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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
LCWP
826
Legacy Capital Wealth Partners
Arkansas
$250K +$18.5K +391 +9%
BIG
827
Brooklyn Investment Group
New York
$249K +$240K +5,079 New
OWA
828
Outlook Wealth Advisors
Texas
$248K +$239K +5,063 New
ST
829
Spinnaker Trust
Maine
$246K
LF
830
Lannebo Fonder
Sweden
$244K +$235K +4,979 New
SVWAG
831
Sound View Wealth Advisors Group
Georgia
$242K +$233K +4,936 New
LFG
832
Larson Financial Group
Missouri
$239K -$6.24K -132 -3%
LT
833
Legacy Trust
Michigan
$238K +$236 +5 +0.1%
MCWA
834
Meadow Creek Wealth Advisors
Georgia
$238K +$230K +4,860 New
DT
835
Diversified Trust
Tennessee
$237K -$12.4K -262 -5%
SBIA
836
Sheaff Brock Investment Advisors
Indiana
$236K +$227K +4,815 New
VAFP
837
Vahanian & Associates Financial Planning
New York
$235K
CA
838
Commerzbank Aktiengesellschaft
Germany
$233K +$224K +4,739 New
FFP
839
FourThought Financial Partners
Florida
$230K +$378 +8 +0.2%
SRL
840
Scientech Research LLC
New Jersey
$230K +$222K +4,695 New
VSQM
841
V-Square Quantitative Management
Illinois
$227K
MIS
842
Morningstar Investment Services
Illinois
$226K +$218K +4,620 New
HIC
843
Holderness Investments Company
North Carolina
$224K +$216K +4,575 New
SIM
844
Sentry Investment Management
Wisconsin
$223K -$23.1K -490 -10%
LNC
845
Lincoln National Corp
Pennsylvania
$222K -$53.9K -1,141 -20%
SOW
846
State of Wyoming
Wyoming
$222K -$106K -2,234 -33%
SRAM
847
Spouting Rock Asset Management
Pennsylvania
$222K +$214K +4,531 New
OA
848
Oracle Alpha
Ontario, Canada
$222K +$214K +4,529 New
SB
849
Simmons Bank
Arkansas
$222K +$214K +4,528 New
DLA
850
Douglas Lane & Associates
New York
$221K +$214K +4,520 New

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.