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CorVel
CRVL

Overview Fund Activity

201 hedge funds and large institutions have $1.77B invested in CorVel in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 13 closing their positions.

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
71
Reduced
72
Closed
13
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
+$516K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$29.7M
2
Wells Fargo
2
Wells Fargo
California
$33.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
BTW
4
Boston Trust Walden
Massachusetts
$54.7M
5
RJA
5
Raymond James & Associates
Florida
$11.6M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M
2
BlackRock
2
BlackRock
New York
$277M
3
Axa
3
Axa
France
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$141M
5
Man Group
5
Man Group
United Kingdom
$2.73M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$374K 1,901 +40 +2%
QPW
127
Quantum Private Wealth
Florida
$370K 1,883 – –
RWM
128
Revisor Wealth Management
Ohio
$366K 1,861 +509 +38%
ECM
129
ExodusPoint Capital Management
New York
$358K 1,818 +1,818 New
CCIA
130
Campbell & Co Investment Adviser
Maryland
$355K 1,804 -114 -6%
Corient Private Wealth
131
Corient Private Wealth
Florida
$351K 1,786 +403 +29%
KWM
132
Kolinsky Wealth Management
New Jersey
$345K 1,755 +18 +1%
SPIA
133
Steward Partners Investment Advisory
New York
$341K 1,732 +654 +61%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$315K 1,600 – –
CIM
135
Contravisory Investment Management
Massachusetts
$315K 1,601 +23 +1%
MOACM
136
Mutual of America Capital Management
New York
$313K 1,591 -186 -10%
II
137
Inspire Investing
Idaho
$308K 1,565 -38 -2%
LTAS
138
Linden Thomas Advisory Services
North Carolina
$292K 1,485 +190 +15%
Creative Planning
139
Creative Planning
Kansas
$288K 1,465 +9 +0.6%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$285K 1,448 +714 +97%
BRWA
141
B. Riley Wealth Advisors
Florida
$280K 1,426 +208 +17%
TI
142
Trexquant Investment
Connecticut
$280K 1,426 +363 +34%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$277K 1,348 -58 -4%
ProShare Advisors
144
ProShare Advisors
Maryland
$262K 1,334 -37 -3%
PMEF
145
Point72 Middle East FZE
United Arab Emirates
$262K 1,334 +110 +9%
VI
146
Vestcor Inc
New Brunswick, Canada
$251K 1,275 +1,275 New
PAM
147
Panagora Asset Management
Massachusetts
$244K 1,243 – –
IWC
148
Integrated Wealth Concepts
Massachusetts
$239K 1,214 -46 -4%
EAM
149
Erste Asset Management
Austria
$239K 1,200 – –
GCP
150
GSA Capital Partners
United Kingdom
$235K 1,194 -464 -28%
4 5
6
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