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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 %
FGAM
176
Financial Gravity Asset Management
Texas
$338 441 -3,087 -88%
CIAS
177
CFS Investment Advisory Services
New Jersey
– – -37,057 Closed
PAM
178
Panagora Asset Management
Massachusetts
– – -4,008 Closed
Balyasny Asset Management
179
Balyasny Asset Management
Illinois
– – -3,533 Closed
Wellington Management Group
180
Wellington Management Group
Massachusetts
– – -3,305 Closed
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
– – -2,825 Closed
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
– – -2,588 Closed
AA
183
Ancora Advisors
Ohio
– – -2,359 Closed
FL
184
Fort LP
Maryland
– – -2,328 Closed
ProShare Advisors
185
ProShare Advisors
Maryland
– – -1,958 Closed
E
186
Ergoteles
New York
– – -1,500 Closed
NFC
187
Northeast Financial Consultants
Connecticut
– – -1,497 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
– – -1,443 Closed
HPC
189
HM Payson & Co
Maine
– – -375 Closed
TFO
190
Tarbox Family Office
California
– – -20 Closed
JWA
191
JFS Wealth Advisors
Pennsylvania
$0 3 -7 -70%
MCC
192
Money Concepts Capital
Florida
– – -5 Closed
GRP
193
Global Retirement Partners
California
– – -5 Closed
CI
194
Cordant Inc
Oregon
– – -4 Closed
AW
195
Alaethes Wealth
Nevada
– – -2 Closed
C
196
Covestor
United Kingdom
$0 2 -1 -33%
CFGS
197
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
198
Simplex Trading
Illinois
– – – –
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$0 5 +5 New
4 5 6 7
8