CPRT icon

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 %
SF
851
Summit Financial
New Jersey
$315K +$28.2K +492 +10%
GDP
852
Great Diamond Partners
Maine
$312K – – –
MMA
853
Miracle Mile Advisors
California
$311K -$3.85K -67 -1%
CAM
854
Claret Asset Management
Quebec, Canada
$310K +$1.49K +26 +0.5%
ST
855
Spinnaker Trust
Maine
$310K – – –
BFO
856
Boston Family Office
Massachusetts
$304K – – –
IIM
857
Ipswich Investment Management
Massachusetts
$304K +$304K +5,290 New
NEI
858
Northwest & Ethical Investments
Ontario, Canada
$302K – – –
QIM
859
Quantitative Investment Management
Virginia
$298K +$298K +5,198 New
SVWAG
860
Sound View Wealth Advisors Group
Georgia
$297K -$1.61K -28 -0.5%
MW
861
MBL Wealth
North Carolina
$293K +$293K +5,107 New
USCWA
862
U.S. Capital Wealth Advisors
Texas
$293K +$293K +5,105 New
OPCM
863
Osborne Partners Capital Management
California
$292K -$47.9K -835 -14%
WA
864
Wealth Alliance
New York
$291K -$25.5K -444 -8%
AG
865
Algert Global
California
$288K -$70.5K -1,230 -20%
GA
866
Geller Advisors
New York
$288K +$288K +5,016 New
DWM
867
Drive Wealth Management
Utah
$288K -$4.36K -76 -1%
QWP
868
Quotient Wealth Partners
Texas
$287K -$14.7K -256 -5%
JCM
869
Jacobi Capital Management
Pennsylvania
$284K +$8.32K +145 +3%
LT
870
Legacy Trust
Michigan
$283K – – –
HIC
871
Holderness Investments Company
North Carolina
$280K – – –
AWM
872
Axxcess Wealth Management
California
$279K -$108K -1,883 -28%
AWA
873
Aaron Wealth Advisors
Illinois
$278K +$278K +4,843 New
LIM
874
Leavell Investment Management
Alabama
$278K – – –
EA
875
Everpar Advisors
Oklahoma
$276K +$11.4K +199 +4%
33 34
35
36 37