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CorVel
CRVL

147 hedge funds and large institutions have $1.2B invested in CorVel in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

33% more capital invested

Capital invested by funds: $903M → $1.2B (+$296M)

6% more funds holding

Funds holding: 139 → 147 (+8)

1.08% more ownership

Funds ownership: 147.76% → 148.84% (+1.1%)

29% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 58

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
41
Reduced
58
Closed
13
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$530K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$36.8M
2
Invesco
Invesco
Georgia
+$9.57M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.49M
5
BA
Bridgewater Associates
Connecticut
+$2.17M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$14.9M
2
BlackRock
BlackRock
New York
-$9.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.49M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.44M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$48K – – –
AS
127
Altshuler Shaham
Israel
$47K +$41.1K +1,041 New
Lazard Asset Management
128
Lazard Asset Management
New York
$45K -$41.3K -1,047 -51%
PWS
129
Paragon Wealth Strategies
Florida
$38K +$33.2K +840 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$35K -$1.19K -30 -4%
SWA
131
Sutton Wealth Advisors
Florida
$28.5K – – –
FQ
132
First Quadrant
California
$28K – – –
MAM
133
Meeder Asset Management
Ohio
$11K +$2.13K +54 +28%
QCG
134
Quadrant Capital Group
Ohio
$9K – – –
AWA
135
Arkadios Wealth Advisors
Georgia
$8K +$7.82K +198 New
ST
136
Sageworth Trust
Pennsylvania
$7K +$5.92K +150 New
TWA
137
TCI Wealth Advisors
Arizona
$6K – – –
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$6K +$4.26K +108 +400%
PA
139
Parallel Advisors
California
$5K +$3.32K +84 +400%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$4K +$237 +6 +8%
TFO
141
Tarbox Family Office
California
$3K – – –
WPA
142
West Paces Advisors
Georgia
$2.55K +$2.25K +57 New
SL
143
Savior LLC
Massachusetts
$2K – – –
S
144
SignatureFD
Georgia
$1K -$592 -15 -45%
AIG
145
American International Group
New York
$773 -$13.7K -348 -2%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$40 -$308K -7,800 -90%
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
– -$3.44M -100,740 Closed
California Public Employees Retirement System
148
California Public Employees Retirement System
California
– -$1.85M -54,000 Closed
MSL
149
Mackay Shields LLC
New York
– -$1.26M -36,900 Closed
Aviva
150
Aviva
United Kingdom
– -$1.19M -34,743 Closed
3 4 5
6
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CRVL Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q2 2021, worth a combined $1.2B — up 33% from $903M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CRVL positions and 13 closed out — a net gain of 8 holders — while 41 added to existing stakes and 58 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $36.8M. The largest seller was Ameriprise, cutting an estimated $14.9M.

  • 147 institutional investors held CorVel (CRVL) as of Q2 2021, up from 139 in Q1 2021.
  • Funds reported $1.2B of CorVel stock for Q2 2021, up 33% quarter-over-quarter.
  • 21 funds opened new CorVel positions in Q2 2021 and 13 closed out, a net change of +8 holders.
  • The largest CorVel buyer in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $36.8M added.
  • The largest CorVel seller in Q2 2021 was Ameriprise, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.