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Copart
CPRT

Overview Fund Activity

1,078 hedge funds and large institutions have $40.5B invested in Copart in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 442 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+13
Holders Change %
+1.22%
% of All Funds
15.59%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
111
Increased
442
Reduced
389
Closed
85
Calls
$106M
Puts
$104M
Net Calls
+$1.97M
Net Calls Change
-$41.7M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$178M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$158M
3
First Trust Advisors
First Trust Advisors
Illinois
+$143M
4
Capital World Investors
Capital World Investors
California
+$133M
5
Franklin Resources
Franklin Resources
California
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
2
Bessemer Group
Bessemer Group
New Jersey
-$144M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$141M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$124M
5
Citadel Advisors
Citadel Advisors
Florida
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
826
Allen Capital Group
Nebraska
$283K +$283K +5,396 New
CA
827
Cannon Advisors
North Carolina
$283K +$283K +5,430 New
CAM
828
Claret Asset Management
Quebec, Canada
$281K +$63.9K +1,221 +29%
RPGK
829
Retirement Planning Group (Kansas)
Kansas
$278K -$9.8K -187 -3%
BFO
830
Boston Family Office
Massachusetts
$278K – – –
BMWM
831
Brown Miller Wealth Management
Virginia
$276K – – –
BIG
832
Brooklyn Investment Group
New York
$276K +$45.1K +861 +20%
NEI
833
Northwest & Ethical Investments
Ontario, Canada
$276K -$1.94M -37,026 -88%
QWP
834
Quotient Wealth Partners
Texas
$276K +$276K +5,265 New
KWM
835
Kolinsky Wealth Management
New Jersey
$275K +$6.71K +128 +3%
CT
836
Clearstead Trust
Maine
$272K -$52.4K -1,000 -16%
SVWAG
837
Sound View Wealth Advisors Group
Georgia
$272K +$891 +17 +0.3%
NCFG
838
New Century Financial Group
New Jersey
$272K +$50.4K +962 +23%
KP
839
Keel Point
Alabama
$272K +$10.2K +195 +4%
CCM
840
Crew Capital Management
Ohio
$271K +$271K +5,164 New
NWM
841
Northwest Wealth Management
Iowa
$270K -$52 -1 -0%
BW
842
Bison Wealth
Georgia
$269K +$37K +706 +16%
DWM
843
Drive Wealth Management
Utah
$266K -$10.6K -202 -4%
SC
844
Syon Capital
California
$264K +$8.38K +160 +3%
CCI
845
Credit Capital Investments
New Jersey
$262K +$262K +5,000 New
PWM
846
Perigon Wealth Management
California
$262K -$13.9K -266 -5%
KIG
847
Kowal Investment Group
Wisconsin
$262K -$3.35K -64 -1%
SF
848
Summit Financial
New Jersey
$261K +$2.1K +40 +0.8%
CNBT
849
Canandaigua National Bank & Trust
New York
$261K -$59.8K -1,142 -19%
GM
850
GeoWealth Management
Illinois
$259K -$17.7K -338 -6%
32 33
34
35 36