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Copart
CPRT

Overview Fund Activity

1,157 hedge funds and large institutions have $45.6B invested in Copart in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 435 increasing their positions, 418 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+79
Holders Change %
+7.33%
% of All Funds
15.4%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
164
Increased
435
Reduced
418
Closed
70
Calls
$136M
Puts
$96.7M
Net Calls
+$39.7M
Net Calls Change
+$37.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$210M
2
Edgewood Management
Edgewood Management
Connecticut
+$167M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M
4
Franklin Resources
Franklin Resources
California
+$91.3M
5
State Street
State Street
Massachusetts
+$64.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$224M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$214M
3
First Trust Advisors
First Trust Advisors
Illinois
-$193M
4
Invesco
Invesco
Georgia
-$131M
5
DCP
Durable Capital Partners
Maryland
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
826
Quent Capital
New York
$357K -$15.7K -273 -4%
WCF
827
West Coast Financial
California
$356K -$66.8K -1,164 -16%
RPGK
828
Retirement Planning Group (Kansas)
Kansas
$353K +$48.5K +845 +16%
LC
829
Lindbrook Capital
California
$345K +$10.6K +184 +3%
KWM
830
Kolinsky Wealth Management
New Jersey
$342K +$41.4K +722 +14%
OPOWM
831
One Plus One Wealth Management
Florida
$340K +$65.5K +1,141 +24%
IWM
832
IHT Wealth Management
Illinois
$340K -$154K -2,676 -31%
OWA
833
Octavia Wealth Advisors
Ohio
$340K -$98.4K -1,714 -22%
UW
834
Unique Wealth
Florida
$336K +$103K +1,788 +44%
KP
835
Keel Point
Alabama
$333K +$35.8K +624 +12%
HCM
836
Howland Capital Management
Massachusetts
$329K – – –
DAS
837
Diversify Advisory Services
Utah
$328K -$37.8K -679 -10%
SIG
838
Stonegate Investment Group
Alabama
$327K +$1.55K +27 +0.5%
VFA
839
Valeo Financial Advisors
Indiana
$326K -$344 -6 -0.1%
CNTOF
840
Canandaigua National Trust of Florida
New York
$325K +$325K +5,658 New
CG
841
Cynosure Group
Utah
$324K -$125K -2,185 -28%
CIA
842
Concurrent Investment Advisors
Florida
$324K -$1.84K -32 -0.6%
NIM
843
Northeast Investment Management
Massachusetts
$323K – – –
CC
844
Corton Capital
Ontario, Canada
$321K +$321K +5,587 New
PCM
845
Peregrine Capital Management
Minnesota
$320K – – –
KWM
846
KFG Wealth Management
Indiana
$319K +$42.3K +737 +15%
BIG
847
Brooklyn Investment Group
New York
$319K +$16.4K +286 +5%
RWM
848
RBA Wealth Management
California
$319K – – –
FFM
849
Forum Financial Management
Illinois
$317K +$172 +3 +0.1%
AFT
850
Alpha Family Trust
California
$316K – – –
32 33
34
35 36