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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
AFG
851
ABLE Financial Group
Arizona
$221K +$213K +4,504 New
AAM
852
Advisors Asset Management
Colorado
$219K +$164K +3,478 +351%
FTIS
853
First Trust Investment Solutions
Florida
$219K +$211K +4,467 New
MM
854
MQS Management
New York
$218K -$293K -6,211 -58%
BW
855
Bison Wealth
Georgia
$217K +$209K +4,426 New
VCG
856
Vantage Consulting Group
Virginia
$215K -$23.6K -500 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
857
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$215K +$207K +4,388 New
JCM
858
Jacobi Capital Management
Pennsylvania
$214K +$207K +4,372 New
PL
859
Plancorp LLC
Missouri
$214K +$206K +4,361 New
Empower Advisory Group
860
Empower Advisory Group
Colorado
$213K +$205K +4,346 New
PP
861
PDS Planning
Ohio
$212K +$204K +4,322 New
AA
862
AlphaCentric Advisors
Puerto Rico
$212K +$204K +4,318 New
FW
863
FirstPurpose Wealth
Utah
$210K -$39.8K -843 -16%
CIS
864
Custom Index Systems
New York
$210K +$202K +4,277 New
FC
865
Forte Capital
New York
$208K +$200K +4,240 New
MFWP
866
Mosaic Family Wealth Partners
Missouri
$208K +$200K +4,240 New
VFA
867
Valeo Financial Advisors
Indiana
$205K +$198K +4,189 New
AT
868
Arden Trust
Delaware
$205K +$198K +4,186 New
SAG
869
Spotlight Asset Group
Illinois
$204K
GM
870
GeoWealth Management
Illinois
$202K +$195K +4,130 New
GFP
871
Gryphon Financial Partners
Ohio
$202K +$110K +2,336 New
OWMIAS
872
One Wealth Management Investment & Advisory Services
Florida
$201K +$194K +4,109 New
WB
873
West Bancorporation
Iowa
$200K +$193K +4,084 New
FBC
874
Fairfield, Bush & Co
Connecticut
$196K -$33.1K -700 -15%
T
875
TOBAM
France
$195K +$39.7K +841 +27%

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.