We are live on ! Find out more

1,071 hedge funds and large institutions have $45.9B invested in Copart in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 420 increasing their positions, 379 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $186M | Put options by funds: $118M

43% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 88

20% more capital invested

Capital invested by funds: $38.2B → $45.9B (+$7.68B)

11% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 379

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

2% more funds holding

Funds holding: 1,0461,071 (+25)

1.27% more ownership

Funds ownership: 81.2%82.47% (+1.3%)

Holders
1,071
Holders Change
+25
Holders Change %
+2.39%
% of All Funds
15.43%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
126
Increased
420
Reduced
379
Closed
88
Calls
$186M
Puts
$118M
Net Calls
+$68M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
801
Retirement Planning Group (Kansas)
Kansas
$313K
FFM
802
Forum Financial Management
Illinois
$312K -$823 -16 -0.3%
KWM
803
Kolinsky Wealth Management
New Jersey
$311K -$4.32K -84 -2%
QC
804
Quent Capital
New York
$309K +$11.6K +226 +4%
SBIA
805
Sheaff Brock Investment Advisors
Indiana
$308K +$26.1K +507 +11%
SIG
806
Stonegate Investment Group
Alabama
$306K +$272K +5,286 New
BMWM
807
Brown Miller Wealth Management
Virginia
$305K
FHC
808
First Heartland Consultants
Missouri
$305K +$271K +5,268 New
MAM
809
Martingale Asset Management
Massachusetts
$305K -$76K -1,479 -22%
KIG
810
Kowal Investment Group
Wisconsin
$303K -$16K -312 -6%
MMA
811
Miracle Mile Advisors
California
$302K +$268K +5,219 New
JSW
812
Journey Strategic Wealth
New Jersey
$302K
NWM
813
Northwest Wealth Management
Iowa
$299K -$1.65K -32 -0.6%
DWM
814
Drive Wealth Management
Utah
$296K -$7.15K -139 -3%
IWM
815
IHT Wealth Management
Illinois
$292K -$11.1K -216 -4%
ST
816
Spinnaker Trust
Maine
$291K
HIC
817
Holderness Investments Company
North Carolina
$290K +$21.9K +425 +9%
EA
818
Everpar Advisors
Oklahoma
$288K -$138K -2,685 -35%
LT
819
Legacy Trust
Michigan
$285K +$2.93K +57 +1%
SVWAG
820
Sound View Wealth Advisors Group
Georgia
$285K -$1.13K -22 -0.4%
MCWA
821
Meadow Creek Wealth Advisors
Georgia
$282K +$411 +8 +0.2%
PWM
822
Perigon Wealth Management
California
$281K +$249K +4,843 New
AIM
823
Allen Investment Management
New York
$278K +$247K +4,808 New
JCM
824
Jacobi Capital Management
Pennsylvania
$277K +$21.1K +410 +9%
SC
825
Syon Capital
California
$276K -$234K -4,556 -49%

CPRT Hedge Fund Activity: Q1 2024 in Review

1,071 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q1 2024, worth a combined $45.9B — up 20% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new CPRT positions and 88 closed out — a net gain of 38 holders — while 420 added to existing stakes and 379 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $693M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 1,071 institutional investors held Copart (CPRT) as of Q1 2024, up from 1,046 in Q4 2023.
  • Funds reported $45.9B of Copart stock for Q1 2024, up 20% quarter-over-quarter.
  • 126 funds opened new Copart positions in Q1 2024 and 88 closed out, a net change of +38 holders.
  • The largest Copart buyer in Q1 2024 was Edgewood Management, an estimated $693M added.
  • The largest Copart seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.