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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
OA
951
Operose Advisors
Wisconsin
$24.2K -$288K -6,098 -93%
NL
952
NVWM LLC
Pennsylvania
$23.5K
IGWM
953
ICA Group Wealth Management
Colorado
$20.2K +$19.5K +412 New
LFA
954
LGT Financial Advisors
Texas
$19.8K
SSB
955
Sandy Spring Bank
Maryland
$19.6K +$4.91K +104 +35%
WBC
956
West Branch Capital
Massachusetts
$19.4K
RDFA
957
Ritter Daniher Financial Advisory
Ohio
$19.2K
VWM
958
Venturi Wealth Management
Texas
$18.4K +$7.51K +159 +74%
CT
959
Cambridge Trust
Massachusetts
$18.2K +$17.6K +372 New
PWM
960
Partnership Wealth Management
Maryland
$17.4K +$17.1K +362 New
PWMG
961
Private Wealth Management Group
New Jersey
$17.2K +$16.6K +352 New
AT
962
Arlington Trust
Alabama
$16.3K +$15.7K +332 New
PAI
963
Pittenger & Anderson Inc
Nebraska
$15.6K
SC
964
Steph & Co
Wisconsin
$15.4K
AA
965
Ancora Advisors
Ohio
$14.7K +$14.2K +300 New
PB
966
Pinnacle Bancorp
Nebraska
$14.4K -$9.26K -196 -40%
PP
967
PFS Partners
New Jersey
$14.2K
CJ
968
Caitlin John
Michigan
$13.7K +$13.2K +280 New
EBA
969
Eagle Bay Advisors
New York
$13.3K -$1.32K -28 -9%
BF
970
BOK Financial
Oklahoma
$12.8K +$7.13K +151 +136%
SWC
971
Spectrum Wealth Counsel
Indiana
$12.7K +$12.3K +260 New
ANBT
972
American National Bank & Trust
Texas
$12.3K -$9.45K -200 -44%
BWL
973
Bogart Wealth LLC
Virginia
$12.3K
CWC
974
Carolinas Wealth Consulting
North Carolina
$11.1K
Loomis, Sayles & Company
975
Loomis, Sayles & Company
Massachusetts
$11K -$1.51K -32 -13%

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.