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CorVel

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
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$214K +$184K +2,598 New
QC
152
Quent Capital
New York
$210K
AI
153
AXS Investments
New York
$189K +$163K +2,295 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$150K -$7.44K -105 -5%
C
155
Covestor
United Kingdom
$138K -$425 -6 -0.4%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$129K
Osaic Holdings
157
Osaic Holdings
Arizona
$88K +$425 +6 +0.6%
QCG
158
Quadrant Capital Group
Ohio
$84.1K -$7.87K -111 -10%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$78K -$2.13K -30 -3%
KBC Group
160
KBC Group
Belgium
$71K
EBA
161
Eagle Bay Advisors
New York
$56.4K -$425 -6 -0.9%
PAS
162
Point72 Asia (Singapore)
Singapore
$54K +$46.4K +654 New
Federated Hermes
163
Federated Hermes
Pennsylvania
$49.9K -$8.08K -114 -16%
ACM
164
Aquatic Capital Management
Illinois
$49K +$42.5K +600 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$24.2K
LFA
166
LGT Financial Advisors
Texas
$21K
US Bancorp
167
US Bancorp
Minnesota
$14.6K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$13.3K +$2.34K +33 +26%
SWM
169
Spire Wealth Management
Virginia
$9.35K +$851 +12 +11%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$7K +$6.59K +93 New
PWMG
171
Private Wealth Management Group
New Jersey
$6.43K +$5.53K +78 New
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$6.43K -$2.55K -36 -32%
PA
173
Parallel Advisors
California
$6.18K +$851 +12 +19%
HNB
174
Huntington National Bank
Ohio
$5.69K
Bessemer Group
175
Bessemer Group
New Jersey
$5K -$2.55K -36 -39%