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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 %
BWM
726
BlackDiamond Wealth Management
New York
$565K -$287K -5,006 -34%
GS
727
GWN Securities
Florida
$565K +$565K +9,785 New
AAP
728
Arax Advisory Partners
Colorado
$559K +$1.03K +18 +0.2%
EWA
729
EP Wealth Advisors
California
$558K +$15.7K +274 +3%
P
730
Pitcairn
Pennsylvania
$557K -$13.6K -237 -2%
WAG
731
Wallace Advisory Group
California
$554K +$77.6K +1,480 +16%
NB
732
Nicolet Bankshares
Wisconsin
$548K – – –
VWM
733
Venturi Wealth Management
Texas
$547K -$16.6K -289 -3%
CW
734
CreativeOne Wealth
Kansas
$543K -$8.04K -140 -1%
SAM
735
Sompo Asset Management
Japan
$539K -$139K -2,420 -20%
YMRC
736
Yorktown Management & Research Company
Virginia
$539K – – –
NWM
737
Northwest Wealth Management
Iowa
$536K +$240K +4,181 +81%
NP
738
NorthRock Partners
Minnesota
$535K -$112K -1,945 -17%
MGIA
739
Moneta Group Investment Advisors
Missouri
$534K +$170K +2,958 +47%
KIM
740
Kestra Investment Management
Texas
$530K +$165K +2,880 +45%
FTWA
741
Fifth Third Wealth Advisors
Ohio
$529K +$11.9K +208 +2%
GT
742
Glenview Trust
Kentucky
$529K -$344 -6 -0.1%
DBRC
743
D.B. Root & Company
Pennsylvania
$527K -$13.6K -237 -3%
ECM
744
Evergreen Capital Management
Washington
$526K -$402 -7 -0.1%
SWIA
745
Solano Wealth Investment Advisors
California
$525K +$525K +9,150 New
CFGS
746
Concourse Financial Group Securities
Alabama
$524K -$33.7K -585 -6%
TPI
747
Trust Point Inc
Wisconsin
$524K +$43.2K +753 +9%
SIM
748
Studio Investment Management
Illinois
$523K -$4.65K -81 -0.9%
UAG
749
United Advisor Group
Ohio
$517K +$87.5K +1,525 +20%
CI
750
Cigna Investments
Connecticut
$508K -$6.66K -116 -1%
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