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178 hedge funds and large institutions have $1.31B invested in CorVel in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $471K | Put options by funds: $147K

1.1% less ownership

Funds ownership: 153.37%152.27% (-1.1%)

5% less funds holding

Funds holding: 187178 (-9)

13% less capital invested

Capital invested by funds: $1.51B → $1.31B (-$203M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

26% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 74

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
55
Reduced
74
Closed
19
Calls
$471K
Puts
$147K
Net Calls
+$324K
Net Calls Change
-$568K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$32K -$27.7K -537 -45%
CWM
152
Castle Wealth Management
Florida
$32K +$33.5K +651 New
SWA
153
Sutton Wealth Advisors
Florida
$31.7K +$463 +9 +1%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$24K -$32.4K -630 -57%
IA
155
IFP Advisors
Florida
$18K
ACM
156
Aquatic Capital Management
Illinois
$15K +$15.4K +300 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$12K
QCG
158
Quadrant Capital Group
Ohio
$11K +$618 +12 +6%
PTC
159
Private Trust Company
Ohio
$10K +$10.2K +198 New
MAM
160
Meeder Asset Management
Ohio
$8K -$4.63K -90 -37%
BC
161
Bartlett & Co
Ohio
$8K +$8.34K +162 New
BCWM
162
Bartlett & Co Wealth Management
Ohio
$7.95K +$8.34K +162 New
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$6K
TWA
164
TCI Wealth Advisors
Arizona
$6K
CIM
165
Contravisory Investment Management
Massachusetts
$5K
PFBT
166
Parkside Financial Bank & Trust
Missouri
$4K -$309 -6 -7%
Bessemer Group
167
Bessemer Group
New Jersey
$4K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4K +$2.32K +45 +150%
WPA
169
West Paces Advisors
Georgia
$3.09K
PA
170
Parallel Advisors
California
$3K -$3.71K -72 -55%
EWA
171
EverSource Wealth Advisors
Alabama
$2K
S
172
SignatureFD
Georgia
$1K -$618 -12 -33%
DI
173
Disciplined Investments
Oklahoma
$1K
STCOSD
174
Sageworth Trust Company of South Dakota
South Dakota
$1K
SC
175
Schubert & Co
Texas
$1K +$154 +3 +20%