1,065 hedge funds and large institutions have $42.4B invested in Copart in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 428 increasing their positions, 387 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.49%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
102
Increased
428
Reduced
387
Closed
87
Calls
$107M
Puts
$63.5M
Net Calls
+$43.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PFMU
801
Privium Fund Management (UK)
United Kingdom
$317K +$317K +5,790 New
CUAMC
802
China Universal Asset Management Company
China
$313K +$78.5K +1,449 +33%
NW
803
NewEdge Wealth
Pennsylvania
$313K -$105K -1,930 -25%
HCM
804
Howland Capital Management
Massachusetts
$311K +$1.41K +26 +0.5%
OWA
805
Outlook Wealth Advisors
Texas
$307K -$32K -591 -9%
WA
806
Wealth Alliance
New York
$307K +$8.94K +165 +3%
NIM
807
Northeast Investment Management
Massachusetts
$305K -$97.7K -1,804 -24%
PCM
808
Peregrine Capital Management
Minnesota
$302K
RWM
809
RBA Wealth Management
California
$301K
AFT
810
Alpha Family Trust
California
$298K
RPGK
811
Retirement Planning Group (Kansas)
Kansas
$298K +$4.6K +85 +2%
FPAS
812
Focus Partners Advisor Solutions
Missouri
$297K -$42.8K -790 -13%
GDP
813
Great Diamond Partners
Maine
$295K -$542 -10 -0.2%
Lazard Asset Management
814
Lazard Asset Management
New York
$294K +$104K +1,922 +55%
SIG
815
Stonegate Investment Group
Alabama
$293K +$6.66K +123 +2%
FFM
816
Forum Financial Management
Illinois
$292K +$217 +4 +0.1%
CIA
817
Concurrent Investment Advisors
Florida
$292K -$44.2K -816 -13%
QC
818
Quent Capital
New York
$288K -$921 -17 -0.3%
BFO
819
Boston Family Office
Massachusetts
$287K -$8.88K -164 -3%
GM
820
GeoWealth Management
Illinois
$286K -$9.86K -182 -3%
DWM
821
Drive Wealth Management
Utah
$286K +$9.86K +182 +4%
BMWM
822
Brown Miller Wealth Management
Virginia
$286K
PWM
823
Perigon Wealth Management
California
$285K +$22.5K +416 +9%
LFG
824
Larson Financial Group
Missouri
$285K +$33.4K +616 +13%
ST
825
Spinnaker Trust
Maine
$283K +$10.8K +200 +4%