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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
C
876
Covestor
United Kingdom
$187K -$3.45K -73 -2%
GWSG
877
GPS Wealth Strategies Group
Colorado
$178K
OP
878
ORG Partners
Indiana
$172K +$3.17K +67 +2%
NICM
879
Neo Ivy Capital Management
New York
$170K +$163K +3,461 New
BCMLT
880
Beacon Capital Management LLC (Tennessee)
Tennessee
$159K +$87.2K +1,846 +100%
HIIFS
881
Harel Insurance Investments & Financial Services
Israel
$158K -$131K -2,772 -46%
AA
882
Alta Advisers
United Kingdom
$157K
CTC
883
Central Trust Company
Missouri
$155K
PTC
884
Private Trust Company
Ohio
$152K -$30.9K -654 -17%
TWM
885
Tradition Wealth Management
Minnesota
$152K
CG
886
Cutler Group
California
$151K +$56.4K +1,194 +63%
EPW
887
Evergreen Private Wealth
Colorado
$148K +$142K +3,014 New
DWA
888
Dougherty Wealth Advisers
Minnesota
$147K
ZB
889
Zions Bancorporation
Utah
$140K -$1.04K -22 -0.8%
PFBT
890
Parkside Financial Bank & Trust
Missouri
$129K -$43.3K -916 -26%
DA
891
Denali Advisors
California
$118K -$37.8K -800 -25%
WPWM
892
Western Pacific Wealth Management
Illinois
$109K
KFS
893
Kelly Financial Services
Massachusetts
$108K
PS
894
Planned Solutions
California
$106K +$102K +2,160 New
RIM
895
Rakuten Investment Management
Japan
$105K +$102K +2,152 New
BC
896
Barrett & Company
Rhode Island
$100K
LS
897
Livforsakringsbolaget Skandia
Sweden
$98.7K +$57.4K +1,215 +152%
FWM
898
Focused Wealth Management
New York
$97.4K +$93.9K +1,987 New
CA
899
Clearstead Advisors
Ohio
$96.6K -$88.2K -1,868 -49%
EWA
900
EverSource Wealth Advisors
Alabama
$96.5K +$7.94K +168 +9%

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.