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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
BTI
626
Blue Trust Inc
Georgia
$8K +$1.84K +25 +32%
WIM
627
WealthPlan Investment Management
Nebraska
$7.57K +$8.12K +110 New
BAAM
628
Baker Avenue Asset Management
California
$7.37K -$369 -5 -4%
LOIM
629
Liberty One Investment Management
Illinois
$7.16K +$7.67K +104 New
AF
630
Advisornet Financial
Minnesota
$7.02K -$6.86K -93 -48%
OC
631
Oakworth Capital
Alabama
$7.02K
OCM
632
Orion Capital Management
California
$6.88K
WBC
633
West Branch Capital
Massachusetts
$6.88K
PCA
634
Providence Capital Advisors
North Carolina
$6.88K +$7.38K +100 New
JWA
635
JFS Wealth Advisors
Pennsylvania
$6.82K -$369 -5 -5%
CA
636
Clearstead Advisors
Ohio
$6.54K +$1.4K +19 +25%
JFA
637
JNBA Financial Advisors
Minnesota
$6.06K +$6.49K +88 New
ST
638
Smithfield Trust
Pennsylvania
$6K
MCM
639
MV Capital Management
Maryland
$5.99K +$3.39K +46 +112%
PFPT
640
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.78K
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.51K
WT
642
Washington Trust
Rhode Island
$5.44K
ZB
643
Zions Bancorporation
Utah
$5.3K -$186K -2,521 -97%
HCP
644
Hexagon Capital Partners
Arkansas
$5.16K -$1.7K -23 -23%
BWA
645
BDO Wealth Advisors
Florida
$5.03K +$5.39K +73 New
SFG
646
Steward Financial Group
Texas
$5K +$3.69K +50 +179%
RCM
647
Raleigh Capital Management
North Carolina
$4.68K -$13.3K -180 -73%
PWMG
648
Prestige Wealth Management Group
New Jersey
$4.68K +$2.36K +32 +89%
SC
649
Schubert & Co
Texas
$4.27K -$1.33K -18 -23%
JWM
650
Janiczek Wealth Management
Colorado
$4.22K +$295 +4 +7%