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CorVel

151 hedge funds and large institutions have $774M invested in CorVel in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $687M → $774M (+$87.2M)

2% more funds holding

Funds holding: 148151 (+3)

1.94% less ownership

Funds ownership: 147.41%145.47% (-1.9%)

32% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 65

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
44
Reduced
65
Closed
16
Calls
$341K
Puts
Net Calls
+$341K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
126
Financial Gravity Asset Management
Texas
$87K -$13K -489 -41%
LIA
127
LS Investment Advisors
Michigan
$76K -$23.1K -867 -25%
AIP
128
Ameritas Investment Partners
Nebraska
$73K
Federated Hermes
129
Federated Hermes
Pennsylvania
$61K -$3.75K -141 -6%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$60K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$48K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$45K -$308K -11,562 -88%
MOACM
133
Mutual of America Capital Management
New York
$28K -$1.6K -60 -6%
AP
134
Americana Partners
Texas
$22K +$20.3K +762 New
GDP
135
Great Diamond Partners
Maine
$22K +$20.8K +780 New
AS
136
Altshuler Shaham
Israel
$15K +$4.95K +186 +56%
US Bancorp
137
US Bancorp
Minnesota
$11K -$14.3K -537 -58%
SWA
138
Sutton Wealth Advisors
Florida
$10.7K
VAIA
139
Virtus Alternative Investment Advisers
Connecticut
$10K +$9.1K +342 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$8K
HGWM
141
Harvest Group Wealth Management
Massachusetts
$5K
RIA
142
Realta Investment Advisors
Delaware
$5K
GT
143
Glenmede Trust
Pennsylvania
$4K
TWA
144
TCI Wealth Advisors
Arizona
$4K
S
145
SignatureFD
Georgia
$3K
HR
146
Howe & Rusling
New York
$3K +$2.4K +90 New
SL
147
Savior LLC
Massachusetts
$2K +$1.44K +54 New
CAW
148
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$1K
TFO
150
Tarbox Family Office
California
$1K