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Copart
CPRT

Overview Fund Activity

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
15.31%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$944M
2
Invesco
2
Invesco
Georgia
$619M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$188M
4
Barclays
4
Barclays
United Kingdom
$255M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$166M

Top Sellers

1
AC
1
AKO Capital
United Kingdom
$104M
2
LCOV
2
London Company of Virginia
Virginia
$199M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.87B
4
BBHC
4
Brown Brothers Harriman & Co
New York
$200M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$779M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1001
Arlington Partners
Alabama
$5.68K +$5.68K +116 New
SIC
1002
SJS Investment Consulting
Ohio
$5.54K +$490 +10 +10%
VCM
1003
Versant Capital Management
Arizona
$5.05K -$7.11K -145 -58%
DAC
1004
Dividend Assets Capital
South Carolina
$5K – – –
AW
1005
Avion Wealth
Texas
$5K +$367 +8 +8%
FG
1006
Fairman Group
Pennsylvania
$4.7K +$4.7K +96 New
IHWM
1007
Iron Horse Wealth Management
Iowa
$4.51K – – –
RTL
1008
Red Tortoise LLC
Georgia
$4.51K – – –
DPW
1009
DiNuzzo Private Wealth
Pennsylvania
$4.36K +$4.36K +89 New
GI
1010
Gradient Investments
Minnesota
$4.02K – – –
RS
1011
Rakuten Securities
Japan
$4.02K +$4.02K +82 New
SSG
1012
Summit Securities Group
New York
$4K -$1.56K -30 -28%
TVWM
1013
Tower View Wealth Management
Wisconsin
$4K – – –
WIA
1014
Wetzel Investment Advisors
Indiana
$4K +$4K +84 New
OCM
1015
Osterweis Capital Management
California
$3.68K -$16.9K -345 -82%
BWP
1016
Baldwin Wealth Partners
Massachusetts
$3.33K – – –
PWMG
1017
Prestige Wealth Management Group
New Jersey
$3.14K – – –
GWM
1018
Geneos Wealth Management
Colorado
$3.14K +$1.37K +28 +78%
FMP
1019
Financial Management Professionals
Texas
$3K – – –
AGWCA
1020
Annis Gardner Whiting Capital Advisors
Florida
$2.94K -$1.96K -40 -40%
SC
1021
Solstein Capital
California
$2.74K – – –
DF
1022
Dunhill Financial
United Kingdom
$2.36K +$2.36K +48 New
Jones Financial Companies
1023
Jones Financial Companies
Missouri
$2.35K +$2.35K +48 New
CTA
1024
Colonial Trust Advisors
South Carolina
$2.16K – – –
ADL
1025
Asset Dedication LLC
California
$2K – – –
39 40
41
42 43