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Karooooo

23 hedge funds and large institutions have $64M invested in Karooooo in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

21% more funds holding

Funds holding: 1923 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 10.45%10.39% (-0.06%)

15% less capital invested

Capital invested by funds: $75.6M → $64M (-$11.5M)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Gobi Capital
California
$43.9M
Invesco
2
Invesco
Georgia
$4.26M
JAM
3
Jupiter Asset Management
United Kingdom
$3.92M +$699K +29,849 +18%
SDWIA
4
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.45M +$351 +15 +0%
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$2.93M
6CM
6
683 Capital Management
New York
$1.27M
Polen Capital Management
7
Polen Capital Management
Florida
$1.17M -$1.48M -63,036 -52%
SIC
8
Schwartz Investment Counsel
Michigan
$1.03M +$23.4K +1,000 +2%
BlackRock
9
BlackRock
New York
$443K +$368K +15,690 +240%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$363K
ACA
11
Anchor Capital Advisors
Massachusetts
$314K
Renaissance Technologies
12
Renaissance Technologies
New York
$215K +$253K +10,801 New
VNIM
13
Vaughan Nelson Investment Management
Texas
$189K
Morgan Stanley
14
Morgan Stanley
New York
$189K -$25.2K -1,075 -10%
GCM
15
Gladius Capital Management
Illinois
$123K +$10.6K +454 +8%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$79.6K
Barclays
17
Barclays
United Kingdom
$52.1K -$45.2K -1,927 -42%
JP Morgan Chase
18
JP Morgan Chase
New York
$38.7K +$45.6K +1,945 New
UBS Group
19
UBS Group
Switzerland
$32.2K +$5.51K +235 +17%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.96K +$11.7K +500 New
TRCT
21
Tower Research Capital (TRC)
New York
$9.54K +$8.97K +383 +399%
Lazard Asset Management
22
Lazard Asset Management
New York
$9K +$11K +470 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$100 +$117 +5 New
Millennium Management
24
Millennium Management
New York
-$295K -12,657 Closed

KARO Hedge Fund Activity: Q3 2023 in Review

23 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Karooooo (KARO) for Q3 2023, worth a combined $64M — down 15% from $75.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KARO positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Jupiter Asset Management, adding an estimated $699K. The largest seller was Polen Capital Management, cutting an estimated $1.48M.

  • 23 institutional investors held Karooooo (KARO) as of Q3 2023, up from 19 in Q2 2023.
  • Funds reported $64M of Karooooo stock for Q3 2023, down 15% quarter-over-quarter.
  • 5 funds opened new Karooooo positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Karooooo buyer in Q3 2023 was Jupiter Asset Management, an estimated $699K added.
  • The largest Karooooo seller in Q3 2023 was Polen Capital Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2023.