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CoStar Group

691 hedge funds and large institutions have $26.8B invested in CoStar Group in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 261 increasing their positions, 266 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 266

5% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 85

7% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $29.9M

1.26% less ownership

Funds ownership: 96.85%95.59% (-1.3%)

2% less funds holding

Funds holding: 703691 (-12)

12% less capital invested

Capital invested by funds: $30.4B → $26.8B (-$3.55B)

38% less funds holding in top 10

Funds holding in top 10: 2113 (-8)

Holders
691
Holders Change
-12
Holders Change %
-1.71%
% of All Funds
11.01%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.21%
New
81
Increased
261
Reduced
266
Closed
85
Calls
$27.8M
Puts
$29.9M
Net Calls
-$2.06M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$281K -$46.2K -626 -13%
KM
502
Kalos Management
Georgia
$275K
TSW
503
Thompson Siegel & Walmsley
Virginia
$275K -$73.8K -1,000 -20%
FFM
504
Forum Financial Management
Illinois
$275K +$148 +2 +0.1%
MYAM
505
Meiji Yasuda Asset Management
Japan
$269K
SP
506
Symmetry Partners
Connecticut
$269K
OC
507
Oarsman Capital
Wisconsin
$267K +$286K +3,881 New
SCA
508
Snowden Capital Advisors
New York
$262K +$281K +3,808 New
CCA
509
Checchi Capital Advisers
California
$261K +$13.1K +178 +5%
QT
510
Quantamental Technologies
New York
$260K -$1.33M -18,043 -83%
WMA
511
Wealth Management Associates
New Jersey
$259K
FC
512
Financial Consulate
Maryland
$259K +$5.39K +73 +2%
C
513
Certuity
Florida
$255K +$35.5K +481 +15%
Cerity Partners
514
Cerity Partners
New York
$251K -$28.3K -383 -9%
APW
515
Acima Private Wealth
Virginia
$249K +$267K +3,612 New
PFBT
516
Parkside Financial Bank & Trust
Missouri
$247K -$4.87K -66 -2%
SWM
517
Spire Wealth Management
Virginia
$245K -$3.81M -51,580 -94%
CWM
518
CCG Wealth Management
California
$237K +$51.6K +699 +25%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$235K -$49.8K -675 -17%
GVAG
520
Great Valley Advisor Group
Delaware
$233K +$250K +3,393 New
SFI
521
Siemens Fonds Invest
Germany
$226K -$3.32K -45 -1%
BRWA
522
B. Riley Wealth Advisors
Florida
$226K +$242K +3,280 New
ERSOT
523
Employees Retirement System of Texas
Texas
$223K -$11.5M -155,766 -98%
BEI
524
Benjamin Edwards Inc
Missouri
$222K +$43.1K +584 +22%
FMLI
525
Fukoku Mutual Life Insurance
Japan
$221K