1,044 hedge funds and large institutions have $38.1B invested in Copart in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 380 increasing their positions, 378 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+65
Holders Change %
+6.64%
% of All Funds
15.3%
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
380
Reduced
378
Closed
74
Calls
$81.1M
Puts
$47M
Net Calls
+$34.1M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
FTIS
851
First Trust Investment Solutions
Florida
$219K +$219K +4,467 New
MM
852
MQS Management
New York
$218K -$304K -6,211 -58%
BW
853
Bison Wealth
Georgia
$217K +$217K +4,426 New
VCG
854
Vantage Consulting Group
Virginia
$215K -$24.5K -500 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
855
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$215K +$215K +4,388 New
JCM
856
Jacobi Capital Management
Pennsylvania
$214K +$214K +4,372 New
PL
857
Plancorp LLC
Missouri
$214K +$214K +4,361 New
Empower Advisory Group
858
Empower Advisory Group
Colorado
$213K +$213K +4,346 New
PP
859
PDS Planning
Ohio
$212K +$212K +4,322 New
AA
860
AlphaCentric Advisors
Puerto Rico
$212K +$212K +4,318 New
FW
861
FirstPurpose Wealth
Utah
$210K -$41.3K -843 -16%
CIS
862
Custom Index Systems
New York
$210K +$210K +4,277 New
MFWP
863
Mosaic Family Wealth Partners
Missouri
$208K +$208K +4,240 New
FC
864
Forte Capital
New York
$208K +$208K +4,240 New
VFA
865
Valeo Financial Advisors
Indiana
$205K +$205K +4,189 New
AT
866
Arden Trust
Delaware
$205K +$205K +4,186 New
SAG
867
Spotlight Asset Group
Illinois
$204K
GM
868
GeoWealth Management
Illinois
$202K +$202K +4,130 New
GFP
869
Gryphon Financial Partners
Ohio
$202K +$202K +2,336 New
OWMIAS
870
One Wealth Management Investment & Advisory Services
Florida
$201K +$201K +4,109 New
WB
871
West Bancorporation
Iowa
$200K +$200K +4,084 New
FBC
872
Fairfield, Bush & Co
Connecticut
$196K -$34.3K -700 -15%
T
873
TOBAM
France
$195K +$41.2K +841 +27%
C
874
Covestor
United Kingdom
$187K -$3.59K -73 -2%
GWSG
875
GPS Wealth Strategies Group
Colorado
$178K