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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
BC
776
Barrett & Company
Rhode Island
$78.2K -$6.8K -200 -9%
GWS
777
Glassman Wealth Services
Virginia
$75.7K +$1.09K +32 +2%
CA
778
Clearstead Advisors
Ohio
$74.8K +$22K +646 +48%
EWA
779
EverSource Wealth Advisors
Alabama
$74.2K -$316K -9,286 -82%
CP
780
Castleview Partners
Texas
$72.1K -$4.9K -144 -7%
MIA
781
Milestone Investment Advisors
Wisconsin
$70.7K +$63.9K +1,880 New
T
782
TOBAM
France
$67K +$60.9K +1,792 New
JWA
783
JFS Wealth Advisors
Pennsylvania
$65K -$680 -20 -1%
BWA
784
BDO Wealth Advisors
Florida
$61.2K
AT
785
Avalon Trust
New Mexico
$60.2K +$54.4K +1,600 New
1832 Asset Management
786
1832 Asset Management
Ontario, Canada
$59K -$1.84K -54 -3%
HIIFS
787
Harel Insurance Investments & Financial Services
Israel
$56K
AWM
788
Avior Wealth Management
Nebraska
$55.9K +$32.6K +958 +181%
PTC
789
Private Trust Company
Ohio
$53.5K -$12.3K -362 -20%
CCA
790
Column Capital Advisors
Indiana
$51.9K
HI
791
Harbour Investments
Wisconsin
$48.6K -$952 -28 -2%
MCM
792
MV Capital Management
Maryland
$47.6K +$6.87K +202 +19%
BAM
793
Belpointe Asset Management
Nevada
$46.9K -$18K -528 -30%
HIA
794
Harbor Investment Advisory
Maryland
$44.4K
MCM
795
Manchester Capital Management
Vermont
$43K
HPC
796
HM Payson & Co
Maine
$40.3K
PMFA
797
Plante Moran Financial Advisors
Michigan
$39.6K -$204 -6 -0.6%
CWP
798
Concord Wealth Partners
Virginia
$37.8K
DFCM
799
Dark Forest Capital Management
Puerto Rico
$36.6K -$83K -2,440 -71%
HCM
800
Hollencrest Capital Management
California
$32.9K +$14.3K +420 +92%

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.