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CorVel
CRVL

128 hedge funds and large institutions have $323M invested in CorVel in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

135.91% more ownership

Funds ownership: 0% → 135.91% (+136%)

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

4% more funds holding

Funds holding: 123 → 128 (+5)

9% less capital invested

Capital invested by funds: $355M → $323M (-$32.2M)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
52
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.93M
2
BFA
BlackRock Fund Advisors
California
+$4.28M
3
Renaissance Technologies
Renaissance Technologies
New York
+$4.13M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4M
5
RRAM
River Road Asset Management
Kentucky
+$1.36M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.38M
4
Norges Bank
Norges Bank
Norway
-$3.31M
5
SBH
Segall Bryant & Hamill
Illinois
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
Matarin Capital Management
New York
$2.13M -$134K -11,706 -6%
Morgan Stanley
27
Morgan Stanley
New York
$2.02M +$381K +33,330 +25%
AQR Capital Management
28
AQR Capital Management
Connecticut
$2.02M +$887K +77,505 +88%
BIM
29
BlackRock Investment Management
Delaware
$1.87M +$351K +30,705 +25%
Goldman Sachs
30
Goldman Sachs
New York
$1.74M +$579K +50,556 +55%
Deutsche Bank
31
Deutsche Bank
Germany
$1.53M +$293K +25,578 +25%
RRAM
32
River Road Asset Management
Kentucky
$1.45M +$1.36M +119,031 New
Invesco
33
Invesco
Georgia
$1.4M -$94.4K -8,250 -7%
Citigroup
34
Citigroup
New York
$1.36M +$887K +77,505 +227%
Charles Schwab
35
Charles Schwab
California
$1.35M +$68.7K +6,006 +6%
CS
36
Credit Suisse
Switzerland
$1.13M +$308K +26,880 +41%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.09M -$21.5M -1,881,792 -95%
NI
38
Numeric Investors
Massachusetts
$1.02M +$295K +25,800 +45%
AG
39
Algert Global
California
$964K +$664K +58,050 +277%
SIM
40
Spark Investment Management
New York
$947K -$388K -33,900 -30%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$870K -$38.9K -3,402 -5%
ZCM
42
Zebra Capital Management
Connecticut
$838K +$111K +9,696 +16%
TC
43
TFS Capital
Pennsylvania
$834K -$89.1K -7,785 -10%
CIA
44
Capital Impact Advisors
Massachusetts
$830K – – –
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$805K -$903K -78,900 -54%
TA
46
Teachers Advisors
New York
$795K +$48.4K +4,233 +7%
AllianceBernstein
47
AllianceBernstein
Tennessee
$771K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$748K -$17.2K -1,500 -2%
GCP
49
GSA Capital Partners
United Kingdom
$738K -$794K -69,393 -53%
Swiss National Bank
50
Swiss National Bank
Switzerland
$692K – – –
1
2
3 4 5

CRVL Hedge Fund Activity: Q4 2016 in Review

128 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q4 2016, worth a combined $323M — down 9.1% from $355M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CRVL positions and 14 closed out — a net gain of 6 holders — while 52 added to existing stakes and 28 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $6.93M. The largest seller was Fidelity Investments, cutting an estimated $21.5M.

  • 128 institutional investors held CorVel (CRVL) as of Q4 2016, up from 123 in Q3 2016.
  • Funds reported $323M of CorVel stock for Q4 2016, down 9.1% quarter-over-quarter.
  • 20 funds opened new CorVel positions in Q4 2016 and 14 closed out, a net change of +6 holders.
  • The largest CorVel buyer in Q4 2016 was Wellington Management Group, an estimated $6.93M added.
  • The largest CorVel seller in Q4 2016 was Fidelity Investments, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2016.