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CoStar Group
CSGP

Overview Fund Activity

710 hedge funds and large institutions have $35.5B invested in CoStar Group in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 263 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+22
Holders Change %
+3.2%
% of All Funds
11.2%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.38%
New
91
Increased
263
Reduced
249
Closed
69
Calls
$87M
Puts
$98.8M
Net Calls
-$11.8M
Net Calls Change
-$9.78M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.76B
2
Brown Advisory
Brown Advisory
Maryland
+$137M
3
Invesco
Invesco
Georgia
+$97.8M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$96.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$90.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$402M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$179M
3
Sands Capital Management
Sands Capital Management
Virginia
-$113M
4
CIP
Champlain Investment Partners
Vermont
-$109M
5
FPP
Findlay Park Partners
United Kingdom
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
476
Sequoia Financial Advisors
Ohio
$451K +$87.8K +987 +24%
DT
477
Diversified Trust
Tennessee
$449K -$280K -3,149 -38%
LNWWM
478
Laird Norton Wetherby Wealth Management
California
$448K -$12K -135 -3%
IAA
479
Independent Advisor Alliance
North Carolina
$448K +$176K +1,983 +65%
HWM
480
HB Wealth Management
Georgia
$448K +$22.3K +251 +5%
WSTAM
481
Wilbanks Smith & Thomas Asset Management
Virginia
$447K – – –
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$446K +$16K +180 +4%
GT
483
Greenleaf Trust
Michigan
$446K +$10.8K +121 +2%
IIM
484
INTECH Investment Management
Florida
$445K -$622K -6,993 -58%
FCP
485
Fidelis Capital Partners
Florida
$437K +$72.6K +816 +20%
CI
486
Cigna Investments
Connecticut
$432K – – –
HSA
487
HBK Sorce Advisory
Pennsylvania
$431K +$164K +1,840 +61%
CCG
488
Chatham Capital Group
Georgia
$427K – – –
WSCM
489
Wellington Shields Capital Management
New York
$423K – – –
S
490
SignatureFD
Georgia
$415K +$25.1K +282 +6%
IIC
491
Integrated Investment Consultants
Michigan
$409K -$16.4K -184 -4%
RWP
492
RWA Wealth Partners
Massachusetts
$407K – – –
BCM
493
Bayesian Capital Management
New York
$396K +$396K +4,448 New
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$388K +$84.6K +950 +28%
BMWM
495
Brown Miller Wealth Management
Virginia
$385K – – –
MYAM
496
Meiji Yasuda Asset Management
Japan
$383K +$34.7K +389 +10%
AA
497
Apriem Advisors
California
$375K – – –
PP
498
Patten & Patten
Tennessee
$371K -$42.5K -477 -10%
RJT
499
Raymond James Trust
Florida
$362K -$41.3K -465 -10%
FFM
500
Forum Financial Management
Illinois
$356K +$534 +6 +0.2%
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