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181 hedge funds and large institutions have $1.87B invested in CorVel in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

159% more call options, than puts

Call options by funds: $2M | Put options by funds: $770K

14% more funds holding

Funds holding: 159181 (+22)

11% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$190M)

0.46% more ownership

Funds ownership: 151.82%152.27% (+0.46%)

19% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 67

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
54
Reduced
67
Closed
10
Calls
$2M
Puts
$770K
Net Calls
+$1.23M
Net Calls Change
+$519K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$74K +$67.5K +1,074 New
WWM
152
Wolff Wiese Magana
California
$62K +$55.8K +888 New
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$53K
AS
154
Altshuler Shaham
Israel
$51K -$10.2K -162 -18%
KPCM
155
Kings Point Capital Management
New York
$51K
SWA
156
Sutton Wealth Advisors
Florida
$44.5K +$377 +6 +0.9%
FQ
157
First Quadrant
California
$43K
Marshall Wace
158
Marshall Wace
United Kingdom
$39K +$35.2K +561 New
SOW
159
State of Wyoming
Wyoming
$36K +$32.4K +516 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$24K +$21.5K +342 New
TRCT
161
Tower Research Capital (TRC)
New York
$22K -$9.23K -147 -32%
TWA
162
TCI Wealth Advisors
Arizona
$15K +$4.9K +78 +59%
QCG
163
Quadrant Capital Group
Ohio
$14K -$565 -9 -4%
PA
164
Parallel Advisors
California
$13K +$2.26K +36 +23%
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$9K
IPW
166
IronBridge Private Wealth
Texas
$8K -$3.29M -52,392 -100%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$7K +$3.96K +63 +162%
STCOSD
168
Sageworth Trust Company of South Dakota
South Dakota
$7K +$6.22K +99 New
PFBT
169
Parkside Financial Bank & Trust
Missouri
$6K +$188 +3 +4%
Bessemer Group
170
Bessemer Group
New Jersey
$6K +$5.09K +81 New
WPA
171
West Paces Advisors
Georgia
$4.37K +$377 +6 +11%
TFO
172
Tarbox Family Office
California
$4K
FGAM
173
Financial Gravity Asset Management
Texas
$3.69K +$976K +15,534 +23,536%
ST
174
Sageworth Trust
Pennsylvania
$2K -$7.35K -117 -78%
CTC
175
Central Trust Company
Missouri
$2K

CRVL Hedge Fund Activity: Q4 2021 in Review

181 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q4 2021, worth a combined $1.87B — up 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CRVL positions and 10 closed out — a net gain of 22 holders — while 54 added to existing stakes and 67 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $14.8M. The largest seller was Boston Trust Walden, cutting an estimated $13.4M.

  • 181 institutional investors held CorVel (CRVL) as of Q4 2021, up from 159 in Q3 2021.
  • Funds reported $1.87B of CorVel stock for Q4 2021, up 11% quarter-over-quarter.
  • 32 funds opened new CorVel positions in Q4 2021 and 10 closed out, a net change of +22 holders.
  • The largest CorVel buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $14.8M added.
  • The largest CorVel seller in Q4 2021 was Boston Trust Walden, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2021.