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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 %
WMA
526
Wealth Management Associates
New Jersey
$280K -$55.4K -622 -17%
UB
527
UMB Bank
Missouri
$279K +$90.2K +1,014 +48%
KWM
528
Kolinsky Wealth Management
New Jersey
$277K -$2.16K -24 -0.8%
C
529
Certuity
Florida
$277K -$53.1K -597 -16%
WC
530
Waterloo Capital
Texas
$275K +$275K +3,093 New
FHA
531
First Horizon Advisors
Tennessee
$271K +$14.4K +162 +6%
WP
532
WMS Partners
Maryland
$271K +$1.96K +22 +0.7%
CS
533
Comerica Securities
Michigan
$270K +$270K +3,037 New
NP
534
NorthRock Partners
Minnesota
$270K +$270K +3,032 New
IWM
535
IHT Wealth Management
Illinois
$269K +$269K +3,026 New
CC
536
Courier Capital
New York
$268K – – –
V
537
Veritable
Delaware
$268K +$268K +3,011 New
TSW
538
Thompson Siegel & Walmsley
Virginia
$267K -$89K -1,000 -25%
UM
539
UniSuper Management
Australia
$267K +$267K +3,000 New
FWM
540
FFT Wealth Management
Pennsylvania
$267K +$267K +2,998 New
EWM
541
Endurance Wealth Management
Rhode Island
$264K – – –
BEI
542
Benjamin Edwards Inc
Missouri
$263K -$24.1K -271 -8%
AAP
543
Arax Advisory Partners
Colorado
$252K – – –
NP
544
Nilsine Partners
Colorado
$251K -$32.3K -363 -11%
FNBT
545
FineMark National Bank & Trust
Florida
$251K +$251K +2,815 New
PCS
546
Personal CFO Solutions
New Jersey
$248K +$248K +2,784 New
IPAM
547
ICICI Prudential Asset Management
India
$247K +$15.4K +173 +7%
EST
548
EA Series Trust
Pennsylvania
$246K +$246K +2,759 New
EF
549
Empowered Funds
Pennsylvania
$246K +$246K +2,759 New
SC
550
Steph & Co
Wisconsin
$243K +$8.28K +93 +4%
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