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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
$5.78B
2
Brown Advisory
Brown Advisory
Maryland
$381M
3
Invesco
Invesco
Georgia
$303M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$968M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$260M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$235M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$985M
3
Sands Capital Management
Sands Capital Management
Virginia
$741M
4
CIP
Champlain Investment Partners
Vermont
$0
5
FPP
Findlay Park Partners
United Kingdom
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
626
Sugarloaf Wealth Management
Georgia
$21.4K – – –
LFG
627
Larson Financial Group
Missouri
$20.5K +$16.3K +183 +389%
CCA
628
Catalyst Capital Advisors
New York
$19.9K -$1.51K -17 -7%
PIAS
629
PCA Investment Advisory Services
Ohio
$19.9K +$19.9K +224 New
AFS
630
Annapolis Financial Services
Maryland
$18.7K – – –
KSWA
631
Kathleen S. Wright Associates
Pennsylvania
$17.8K -$490K -5,500 -96%
EWA
632
EverSource Wealth Advisors
Alabama
$17.8K +$3.74K +42 +27%
CAC
633
Core Alternative Capital
Georgia
$16.1K +$1.96K +22 +14%
RA
634
Rise Advisors
New York
$15.8K – – –
BIA
635
Bell Investment Advisors
California
$15K +$1.16K +13 +8%
HI
636
Harbour Investments
Wisconsin
$14.9K -$29.7K -334 -67%
BWL
637
Bogart Wealth LLC
Virginia
$14.4K – – –
AT
638
Avalon Trust
New Mexico
$13.6K – – –
QC
639
Quent Capital
New York
$13.5K – – –
CWP
640
Concord Wealth Partners
Virginia
$13.4K – – –
ADL
641
Asset Dedication LLC
California
$12K – – –
SSG
642
Summit Securities Group
New York
$12K +$11.7K +135 +3,375%
MCM
643
MV Capital Management
Maryland
$11.5K +$3.74K +42 +48%
NA
644
NewEdge Advisors
Louisiana
$11K +$534 +6 +5%
BAAM
645
Baker Avenue Asset Management
California
$9.26K -$267 -3 -3%
LOIM
646
Liberty One Investment Management
Illinois
$9.26K – – –
OC
647
Oakworth Capital
Alabama
$9.08K – – –
PCA
648
Providence Capital Advisors
North Carolina
$8.9K – – –
WBC
649
West Branch Capital
Massachusetts
$8.9K – – –
JWA
650
JFS Wealth Advisors
Pennsylvania
$8.81K – – –
24 25
26
27 28