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264 hedge funds and large institutions have $3.06B invested in CorVel in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

398% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $1.67M

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

6% more funds holding

Funds holding: 248264 (+16)

2% more capital invested

Capital invested by funds: $3B → $3.06B (+$61M)

4% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 96

107.05% less ownership

Funds ownership: 160.53%53.47% (-107%)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
92
Reduced
96
Closed
22
Calls
$8.31M
Puts
$1.67M
Net Calls
+$6.64M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$16.5K -$44.9K -401 -73%
Ohio Public Employees Retirement System (OPERS)
227
Ohio Public Employees Retirement System (OPERS)
Ohio
$15K +$3.69K +33 +32%
APW
228
Aventura Private Wealth
Florida
$14.7K +$14.8K +132 New
RA
229
Rise Advisors
New York
$14.4K
AAP
230
Arax Advisory Partners
Colorado
$12.3K -$1.01K -9 -8%
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$12K +$1.01K +9 +9%
API
232
Asset Planning Inc
California
$10.7K +$10.7K +96 New
BIG
233
Brooklyn Investment Group
New York
$10.7K +$10.7K +96 New
QL
234
Quarry LP
New York
$9.79K +$9.85K +88 New
S
235
SignatureFD
Georgia
$9.01K -$672 -6 -7%
PWMG
236
Private Wealth Management Group
New Jersey
$8.68K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$8.35K -$336 -3 -4%
HNB
238
Huntington National Bank
Ohio
$8.01K
PA
239
Parallel Advisors
California
$7.68K
UB
240
UMB Bank
Missouri
$7.34K
ACM
241
Aster Capital Management
United Arab Emirates
$6.45K -$24.1K -215 -79%
BIA
242
Bell Investment Advisors
California
$4.01K
JWA
243
JFS Wealth Advisors
Pennsylvania
$4.01K
AS
244
Altshuler Shaham
Israel
$4K
EWA
245
EverSource Wealth Advisors
Alabama
$3.67K +$1.68K +15 +83%
SCM
246
Sterling Capital Management
North Carolina
$3K
RIL
247
Rothschild Investment LLC
Illinois
$3K +$672 +6 +29%
HWM
248
Hemington Wealth Management
Virginia
$3K +$1.34K +12 +67%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$2.34K
SS
250
SBI Securities
Japan
$1.67K +$1.68K +15 New