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CorVel
CRVL

Overview Fund Activity

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.

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
3.01%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$28.4M
4
GIM
4
Granahan Investment Management
Massachusetts
$4.18M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.42M

Top Sellers

1
BTW
1
Boston Trust Walden
Massachusetts
$35.1M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$289M
3
BlackRock
3
BlackRock
New York
$219M
4
Wells Fargo
4
Wells Fargo
California
$19.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
151
Federated Hermes
Pennsylvania
$32K 219 -179 -45%
CWM
152
Castle Wealth Management
Florida
$32K 217 +217 New
SWA
153
Sutton Wealth Advisors
Florida
$31.7K 215 +3 +1%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$24K 161 -210 -57%
IA
155
IFP Advisors
Florida
$18K 281 – –
ACM
156
Aquatic Capital Management
Illinois
$15K 100 +100 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$12K 84 – –
QCG
158
Quadrant Capital Group
Ohio
$11K 72 +4 +6%
PTC
159
Private Trust Company
Ohio
$10K 66 +66 New
MAM
160
Meeder Asset Management
Ohio
$8K 52 -30 -37%
BC
161
Bartlett & Co
Ohio
$8K 54 +54 New
BCWM
162
Bartlett & Co Wealth Management
Ohio
$7.95K 54 +54 New
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$6K 43 – –
TWA
164
TCI Wealth Advisors
Arizona
$6K 44 – –
CIM
165
Contravisory Investment Management
Massachusetts
$5K 32 – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$4K 27 -2 -7%
Bessemer Group
167
Bessemer Group
New Jersey
$4K 28 – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4K 25 +15 +150%
WPA
169
West Paces Advisors
Georgia
$3.09K 21 – –
PA
170
Parallel Advisors
California
$3K 20 -24 -55%
EWA
171
EverSource Wealth Advisors
Alabama
$2K 11 – –
S
172
SignatureFD
Georgia
$1K 8 -4 -33%
DI
173
Disciplined Investments
Oklahoma
$1K 4 – –
STCOSD
174
Sageworth Trust Company of South Dakota
South Dakota
$1K 5 – –
SC
175
Schubert & Co
Texas
$1K 6 +1 +20%
4 5 6
7
8