CRVL icon

CorVel
CRVL

Overview Fund Activity

148 hedge funds and large institutions have $687M invested in CorVel in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
59
Reduced
53
Closed
17
Calls
$318K
Puts
–
Net Calls
+$318K
Net Calls Change
-$1.38M

Top Buyers

1
Invesco
Invesco
Georgia
$19.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26.7M
3
BTW
Boston Trust Walden
Massachusetts
$14.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
$12.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$10.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$1.78M
3
AA
Ancora Advisors
Ohio
$3.61M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$6.43M
5
USAA
United Services Automobile Association
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$63K – – –
Federated Hermes
127
Federated Hermes
Pennsylvania
$56K +$301 +12 +0.5%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$52K – – –
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$48K – – –
FGAM
130
Financial Gravity Asset Management
Texas
$30K -$12.9K -513 -30%
MOACM
131
Mutual of America Capital Management
New York
$26K +$1.15K +45 +5%
US Bancorp
132
US Bancorp
Minnesota
$23K +$13.3K +537 +137%
SWA
133
Sutton Wealth Advisors
Florida
$9.24K – – –
AS
134
Altshuler Shaham
Israel
$8K -$1.67K -69 -17%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$7K – – –
Twin Tree Management
136
Twin Tree Management
Texas
$6K +$6K +240 New
HGWM
137
Harvest Group Wealth Management
Massachusetts
$5K – – –
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$5K – – –
RIA
139
Realta Investment Advisors
Delaware
$4K – – –
TWA
140
TCI Wealth Advisors
Arizona
$3K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +138 New
S
142
SignatureFD
Georgia
$2K -$1K -48 -33%
CBT
143
Capital Bank & Trust
California
$2K +$2K +69 New
TFO
144
Tarbox Family Office
California
$1K -$429 -18 -30%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$1K – – –
CAW
146
Cornerstone Advisors (Washington)
Washington
$1K – – –
GT
147
Glenmede Trust
Pennsylvania
$3 +$1 +48 +52%
Wellington Management Group
148
Wellington Management Group
Massachusetts
– -$13.9M -477,597 Closed
USAA
149
United Services Automobile Association
Texas
– -$2.84M -97,833 Closed
Assenagon Asset Management
150
Assenagon Asset Management
Luxembourg
– -$1.51M -51,978 Closed
3 4 5
6
7