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CoStar Group

614 hedge funds and large institutions have $34.9B invested in CoStar Group in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

34% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 188

9% more capital invested

Capital invested by funds: $32B → $34.9B (+$2.85B)

7% more funds holding

Funds holding: 572614 (+42)

7% less call options, than puts

Call options by funds: $69.6M | Put options by funds: $75.1M

4.96% less ownership

Funds ownership: 961.01%956.05% (-5%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
614
Holders Change
+42
Holders Change %
+7.34%
% of All Funds
10.87%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
84
Increased
252
Reduced
188
Closed
37
Calls
$69.6M
Puts
$75.1M
Net Calls
-$5.55M
Net Calls Change
+$84M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
576
Lloyd Advisory Services
Georgia
$10K -$877 -10 -8%
TVWM
577
Tower View Wealth Management
Wisconsin
$9K
JCM
578
Jacobi Capital Management
Pennsylvania
$9K +$5.26K +60 +150%
OCM
579
Orion Capital Management
California
$9K +$8.77K +100 New
KFS
580
Kelly Financial Services
Massachusetts
$8.32K +$7.89K +90 New
EWA
581
Evolution Wealth Advisors
Florida
$8K +$7.89K +90 New
SQA
582
Simon Quick Advisors
New Jersey
$8K +$7.89K +90 New
HWA
583
Heritage Wealth Advisors
Virginia
$7K
LWCFA
584
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
BAM
585
Barrett Asset Management
New York
$7K +$7.01K +80 New
VAIA
586
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.26K -60 -46%
BWM
587
BerganKDV Wealth Management
Minnesota
$6K -$3.51K -40 -40%
IRC
588
Investors Research Corp
Georgia
$6K
RIM
589
Rockbridge Investment Management
New York
$6K
AWG
590
Altus Wealth Group
Colorado
$6K +$5.26K +60 New
JWM
591
Janiczek Wealth Management
Colorado
$6K +$5.26K +60 New
MS
592
Mizuho Securities
Japan
$6K +$5.26K +60 New
HWM
593
HighMark Wealth Management
Minnesota
$5K
MCM
594
Manchester Capital Management
Vermont
$5K +$2.63K +30 +150%
MPWT
595
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.38K +50 New
VFA
596
Valeo Financial Advisors
Indiana
$4K
WT
597
Washington Trust
Rhode Island
$4K
LWM
598
Liberty Wealth Management
California
$3K -$877 -10 -20%
BAM
599
Bellevue Asset Management
Washington
$3K
PFGIA
600
Patriot Financial Group Insurance Agency
Massachusetts
$3K