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197 hedge funds and large institutions have $2.27B invested in CorVel in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $1.77B → $2.27B (+$504M)

3.67% more ownership

Funds ownership: 157.64%161.31% (+3.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 201197 (-4)

29% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 85

Holders
197
Holders Change
-4
Holders Change %
-1.99%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
60
Reduced
85
Closed
20
Calls
$865K
Puts
Net Calls
+$865K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$437K +$7.87K +111 +2%
Franklin Resources
127
Franklin Resources
California
$434K -$282K -3,981 -43%
KWM
128
Kolinsky Wealth Management
New Jersey
$432K -$1.49K -21 -0.4%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$421K +$192K +2,709 +113%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$417K -$68.5K -966 -16%
ProShare Advisors
131
ProShare Advisors
Maryland
$407K +$66.4K +936 +23%
CIM
132
Contravisory Investment Management
Massachusetts
$404K +$7.23K +102 +2%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$396K
MOACM
134
Mutual of America Capital Management
New York
$392K -$851 -12 -0.3%
II
135
Inspire Investing
Idaho
$383K -$3.19K -45 -1%
Creative Planning
136
Creative Planning
Kansas
$372K +$8.72K +123 +3%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$355K +$11.1K +156 +4%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$329K -$1.97M -27,810 -87%
SW
139
SkyOak Wealth
Michigan
$325K +$280K +3,948 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$318K +$33.2K +468 +14%
VI
141
Vestcor Inc
New Brunswick, Canada
$315K
EAM
142
Erste Asset Management
Austria
$301K
IWC
143
Integrated Wealth Concepts
Massachusetts
$300K
SPS
144
Susquehanna Portfolio Strategies
Pennsylvania
$300K +$258K +3,642 New
HighTower Advisors
145
HighTower Advisors
Illinois
$285K +$8.29K +117 +3%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$273K
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$272K
VPIM
148
Vanguard Personalized Indexing Management
California
$264K +$227K +3,204 New
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$221K +$190K +2,676 New
AIP
150
Ameritas Investment Partners
Nebraska
$214K