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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
KFI
1001
Key Financial Inc
Pennsylvania
$6.08K
FWM
1002
FSA Wealth Management
Massachusetts
$6K +$6.24K +132 New
AP
1003
Arlington Partners
Alabama
$5.68K +$5.48K +116 New
SIC
1004
SJS Investment Consulting
Ohio
$5.54K +$472 +10 +10%
VCM
1005
Versant Capital Management
Arizona
$5.05K -$6.85K -145 -58%
DAC
1006
Dividend Assets Capital
South Carolina
$5K
AW
1007
Avion Wealth
Texas
$5K +$378 +8 +8%
FG
1008
Fairman Group
Pennsylvania
$4.7K +$4.54K +96 New
IHWM
1009
Iron Horse Wealth Management
Iowa
$4.51K
RTL
1010
Red Tortoise LLC
Georgia
$4.51K
DPW
1011
DiNuzzo Private Wealth
Pennsylvania
$4.36K +$4.2K +89 New
GI
1012
Gradient Investments
Minnesota
$4.02K
RS
1013
Rakuten Securities
Japan
$4.02K +$3.87K +82 New
SSG
1014
Summit Securities Group
New York
$4K -$1.42K -30 -28%
TVWM
1015
Tower View Wealth Management
Wisconsin
$4K
WIA
1016
Wetzel Investment Advisors
Indiana
$4K +$3.97K +84 New
OCM
1017
Osterweis Capital Management
California
$3.67K -$16.3K -345 -82%
BWP
1018
Baldwin Wealth Partners
Massachusetts
$3.33K
PWMG
1019
Prestige Wealth Management Group
New Jersey
$3.14K
GWM
1020
Geneos Wealth Management
Colorado
$3.14K +$1.32K +28 +78%
FMP
1021
Financial Management Professionals
Texas
$3K
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$2.94K -$1.89K -40 -40%
SC
1023
Solstein Capital
California
$2.74K
DF
1024
Dunhill Financial
United Kingdom
$2.36K +$2.27K +48 New
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$2.35K +$2.27K +48 New

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.