1,044 hedge funds and large institutions have $38.1B invested in Copart in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 380 increasing their positions, 378 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+65
Holders Change %
+6.64%
% of All Funds
15.3%
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
380
Reduced
378
Closed
74
Calls
$81.1M
Puts
$47M
Net Calls
+$34.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
801
AlTi Global
New York
$281K +$281K +5,743 New
SPIA
802
Steward Partners Investment Advisory
New York
$279K -$23.2K -474 -8%
WA
803
Wealth Alliance
New York
$277K -$61.8K -1,262 -18%
NCFG
804
New Century Financial Group
New Jersey
$277K +$277K +5,644 New
CGL
805
Clarius Group LLC
Washington
$274K -$28.2K -575 -9%
PCM
806
Peregrine Capital Management
Minnesota
$273K -$30.3K -619 -10%
RWM
807
RBA Wealth Management
California
$272K
KIG
808
Kowal Investment Group
Wisconsin
$272K -$1.23K -25 -0.4%
AFT
809
Alpha Family Trust
California
$270K
BFO
810
Boston Family Office
Massachusetts
$268K -$9.81K -200 -4%
KWM
811
Kolinsky Wealth Management
New Jersey
$267K -$11K -224 -4%
GDP
812
Great Diamond Partners
Maine
$267K -$3.63K -74 -1%
FFM
813
Forum Financial Management
Illinois
$265K +$784 +16 +0.3%
RPGK
814
Retirement Planning Group (Kansas)
Kansas
$265K +$265K +5,408 New
CWM
815
Centric Wealth Management
Illinois
$260K
BMWM
816
Brown Miller Wealth Management
Virginia
$258K
IWM
817
IHT Wealth Management
Illinois
$258K +$1.27K +26 +0.5%
DWM
818
Drive Wealth Management
Utah
$257K -$4.41K -90 -2%
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$257K -$34.4K -703 -12%
STA
820
Summit Trail Advisors
New York
$256K -$30.6K -625 -11%
JSW
821
Journey Strategic Wealth
New Jersey
$255K -$490 -10 -0.2%
NWM
822
Northwest Wealth Management
Iowa
$255K +$2.06K +42 +0.8%
QC
823
Quent Capital
New York
$250K +$9.8K +200 +4%
LCWP
824
Legacy Capital Wealth Partners
Arkansas
$250K +$19.6K +391 +9%
BIG
825
Brooklyn Investment Group
New York
$249K +$249K +5,079 New