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Copart

1,078 hedge funds and large institutions have $40.5B invested in Copart in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 442 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+13
Holders Change %
+1.22%
% of All Funds
15.59%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
111
Increased
442
Reduced
389
Closed
85
Calls
$106M
Puts
$104M
Net Calls
+$1.97M
Net Calls Change
-$41.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ABWM
1001
Alpine Bank Wealth Management
Colorado
$18.4K +$18.4K +352 New
TC
1002
Truvestments Capital
Florida
$18.2K +$18.2K +347 New
BWP
1003
Baldwin Wealth Partners
Massachusetts
$17K +$8.38K +160 +98%
AT
1004
Arlington Trust
Alabama
$15.9K
SSB
1005
Sandy Spring Bank
Maryland
$15.5K
PP
1006
PFS Partners
New Jersey
$15.2K
PWMG
1007
Private Wealth Management Group
New Jersey
$14.9K +$262 +5 +2%
LI
1008
LRI Investments
Florida
$14.7K
OCM
1009
Osterweis Capital Management
California
$13.6K
IIC
1010
Integrated Investment Consultants
Michigan
$13.5K +$13.5K +13,485 New
BWL
1011
Bogart Wealth LLC
Virginia
$13.1K
RCM
1012
Raleigh Capital Management
North Carolina
$12.8K -$1.94K -37 -13%
GBT
1013
Grove Bank & Trust
Florida
$12.8K +$3.77K +72 +42%
GWM
1014
Geneos Wealth Management
Colorado
$12.6K +$9.22K +176 +275%
KWAG
1015
Kiely Wealth Advisory Group
North Carolina
$12.4K
TCA
1016
Trifecta Capital Advisors
Illinois
$11.4K +$11.4K +218 New
CWM
1017
Cranbrook Wealth Management
Michigan
$11.4K +$11.4K +217 New
CFB
1018
Cullen/Frost Bankers
Texas
$11.1K -$880K -16,799 -99%
IUHSA
1019
Itau Unibanco Holding S.A.
Brazil
$10.9K +$10.9K +208 New
LWCFA
1020
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.7K +$5.81K +113 +119%
CSB
1021
City State Bank
Iowa
$10.5K
WIM
1022
Westside Investment Management
California
$10.4K
CWA
1023
Carolina Wealth Advisors
South Carolina
$10.4K +$10.4K +198 New
AWM
1024
Abound Wealth Management
Tennessee
$9.75K
RS
1025
Rakuten Securities
Japan
$9.59K +$2.52K +48 +36%