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Copart
CPRT

Overview Fund Activity

1,065 hedge funds and large institutions have $42.4B invested in Copart in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 428 increasing their positions, 387 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.49%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
102
Increased
428
Reduced
387
Closed
87
Calls
$107M
Puts
$63.5M
Net Calls
+$43.7M
Net Calls Change
-$24.3M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
$1.11B
2
Vontobel Holding
Vontobel Holding
Switzerland
$143M
3
Citadel Advisors
Citadel Advisors
Florida
$151M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.45B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$450M

Top Sellers

1
BlackRock
BlackRock
New York
$3.75B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$759M
3
BBHC
Brown Brothers Harriman & Co
New York
$43.7M
4
AI
Axiom Investors
Connecticut
$30.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$997M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
1026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.13K – – –
DPW
1027
DiNuzzo Private Wealth
Pennsylvania
$5.04K +$271 +5 +6%
FMP
1028
Financial Management Professionals
Texas
$5K +$2.21K +38 +79%
IHWM
1029
Iron Horse Wealth Management
Iowa
$4.98K – – –
RTL
1030
Red Tortoise LLC
Georgia
$4.98K – – –
WIA
1031
Wetzel Investment Advisors
Indiana
$4.87K – – –
S
1032
Sachetta
Massachusetts
$4.81K +$3.78K +73 +365%
TVWM
1033
Tower View Wealth Management
Wisconsin
$4.77K – – –
HCP
1034
Hexagon Capital Partners
Arkansas
$4.44K +$2.98K +55 +204%
DF
1035
Dunhill Financial
United Kingdom
$4.09K +$969 +18 +31%
FPB
1036
First PREMIER Bank
South Dakota
$4K – – –
PWMG
1037
Prestige Wealth Management Group
New Jersey
$3.47K – – –
GWM
1038
Geneos Wealth Management
Colorado
$3.47K – – –
SC
1039
Solstein Capital
California
$3.03K – – –
FW
1040
Fairway Wealth
Ohio
$2.82K +$2.82K +52 New
CP
1041
Castleview Partners
Texas
$2.65K -$73.5K -1,357 -97%
SFC
1042
Strategic Financial Concepts
Texas
$2.6K +$2.6K +134,472 New
RFS
1043
Richardson Financial Services
Massachusetts
$2.55K -$704 -13 -22%
WWP
1044
WR Wealth Planners
Missouri
$2.44K +$542 +10 +29%
ADL
1045
Asset Dedication LLC
California
$2.17K – – –
HWM
1046
HighMark Wealth Management
Minnesota
$2.17K +$2.17K +40 New
PIM
1047
Plato Investment Management
Australia
$1.95K – – –
OWA
1048
Opal Wealth Advisors
New York
$1.95K +$1.95K +36 New
ECM
1049
Everence Capital Management
Indiana
$1.93K – – –
TWD
1050
True Wealth Design
Ohio
$1.9K +$271 +5 +17%
40 41
42
43 44