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199 hedge funds and large institutions have $1.72B invested in CorVel in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

43% more call options, than puts

Call options by funds: $832K | Put options by funds: $581K

4% more funds holding

Funds holding: 191199 (+8)

2% more capital invested

Capital invested by funds: $1.69B → $1.72B (+$28.8M)

0.45% more ownership

Funds ownership: 155.33%155.78% (+0.45%)

32% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 81

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
55
Reduced
81
Closed
14
Calls
$832K
Puts
$581K
Net Calls
+$251K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
126
Mutual of America Capital Management
New York
$344K -$19.1K -285 -5%
KWM
127
Kolinsky Wealth Management
New Jersey
$338K +$22.7K +339 +7%
GCP
128
GSA Capital Partners
United Kingdom
$321K +$333K +4,974 New
II
129
Inspire Investing
Idaho
$310K +$34.5K +516 +12%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$310K
CIM
131
Contravisory Investment Management
Massachusetts
$305K
VF
132
Virtu Financial
New York
$303K +$314K +4,695 New
Creative Planning
133
Creative Planning
Kansas
$282K -$155K -2,316 -35%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$280K -$12.2K -183 -4%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$274K -$34.3K -513 -11%
SW
136
SkyOak Wealth
Michigan
$270K +$280K +4,182 New
Corient Private Wealth
137
Corient Private Wealth
Florida
$268K -$6.63K -99 -2%
ProShare Advisors
138
ProShare Advisors
Maryland
$265K +$19.1K +285 +7%
RWM
139
Revisor Wealth Management
Ohio
$262K -$4.82K -72 -2%
LTAS
140
Linden Thomas Advisory Services
North Carolina
$251K +$260K +3,885 New
IWC
141
Integrated Wealth Concepts
Massachusetts
$244K -$803 -12 -0.3%
JF
142
Jump Financial
Illinois
$243K -$1.98M -29,532 -89%
PAM
143
Panagora Asset Management
Massachusetts
$241K +$250K +3,729 New
PMEF
144
Point72 Middle East FZE
United Arab Emirates
$237K +$122K +1,821 +98%
BRWA
145
B. Riley Wealth Advisors
Florida
$236K +$245K +3,654 New
EAM
146
Erste Asset Management
Austria
$233K
XT
147
XTX Topco
Cayman Islands
$222K -$153K -2,292 -40%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$218K +$7.23K +108 +3%
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$213K
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$213K