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1,071 hedge funds and large institutions have $45.9B invested in Copart in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 420 increasing their positions, 379 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $186M | Put options by funds: $118M

43% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 88

20% more capital invested

Capital invested by funds: $38.2B → $45.9B (+$7.68B)

11% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 379

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

2% more funds holding

Funds holding: 1,0461,071 (+25)

1.27% more ownership

Funds ownership: 81.2%82.47% (+1.3%)

Holders
1,071
Holders Change
+25
Holders Change %
+2.39%
% of All Funds
15.43%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
126
Increased
420
Reduced
379
Closed
88
Calls
$186M
Puts
$118M
Net Calls
+$68M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Avior Wealth Management
Nebraska
$166K +$121K +2,350 +449%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$166K +$11.6K +225 +9%
ZB
903
Zions Bancorporation
Utah
$159K -$5.5K -107 -4%
EPW
904
Evergreen Private Wealth
Colorado
$158K -$14.7K -285 -9%
Qube Research & Technologies (QRT)
905
Qube Research & Technologies (QRT)
United Kingdom
$155K -$62M -1,205,180 -100%
EC
906
EntryPoint Capital
New York
$144K +$128K +2,484 New
DWA
907
Dougherty Wealth Advisers
Minnesota
$139K -$30.9K -601 -20%
WPWM
908
Western Pacific Wealth Management
Illinois
$133K +$3.03K +59 +3%
GWP
909
Gen-Wealth Partners
Michigan
$129K +$115K +2,229 New
EWA
910
EverSource Wealth Advisors
Alabama
$129K +$20.5K +398 +20%
KFS
911
Kelly Financial Services
Massachusetts
$127K
HCM
912
Hollencrest Capital Management
California
$125K +$16.5K +320 +17%
T
913
TOBAM
France
$119K -$99.2K -1,929 -48%
BC
914
Barrett & Company
Rhode Island
$119K
LS
915
Livforsakringsbolaget Skandia
Sweden
$117K
JWA
916
JFS Wealth Advisors
Pennsylvania
$116K +$13.8K +268 +16%
CA
917
Clearstead Advisors
Ohio
$105K -$2.67K -52 -3%
CT
918
Colonial Trust
South Carolina
$104K
JWM
919
Janiczek Wealth Management
Colorado
$104K +$9.26K +180 +11%
IGWM
920
ICA Group Wealth Management
Colorado
$103K +$69.9K +1,360 +330%
CFD
921
Creative Financial Designs
Indiana
$95K -$1.34K -26 -2%
FFA
922
Farther Finance Advisors
California
$93.2K +$3.19K +62 +4%
CAC
923
Core Alternative Capital
Georgia
$92.9K -$13.1K -254 -14%
NFSG
924
Newbridge Financial Services Group
Florida
$89.7K +$27.8K +541 +54%
HIIFS
925
Harel Insurance Investments & Financial Services
Israel
$86K -$90.4K -1,759 -54%

CPRT Hedge Fund Activity: Q1 2024 in Review

1,071 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q1 2024, worth a combined $45.9B — up 20% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new CPRT positions and 88 closed out — a net gain of 38 holders — while 420 added to existing stakes and 379 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $693M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 1,071 institutional investors held Copart (CPRT) as of Q1 2024, up from 1,046 in Q4 2023.
  • Funds reported $45.9B of Copart stock for Q1 2024, up 20% quarter-over-quarter.
  • 126 funds opened new Copart positions in Q1 2024 and 88 closed out, a net change of +38 holders.
  • The largest Copart buyer in Q1 2024 was Edgewood Management, an estimated $693M added.
  • The largest Copart seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.