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1,071 hedge funds and large institutions have $45.9B invested in Copart in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 420 increasing their positions, 379 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $186M | Put options by funds: $118M

43% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 88

20% more capital invested

Capital invested by funds: $38.2B → $45.9B (+$7.68B)

11% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 379

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

2% more funds holding

Funds holding: 1,0461,071 (+25)

1.27% more ownership

Funds ownership: 81.2%82.47% (+1.3%)

Holders
1,071
Holders Change
+25
Holders Change %
+2.39%
% of All Funds
15.43%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
126
Increased
420
Reduced
379
Closed
88
Calls
$186M
Puts
$118M
Net Calls
+$68M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1126
Centric Wealth Management
Illinois
-$260K -5,202 Closed
LCWP
1127
Legacy Capital Wealth Partners
Arkansas
-$250K -4,981 Closed
DT
1128
Diversified Trust
Tennessee
-$237K -4,834 Closed
SRL
1129
Scientech Research LLC
New Jersey
-$230K -4,695 Closed
MIS
1130
Morningstar Investment Services
Illinois
-$226K -4,620 Closed
OA
1131
Oracle Alpha
Ontario, Canada
-$222K -4,529 Closed
DLA
1132
Douglas Lane & Associates
New York
-$221K -4,520 Closed
MM
1133
MQS Management
New York
-$218K -4,445 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$215K -4,388 Closed
CIS
1135
Custom Index Systems
New York
-$210K -4,277 Closed
MFWP
1136
Mosaic Family Wealth Partners
Missouri
-$208K -4,240 Closed
FBC
1137
Fairfield, Bush & Co
Connecticut
-$196K -4,010 Closed
TWM
1138
Tradition Wealth Management
Minnesota
-$152K -3,110 Closed
CG
1139
Cutler Group
California
-$158K -3,075 -99%
PS
1140
Planned Solutions
California
-$106K -2,160 Closed
FWM
1141
Focused Wealth Management
New York
-$97.4K -1,987 Closed
T. Rowe Price Investment Management
1142
T. Rowe Price Investment Management
Maryland
-$96K -1,956 Closed
GWS
1143
Glassman Wealth Services
Virginia
-$95K -1,938 Closed
Parallax Volatility Advisers
1144
Parallax Volatility Advisers
California
-$68.6K -1,335 Closed
TCWA
1145
Turtle Creek Wealth Advisors
Texas
-$48K -980 Closed
MFG
1146
Mendota Financial Group
Wisconsin
-$44.2K -902 Closed
AFS
1147
Annapolis Financial Services
Maryland
-$44.1K -900 Closed
MSWM
1148
McGlone Suttner Wealth Management
Wisconsin
-$39.6K -808 Closed
PCA
1149
Providence Capital Advisors
North Carolina
-$35.8K -731 Closed
Loomis, Sayles & Company
1150
Loomis, Sayles & Company
Massachusetts
-$11K -220 Closed

CPRT Hedge Fund Activity: Q1 2024 in Review

1,071 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Copart (CPRT) for Q1 2024, worth a combined $45.9B — up 20% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new CPRT positions and 88 closed out — a net gain of 38 holders — while 420 added to existing stakes and 379 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $693M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 1,071 institutional investors held Copart (CPRT) as of Q1 2024, up from 1,046 in Q4 2023.
  • Funds reported $45.9B of Copart stock for Q1 2024, up 20% quarter-over-quarter.
  • 126 funds opened new Copart positions in Q1 2024 and 88 closed out, a net change of +38 holders.
  • The largest Copart buyer in Q1 2024 was Edgewood Management, an estimated $693M added.
  • The largest Copart seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.