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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.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1.85% more ownership

Funds ownership: 155.78%157.64% (+1.9%)

1% more funds holding

Funds holding: 199201 (+2)

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$48.8M)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.19%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$234K +$247K +3,576 New
HighTower Advisors
152
HighTower Advisors
Illinois
$229K +$237K +3,435 New
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$224K -$539K -7,812 -70%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$223K +$828 +12 +0.4%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$217K +$228K +3,309 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$216K
AIP
157
Ameritas Investment Partners
Nebraska
$170K +$30.4K +441 +20%
QC
158
Quent Capital
New York
$167K
1832 Asset Management
159
1832 Asset Management
Ontario, Canada
$157K +$166K +2,400 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$126K -$7.04K -102 -5%
C
161
Covestor
United Kingdom
$110K +$207 +3 +0.2%
TRCT
162
Tower Research Capital (TRC)
New York
$108K +$16.8K +243 +17%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$103K +$11K +159 +11%
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$99.9K -$14.7K -213 -12%
QCG
165
Quadrant Capital Group
Ohio
$74.1K +$9.31K +135 +14%
Osaic Holdings
166
Osaic Holdings
Arizona
$69.6K +$37.7K +546 +106%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$64K -$11.6K -168 -15%
KBC Group
168
KBC Group
Belgium
$56K -$83K -1,203 -58%
Federated Hermes
169
Federated Hermes
Pennsylvania
$47.2K +$1.45K +21 +3%
EBA
170
Eagle Bay Advisors
New York
$45.2K -$621 -9 -1%
Point72 Asset Management
171
Point72 Asset Management
Connecticut
$31.3K -$34.8K -504 -51%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$19.3K
LFA
173
LGT Financial Advisors
Texas
$16.7K +$17.6K +255 New
PTC
174
Private Trust Company
Ohio
$13K
US Bancorp
175
US Bancorp
Minnesota
$11.6K +$12.2K +177 New