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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
IHWM
1051
Iron Horse Wealth Management
Iowa
$4.82K
RTL
1052
Red Tortoise LLC
Georgia
$4.82K
AGWCA
1053
Annis Gardner Whiting Capital Advisors
Florida
$4.72K -$935 -18 -17%
RFS
1054
Richardson Financial Services
Massachusetts
$4.69K +$2.13K +41 +87%
CJ
1055
Caitlin John
Michigan
$4.63K -$10.4K -200 -71%
TVWM
1056
Tower View Wealth Management
Wisconsin
$4.61K
PGAM
1057
Princeton Global Asset Management
New Jersey
$4.19K +$4.15K +80 New
CAM
1058
Close Asset Management
United Kingdom
$4K +$4.36K +84 New
RWM
1059
Reston Wealth Management
Virginia
$3.88K +$3.84K +74 New
HCP
1060
Hexagon Capital Partners
Arkansas
$3.46K -$831 -16 -20%
PWMG
1061
Prestige Wealth Management Group
New Jersey
$3.35K
RL
1062
Rogco LP
Oklahoma
$3.14K +$3.12K +60 New
SC
1063
Solstein Capital
California
$2.93K
GFPC
1064
Global Financial Private Client
Florida
$2.73K +$2.7K +52 New
S
1065
Sachetta
Massachusetts
$2.52K -$2.34K -45 -48%
LP
1066
LMR Partners
United Kingdom
$2.41K -$538K -10,355 -100%
WWP
1067
WR Wealth Planners
Missouri
$2.36K
HWM
1068
HighMark Wealth Management
Minnesota
$2.1K
FMP
1069
Financial Management Professionals
Texas
$2K -$2.8K -54 -63%
PIM
1070
Plato Investment Management
Australia
$1.88K
PCWA
1071
Pacific Capital Wealth Advisors
California
$1.83K -$5.66K -109 -76%
LIM
1072
Longfellow Investment Management
Massachusetts
$1.68K
IAIM
1073
International Assets Investment Management
Florida
$1.58K +$4.29M +82,635 New
TLA
1074
Tanglewood Legacy Advisors
Texas
$1.47K
CA
1075
Claris Advisors
Missouri
$1.15K +$1.14K +22 New

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.