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221 hedge funds and large institutions have $2.31B invested in CorVel in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $737K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

6% more funds holding

Funds holding: 209221 (+12)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

0.54% less ownership

Funds ownership: 159.52%158.99% (-0.54%)

3% less capital invested

Capital invested by funds: $2.39B → $2.31B (-$76.6M)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
76
Reduced
76
Closed
17
Calls
$1.53M
Puts
$737K
Net Calls
+$789K
Net Calls Change
+$590K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$323K -$103K -1,245 -25%
FFA
152
Farther Finance Advisors
California
$318K +$313K +3,789 New
IWC
153
Integrated Wealth Concepts
Massachusetts
$304K
VPIM
154
Vanguard Personalized Indexing Management
California
$301K -$14.1K -171 -5%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$286K
RSWM
156
Robertson Stephens Wealth Management
California
$252K
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$247K -$17.8K -216 -7%
SAM
158
Sawgrass Asset Management
Florida
$237K -$11.9K -144 -5%
DFCM
159
Dark Forest Capital Management
Puerto Rico
$233K +$227K +2,748 New
OAC
160
OMERS Administration Corp
Ontario, Canada
$229K +$223K +2,700 New
AIP
161
Ameritas Investment Partners
Nebraska
$220K
FTDI
162
First Trust Direct Indexing
Massachusetts
$216K +$211K +2,550 New
AC
163
Aristides Capital
Kentucky
$210K +$204K +2,472 New
Allianz Asset Management
164
Allianz Asset Management
Germany
$203K
BRWA
165
B. Riley Wealth Advisors
Florida
$202K -$157K -1,896 -44%
SWM
166
Spire Wealth Management
Virginia
$194K +$98.6K +1,194 +109%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$150K -$4.95K -60 -3%
C
168
Covestor
United Kingdom
$132K
QC
169
Quent Capital
New York
$105K -$108K -1,311 -51%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$105K +$57.7K +699 +131%
Simplex Trading
171
Simplex Trading
Illinois
$94K +$92.1K +1,116 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$82K +$991 +12 +1%
KBC Group
173
KBC Group
Belgium
$73K
QCG
174
Quadrant Capital Group
Ohio
$65.9K -$13.4K -162 -17%
PPA
175
Painted Porch Advisors
California
$63.6K +$61.9K +750 New

CRVL Hedge Fund Activity: Q2 2024 in Review

221 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q2 2024, worth a combined $2.31B — down 3.2% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CRVL positions and 17 closed out — a net gain of 13 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $8.46M. The largest seller was Morgan Stanley, cutting an estimated $9.09M.

  • 221 institutional investors held CorVel (CRVL) as of Q2 2024, up from 209 in Q1 2024.
  • Funds reported $2.31B of CorVel stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 30 funds opened new CorVel positions in Q2 2024 and 17 closed out, a net change of +13 holders.
  • The largest CorVel buyer in Q2 2024 was Assenagon Asset Management, an estimated $8.46M added.
  • The largest CorVel seller in Q2 2024 was Morgan Stanley, an estimated $9.09M sold.

Based on aggregated 13F filings for Q2 2024.