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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 %
SO
1051
Sierra Ocean
California
$24K +$24K +418 New
LFA
1052
LGT Financial Advisors
Texas
$23.2K – – –
WBC
1053
West Branch Capital
Massachusetts
$23K – – –
BOJHT
1054
Bank of Jackson Hole Trust
Wyoming
$23K +$23K +400 New
TC
1055
Truvestments Capital
Florida
$22.8K +$2.87K +50 +14%
AFM
1056
Aspetuck Financial Management
Connecticut
$22.7K +$22.7K +396 New
RDFA
1057
Ritter Daniher Financial Advisory
Ohio
$22.5K – – –
BWL
1058
Bogart Wealth LLC
Virginia
$21.8K +$7.46K +130 +52%
EBA
1059
Eagle Bay Advisors
New York
$20.7K -$3.04K -53 -13%
AF
1060
Advisornet Financial
Minnesota
$20.5K -$7.86K -137 -28%
GBT
1061
Grove Bank & Trust
Florida
$18.4K +$4.36K +76 +31%
FNWA
1062
Financial Network Wealth Advisors
Utah
$17.8K -$121K -2,110 -87%
AT
1063
Arlington Trust
Alabama
$17.4K – – –
CA
1064
CoreCap Advisors
Michigan
$17.2K -$28.7K -500 -63%
PP
1065
PFS Partners
New Jersey
$16.6K – – –
PWMG
1066
Private Wealth Management Group
New Jersey
$16.3K – – –
KFI
1067
Key Financial Inc
Pennsylvania
$16.1K +$9.01K +157 +127%
CWC
1068
Carolinas Wealth Consulting
North Carolina
$15.3K -$10.7K -186 -41%
OCM
1069
Osterweis Capital Management
California
$14.9K – – –
LI
1070
LRI Investments
Florida
$14.7K – – –
RCM
1071
Raleigh Capital Management
North Carolina
$14.6K +$574 +10 +4%
GWM
1072
Geneos Wealth Management
Colorado
$13.8K – – –
SSG
1073
Summit Securities Group
New York
$12.7K +$12.7K +222 New
KWAG
1074
Kiely Wealth Advisory Group
North Carolina
$12.7K – – –
FMP
1075
Financial Management Professionals
Texas
$12.6K +$10.8K +188 +588%
41 42
43
44 45