AAS
744
Avantax Advisory Services
Texas
$383K +$114K +2,414 +45%
UM
745
UniSuper Management
Australia
$382K +$66.2K +1,402 +22%
FCBT
746
First Citizens Bank & Trust
North Carolina
$379K +$12.7K +268 +4%
EA
747
Everpar Advisors
Oklahoma
$376K +$362K +7,665 New
TPI
748
Trust Point Inc
Wisconsin
$373K +$359K +7,610 New
PCFFS
749
Pacific Center for Financial Services
California
$371K
GA
750
Geller Advisors
New York
$366K -$19.1K -404 -5%

CPRT Hedge Fund Activity: Q4 2023 in Review

1,046 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q4 2023, worth a combined $38.2B — up 16% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CPRT positions and 75 closed out — a net gain of 81 holders — while 382 added to existing stakes and 378 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $451M. The largest seller was AKO Capital, cutting an estimated $162M.

  • 1,046 institutional investors held Copart (CPRT) as of Q4 2023, up from 982 in Q3 2023.
  • Funds reported $38.2B of Copart stock for Q4 2023, up 16% quarter-over-quarter.
  • 156 funds opened new Copart positions in Q4 2023 and 75 closed out, a net change of +81 holders.
  • The largest Copart buyer in Q4 2023 was Morgan Stanley, an estimated $451M added.
  • The largest Copart seller in Q4 2023 was AKO Capital, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.