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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
LC
801
Lindbrook Capital
California
$285K +$41.8K +885 +18%
CIA
802
Concurrent Investment Advisors
Florida
$284K +$274K +5,804 New
AG
803
AlTi Global
New York
$281K +$271K +5,743 New
SPIA
804
Steward Partners Investment Advisory
New York
$279K -$22.4K -474 -8%
WA
805
Wealth Alliance
New York
$277K -$59.6K -1,262 -18%
NCFG
806
New Century Financial Group
New Jersey
$277K +$267K +5,644 New
CGL
807
Clarius Group LLC
Washington
$274K -$27.2K -575 -9%
PCM
808
Peregrine Capital Management
Minnesota
$273K -$29.2K -619 -10%
RWM
809
RBA Wealth Management
California
$272K
KIG
810
Kowal Investment Group
Wisconsin
$272K -$1.18K -25 -0.4%
AFT
811
Alpha Family Trust
California
$270K
BFO
812
Boston Family Office
Massachusetts
$268K -$9.45K -200 -4%
KWM
813
Kolinsky Wealth Management
New Jersey
$267K -$10.6K -224 -4%
GDP
814
Great Diamond Partners
Maine
$267K -$3.5K -74 -1%
FFM
815
Forum Financial Management
Illinois
$265K +$756 +16 +0.3%
RPGK
816
Retirement Planning Group (Kansas)
Kansas
$265K +$255K +5,408 New
CWM
817
Centric Wealth Management
Illinois
$260K
BMWM
818
Brown Miller Wealth Management
Virginia
$258K
IWM
819
IHT Wealth Management
Illinois
$258K +$1.23K +26 +0.5%
DWM
820
Drive Wealth Management
Utah
$257K -$4.25K -90 -2%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$257K -$33.2K -703 -12%
STA
822
Summit Trail Advisors
New York
$256K -$29.5K -625 -11%
JSW
823
Journey Strategic Wealth
New Jersey
$255K -$472 -10 -0.2%
NWM
824
Northwest Wealth Management
Iowa
$255K +$1.98K +42 +0.8%
QC
825
Quent Capital
New York
$250K +$9.45K +200 +4%

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.