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Copart
CPRT

Overview Fund Activity

1,156 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, 417 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+79
Holders Change %
+7.34%
% of All Funds
15.39%
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
417
Closed
70
Calls
$136M
Puts
$96.7M
Net Calls
+$39.7M
Net Calls Change
+$37.8M

Top Buyers

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

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.01B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$744M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$206M
4
Invesco
4
Invesco
Georgia
$507M
5
DCP
5
Durable Capital Partners
Maryland
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
1101
DiNuzzo Private Wealth
Pennsylvania
$5.34K +$57 +1 +1%
IHWM
1102
Iron Horse Wealth Management
Iowa
$5.28K – – –
RTL
1103
Red Tortoise LLC
Georgia
$5.28K – – –
TVWM
1104
Tower View Wealth Management
Wisconsin
$5.05K – – –
CAM
1105
Close Asset Management
United Kingdom
$5K – – –
RS
1106
Rakuten Securities
Japan
$4.88K -$5.62K -98 -54%
WA
1107
Whipplewood Advisors
Colorado
$4.88K +$4.88K +85 New
SAM
1108
Synergy Asset Management
Washington
$4.87K +$4.87K +93 New
HNW
1109
High Note Wealth
Minnesota
$4.82K +$4.82K +84 New
CAM
1110
Creekmur Asset Management
Illinois
$4.71K -$3.67K -64 -44%
PGAM
1111
Princeton Global Asset Management
New Jersey
$4.59K – – –
CJ
1112
Caitlin John
Michigan
$4.59K – – –
SIM
1113
Synergy Investment Management
Florida
$4.59K +$4.59K +80 New
SPF
1114
South Plains Financial
Texas
$4.59K +$4.59K +80 New
SN
1115
Sittner & Nelson
Oregon
$4.25K +$4.25K +74 New
MEG
1116
Millstone Evans Group
Colorado
$4.13K +$4.13K +72 New
GFPC
1117
Global Financial Private Client
Florida
$4.02K +$1.03K +18 +35%
NC
1118
NewSquare Capital
Pennsylvania
$3.79K +$3.79K +66 New
WWP
1119
WR Wealth Planners
Missouri
$3.73K +$1.15K +20 +44%
PWMG
1120
Prestige Wealth Management Group
New Jersey
$3.67K – – –
RFA
1121
Reyes Financial Architecture
California
$3.67K +$3.67K +64 New
RL
1122
Rogco LP
Oklahoma
$3.44K – – –
SC
1123
Solstein Capital
California
$3.21K – – –
AT
1124
Avalon Trust
New Mexico
$3.21K +$3.21K +56 New
VCM
1125
Versant Capital Management
Arizona
$3.04K +$3.04K +53 New
43 44
45
46 47