We are live on ! Find out more

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
FIM
1001
Fernwood Investment Management
Massachusetts
$10.9K +$9.67K +188 New
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.3K +$4.88K +95 New
SNB
1003
Security National Bank
Nebraska
$10.1K
CAL
1004
Capital Advisors Ltd
Ohio
$10K +$926 +18 +12%
GBT
1005
Grove Bank & Trust
Florida
$9.96K
SCA
1006
Stuart Chaussee & Associates
California
$9.27K
MAM
1007
Meeder Asset Management
Ohio
$8.69K +$7.71K +150 New
AIC
1008
Archer Investment Corporation
Indiana
$8.11K
NS
1009
NBC Securities
Alabama
$8K
AW
1010
Avion Wealth
Texas
$8K +$1.49K +29 +27%
FRA
1011
Frank Rimerman Advisors
California
$7.64K
FWM
1012
FSA Wealth Management
Massachusetts
$7.64K
BAM
1013
Bellevue Asset Management
Washington
$7.47K
FFA
1014
Frazier Financial Advisors
Ohio
$7.3K
AAP
1015
Arax Advisory Partners
Colorado
$7.18K
VWA
1016
Valued Wealth Advisors
Utah
$7.18K +$5.09K +99 +396%
KFI
1017
Key Financial Inc
Pennsylvania
$7.18K
SC
1018
SouthState Corp
Florida
$6.08K +$5.4K +105 New
VCM
1019
Versant Capital Management
Arizona
$5.97K
FG
1020
Fairman Group
Pennsylvania
$5.56K
LI
1021
LRI Investments
Florida
$5.56K +$4.94K +96 New
FFC
1022
First Financial Corp
Indiana
$5.44K -$27.9K -542 -85%
IHWM
1023
Iron Horse Wealth Management
Iowa
$5.33K
RTL
1024
Red Tortoise LLC
Georgia
$5.33K
DPW
1025
DiNuzzo Private Wealth
Pennsylvania
$5.1K -$51 -1 -1%

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.