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CorVel
CRVL

Overview Fund Activity

222 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, 77 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
222
Holders Change
+13
Holders Change %
+6.22%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
77
Reduced
76
Closed
16
Calls
$1.53M
Puts
$737K
Net Calls
+$789K
Net Calls Change
+$590K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$29.5M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$490M
3
BlackRock
3
BlackRock
New York
$374M
4
UBS AM
4
UBS AM
Illinois
$7.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$62.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.5M
2
BTW
2
Boston Trust Walden
Massachusetts
$61.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$277M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
151
Vestcor Inc
New Brunswick, Canada
$324K – – –
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$323K -$105K -1,245 -25%
FFA
153
Farther Finance Advisors
California
$318K +$318K +3,789 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$304K – – –
VPIM
155
Vanguard Personalized Indexing Management
California
$301K -$14.5K -171 -5%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$286K – – –
RSWM
157
Robertson Stephens Wealth Management
California
$252K – – –
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$247K -$18.3K -216 -7%
SAM
159
Sawgrass Asset Management
Florida
$237K -$12.2K -144 -5%
DFCM
160
Dark Forest Capital Management
Puerto Rico
$233K +$233K +2,748 New
OAC
161
OMERS Administration Corp
Ontario, Canada
$229K +$229K +2,700 New
AIP
162
Ameritas Investment Partners
Nebraska
$220K – – –
FTDI
163
First Trust Direct Indexing
Massachusetts
$216K +$216K +2,550 New
AC
164
Aristides Capital
Kentucky
$210K +$210K +2,472 New
Allianz Asset Management
165
Allianz Asset Management
Germany
$203K – – –
BRWA
166
B. Riley Wealth Advisors
Florida
$202K -$161K -1,896 -44%
SWM
167
Spire Wealth Management
Virginia
$194K +$101K +1,194 +109%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$150K -$5.09K -60 -3%
C
169
Covestor
United Kingdom
$132K – – –
QC
170
Quent Capital
New York
$105K -$111K -1,311 -51%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$105K +$59.5K +699 +131%
Simplex Trading
172
Simplex Trading
Illinois
$94K +$94K +1,116 New
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$82K +$1.02K +12 +1%
KBC Group
174
KBC Group
Belgium
$73K – – –
QCG
175
Quadrant Capital Group
Ohio
$65.9K -$13.7K -162 -17%
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7
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