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CorVel
CRVL

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

11% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 53

0.1% more ownership

Funds ownership: 147.31% → 147.41% (+0.1%)

3% less funds holding

Funds holding: 153 → 148 (-5)

14% less capital invested

Capital invested by funds: $795M → $687M (-$108M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

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

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$13.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.42M
3
BTW
Boston Trust Walden
Massachusetts
+$4.81M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.9M
2
Millennium Management
Millennium Management
New York
-$5.17M
3
AA
Ancora Advisors
Ohio
-$4.1M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.99M
5
USAA
United Services Automobile Association
Texas
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$63K – – –
Federated Hermes
127
Federated Hermes
Pennsylvania
$56K +$341 +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 -$14.6K -513 -30%
MOACM
131
Mutual of America Capital Management
New York
$26K +$1.28K +45 +5%
US Bancorp
132
US Bancorp
Minnesota
$23K +$15.3K +537 +137%
SWA
133
Sutton Wealth Advisors
Florida
$9.23K – – –
AS
134
Altshuler Shaham
Israel
$8K -$1.96K -69 -17%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$7K – – –
Twin Tree Management
136
Twin Tree Management
Texas
$6K +$6.82K +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 +$3.92K +138 New
S
142
SignatureFD
Georgia
$2K -$1.36K -48 -33%
CBT
143
Capital Bank & Trust
California
$2K +$1.96K +69 New
TFO
144
Tarbox Family Office
California
$1K -$512 -18 -30%
CAW
145
Cornerstone Advisors (Washington)
Washington
$1K – – –
PFBT
146
Parkside Financial Bank & Trust
Missouri
$1K – – –
GT
147
Glenmede Trust
Pennsylvania
$3 +$1.36K +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

CRVL Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q3 2019, worth a combined $687M — down 14% from $795M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CRVL and 13 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 59 added.

The largest buyer was Invesco, adding an estimated $13.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $13.9M sold.

  • 148 institutional investors held CorVel (CRVL) as of Q3 2019, down from 153 in Q2 2019.
  • Funds reported $687M of CorVel stock for Q3 2019, down 14% quarter-over-quarter.
  • 13 funds opened new CorVel positions in Q3 2019 and 17 closed out, a net change of -4 holders.
  • The largest CorVel buyer in Q3 2019 was Invesco, an estimated $13.6M added.
  • The largest CorVel seller in Q3 2019 was Wellington Management Group, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2019.