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1,085 hedge funds and large institutions have $41.1B invested in Copart in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 446 increasing their positions, 392 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 84

14% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 392

1% more funds holding

Funds holding: 1,0701,085 (+15)

2% more call options, than puts

Call options by funds: $106M | Put options by funds: $104M

0.01% less ownership

Funds ownership: 81.58%81.57% (-0.01%)

3% less capital invested

Capital invested by funds: $42.5B → $41.1B (-$1.36B)

11% less funds holding in top 10

Funds holding in top 10: 3531 (-4)

Holders
1,085
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.58%
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
446
Reduced
392
Closed
84
Calls
$106M
Puts
$104M
Net Calls
+$1.97M
Net Calls Change
-$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1001
Carolinas Wealth Consulting
North Carolina
$23.7K
CPG
1002
Cornerstone Planning Group
New Jersey
$22.9K +$1.25K +24 +6%
EBA
1003
Eagle Bay Advisors
New York
$21.7K -$1.25K -24 -5%
LFA
1004
LGT Financial Advisors
Texas
$21.2K
WBC
1005
West Branch Capital
Massachusetts
$21K +$208 +4 +1%
RDFA
1006
Ritter Daniher Financial Advisory
Ohio
$20.5K
PWM
1007
Partnership Wealth Management
Maryland
$19K
ABWM
1008
Alpine Bank Wealth Management
Colorado
$18.4K +$18.3K +352 New
TC
1009
Truvestments Capital
Florida
$18.2K +$18K +347 New
BWP
1010
Baldwin Wealth Partners
Massachusetts
$17K +$8.31K +160 +98%
AT
1011
Arlington Trust
Alabama
$15.9K
SSB
1012
Sandy Spring Bank
Maryland
$15.5K
PP
1013
PFS Partners
New Jersey
$15.2K
PWMG
1014
Private Wealth Management Group
New Jersey
$14.9K +$260 +5 +2%
LI
1015
LRI Investments
Florida
$14.7K
OCM
1016
Osterweis Capital Management
California
$13.6K
IIC
1017
Integrated Investment Consultants
Michigan
$13.5K +$700K +13,485 New
BWL
1018
Bogart Wealth LLC
Virginia
$13.1K
RCM
1019
Raleigh Capital Management
North Carolina
$12.8K -$1.92K -37 -13%
GBT
1020
Grove Bank & Trust
Florida
$12.8K +$3.74K +72 +42%
GWM
1021
Geneos Wealth Management
Colorado
$12.6K +$9.14K +176 +275%
KWAG
1022
Kiely Wealth Advisory Group
North Carolina
$12.4K
TCA
1023
Trifecta Capital Advisors
Illinois
$11.4K +$11.3K +218 New
CWM
1024
Cranbrook Wealth Management
Michigan
$11.4K +$11.3K +217 New
CFB
1025
Cullen/Frost Bankers
Texas
$11.1K -$872K -16,799 -99%

CPRT Hedge Fund Activity: Q3 2024 in Review

1,085 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q3 2024, worth a combined $41.1B — down 3.2% from $42.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new CPRT positions and 84 closed out — a net gain of 27 holders — while 446 added to existing stakes and 392 trimmed.

The largest buyer was Jensen Investment Management, adding an estimated $176M. The largest seller was Wellington Management Group, cutting an estimated $277M.

  • 1,085 institutional investors held Copart (CPRT) as of Q3 2024, up from 1,070 in Q2 2024.
  • Funds reported $41.1B of Copart stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 111 funds opened new Copart positions in Q3 2024 and 84 closed out, a net change of +27 holders.
  • The largest Copart buyer in Q3 2024 was Jensen Investment Management, an estimated $176M added.
  • The largest Copart seller in Q3 2024 was Wellington Management Group, an estimated $277M sold.

Based on aggregated 13F filings for Q3 2024.