undamentalytics Newsletter

The Cooper Companies: which funds bought and sold

Institutions that bought and sold The Cooper Companies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 358 institutions that filed 13F reports for both quarters added to or opened positions in The Cooper Companies, and 337 cut or closed them. Together they added a net 3.2M shares, +1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.1M shares (−1.4%); index fund managers were net sellers of 1.5M shares (−2.6%). 104 opened a new position and 100 sold out entirely.

Bought, Q2 2026 358 institutions, 104 of them new holders Sold, Q2 2026 337 institutions, 100 of them sold out
Net change, all compared +3.2M shares (+1.6%)
Net change, active managers −1.1M shares (−1.4%), 49 bought, 33 sold

Buyers versus sellers

institutions compared, 758
Active managers and hedge funds 49 bought · 33 sold · −1.1M
Index fund managers 7 bought · 5 sold · −1.5M
Other institutions 302 bought · 299 sold · +5.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +3.7M +1911.4% 3.9M $278M
Arrowstreet Capital, Limited Partnership Hedge fund +1.9M +88.3% 4.0M $287M
Barclays PLC +1.8M +537.4% 2.1M $152M
Gates Capital Management, Inc. Hedge fund +1.7M New position 1.7M $121M
Dimensional Fund Advisors LP +1.3M +61.5% 3.3M $240M
Holocene Advisors, LP Hedge fund +1.1M New position 1.1M $77.5M
Assenagon Asset Management S.A. +984K +1448.2% 1.1M $75.4M
Harris Associates L P Active manager +767K New position 767K $55M
Balyasny Asset Management L.P. Hedge fund +753K +316.8% 990K $71M
Toronto Dominion Bank +722K +1131.7% 786K $56.3M
Goldman Sachs Group Inc +694K +86.7% 1.5M $107M
London Co Of Virginia Active manager +661K +29.5% 2.9M $208M
BNP Paribas Asset Management Holding S.A. +641K +680.1% 735K $52.7M
Amundi +593K +72.0% 1.4M $102M
Bank Of America Corp +572K +39.8% 2.0M $144M
UBS Group AG +497K +14.5% 3.9M $282M
FMR LLC Active manager +446K +91.4% 933K $66.9M
HBK Investments L P Hedge fund +442K New position 442K $31.7M
Millennium Management LLC Hedge fund +398K +369.1% 505K $36.2M
CI Investments Inc. +373K +770.7% 421K $30.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager −6.8M −92.0% 591K $42.4M
Neuberger Berman Group LLC Active manager −3.0M −89.6% 354K $25.4M
T. Rowe Price Investment Management, Inc. Active manager −1.6M −18.0% 7.4M $533M
Blackrock, Inc. Index funds −1.6M −9.6% 15.0M $1.1B
Kayne Anderson Rudnick Investment Management LLC Active manager −1.2M −17.9% 5.4M $389M
Champlain Investment Partners, LLC Active manager −1.2M −73.2% 431K $30.9M
Bessemer Group Inc −932K −98.7% 12K $877,000
Boston Trust Walden Corp −863K −74.4% 297K $21.3M
Swedbank AB −780K −95.2% 39K $2.8M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager −667K −19.6% 2.7M $196M
Rathbones Group PLC −600K −59.4% 410K $29.4M
Exoduspoint Capital Management, LP Hedge fund −573K Sold out 0 —
Arrowmark Colorado Holdings LLC −569K −85.9% 93K $6.7M
Mackenzie Financial Corp −501K −90.0% 56K $4M
Ameriprise Financial Inc −451K −82.7% 94K $6.8M
Massachusetts Financial Services Co Active manager −275K −10.5% 2.3M $188M
Congress Asset Management Co Active manager −238K −98.5% 3,688 $264,468
Capital International Sarl −195K Sold out 0 —
Mariner, LLC −188K −54.7% 155K $11.1M
Trexquant Investment LP Hedge fund −168K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Gates Capital Management, Inc.Hedge fund 1.7M $121M
Holocene Advisors, LPHedge fund 1.1M $77.5M
Harris Associates L PActive manager 767K $55M
HBK Investments L PHedge fund 442K $31.7M
Marshall Wace, LLPHedge fund 256K $18.4M
Estuary Capital Management LP 252K $18.1M
Ossiam 233K $16.7M
Soapstone Management L.P. 225K $16.1M
Royce & Associates LPActive manager 224K $16.1M
Shapiro Capital Management LLC 210K $15.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Exoduspoint Capital Management, LPHedge fund 573K $41M
Capital International Sarl 195K $13.9M
Trexquant Investment LPHedge fund 168K $12M
Integral Health Asset Management, LLC 150K $10.7M
Clearline Capital LPHedge fund 134K $9.6M
Goodnow Investment Group, LLC 117K $8.4M
Capital International Ltd 104K $7.4M
Capital International, Inc.Active manager 98K $7M
Parkman Healthcare Partners LLC 90K $6.4M
Nfj Investment Group, LLC 68K $4.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
667
Ten largest holders
38.8%
of 13F-reported shares
Index fund managers
26.6%
of 13F-reported shares
Active managers and hedge funds
38.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 49 33 17 11 −1.1M −1.4%
Index fund managers 7 5 0 0 −1.5M −2.6%
Other institutions 302 299 87 89 +5.8M +9.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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