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Karooooo

23 hedge funds and large institutions have $161M invested in Karooooo in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more capital invested

Capital invested by funds: $64M → $161M (+$97M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.28% more ownership

Funds ownership: 10.39%10.67% (+0.28%)

0% more funds holding

Funds holding: 2323 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
8
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Polen Capital Management
1
Polen Capital Management
Florida
$81M -$1.19M -49,391 -84%
GC
2
Gobi Capital
California
$53.6M
Invesco
3
Invesco
Georgia
$5.2M
JAM
4
Jupiter Asset Management
United Kingdom
$4.7M -$83.6K -3,483 -2%
SDWIA
5
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.21M
Mitsubishi UFJ Trust & Banking
6
Mitsubishi UFJ Trust & Banking
Japan
$3.97M +$389K +16,200 +11%
Swedbank
7
Swedbank
Sweden
$1.77M +$1.75M +72,837 New
Morgan Stanley
8
Morgan Stanley
New York
$1.59M +$1.35M +56,130 +593%
6CM
9
683 Capital Management
New York
$1.59M +$38.2K +1,591 +2%
SIC
10
Schwartz Investment Counsel
Michigan
$1.26M
BlackRock
11
BlackRock
New York
$609K +$67.8K +2,825 +13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$454K +$11.4K +475 +3%
Renaissance Technologies
13
Renaissance Technologies
New York
$304K +$40.8K +1,700 +16%
VNIM
14
Vaughan Nelson Investment Management
Texas
$230K
Barclays
15
Barclays
United Kingdom
$186K +$121K +5,022 +192%
GCM
16
Gladius Capital Management
Illinois
$143K -$7.95K -331 -5%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$82.6K -$14.4K -600 -15%
Lazard Asset Management
18
Lazard Asset Management
New York
$42K +$30.8K +1,285 +273%
JP Morgan Chase
19
JP Morgan Chase
New York
$21K -$25.9K -1,081 -56%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.2K
TRCT
21
Tower Research Capital (TRC)
New York
$4.74K -$6.82K -284 -59%
UBS Group
22
UBS Group
Switzerland
$437 -$38.4K -1,598 -99%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$122
ACA
24
Anchor Capital Advisors
Massachusetts
-$314K -15,762 Closed

KARO Hedge Fund Activity: Q4 2023 in Review

23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Karooooo (KARO) for Q4 2023, worth a combined $161M — up 151% from $64M a quarter earlier.

Fund positioning in KARO was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $1.75M. The largest seller was Polen Capital Management, cutting an estimated $1.19M.

  • 23 institutional investors held Karooooo (KARO) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $161M of Karooooo stock for Q4 2023, up 151% quarter-over-quarter.
  • 1 fund opened new Karooooo positions in Q4 2023 and 1 closed out, a net change of 0 holders.
  • The largest Karooooo buyer in Q4 2023 was Swedbank, an estimated $1.75M added.
  • The largest Karooooo seller in Q4 2023 was Polen Capital Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2023.