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Copart
CPRT

Overview Fund Activity

1,157 hedge funds and large institutions have $45.6B invested in Copart in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 435 increasing their positions, 418 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+79
Holders Change %
+7.33%
% of All Funds
15.41%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
164
Increased
435
Reduced
418
Closed
70
Calls
$136M
Puts
$96.7M
Net Calls
+$39.7M
Net Calls Change
+$37.8M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$1.12B
2
Edgewood Management
Edgewood Management
Connecticut
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$812M
4
Franklin Resources
Franklin Resources
California
$247M
5
State Street
State Street
Massachusetts
$2.02B

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$2.01B
2
Capital Research Global Investors
Capital Research Global Investors
California
$744M
3
First Trust Advisors
First Trust Advisors
Illinois
$206M
4
Invesco
Invesco
Georgia
$507M
5
DCP
Durable Capital Partners
Maryland
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1001
Avior Wealth Management
Nebraska
$73.7K +$24.2K +421 +49%
RS
1002
R Squared
Hong Kong
$73.5K +$73.5K +1,280 New
GSWM
1003
Golden State Wealth Management
California
$73.2K +$73.2K +1,276 New
MCM
1004
MV Capital Management
Maryland
$71.2K -$172 -3 -0.2%
CA
1005
Continuum Advisory
Idaho
$69.7K +$14.5K +252 +26%
EB
1006
Eastern Bank
Massachusetts
$68.6K +$36.7K +640 +115%
CFO
1007
CVA Family Office
Colorado
$66.9K +$14.1K +245 +27%
TFIPS
1008
Towarzystwo Funduszy Inwestycyjnych PZU SA
$64.3K – – –
HPC
1009
HM Payson & Co
Maine
$64K – – –
CFD
1010
Creative Financial Designs
Indiana
$63.6K -$11.5K -200 -15%
LFG
1011
Larson Financial Group
Missouri
$60.4K -$250K -4,349 -81%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$60.4K -$107K -1,858 -64%
HIA
1013
Harbor Investment Advisory
Maryland
$55.7K – – –
KPP
1014
Kings Path Partners
Texas
$55.6K – – –
RTC
1015
Riverview Trust Company
Washington
$54.8K – – –
RWS
1016
Retirement Wealth Solutions
Wisconsin
$54.4K +$54.4K +977 New
TCOV
1017
Trust Company of Vermont
Vermont
$54.1K – – –
RIL
1018
Rothschild Investment LLC
Illinois
$53.3K +$4.02K +70 +8%
TFM
1019
TFC Financial Management
Massachusetts
$53K – – –
IUHSA
1020
Itau Unibanco Holding S.A.
Brazil
$52.6K +$40.6K +708 +340%
CAC
1021
Core Alternative Capital
Georgia
$52.3K – – –
CA
1022
Centerpoint Advisors
Massachusetts
$52K – – –
CW
1023
Curio Wealth
Maryland
$51.7K +$51.7K +900 New
BC
1024
Barrett & Company
Rhode Island
$51.1K – – –
ACM
1025
Anfield Capital Management
California
$50.3K -$574 -10 -1%
39 40
41
42 43