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CorVel
CRVL

191 hedge funds and large institutions have $1.69B invested in CorVel in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

45% more capital invested

Capital invested by funds: $1.17B → $1.69B (+$525M)

5% more funds holding

Funds holding: 182 → 191 (+9)

4.91% more ownership

Funds ownership: 150.42% → 155.33% (+4.9%)

0% more call options, than puts

Call options by funds: $951K | Put options by funds: $951K

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
74
Closed
18
Calls
$951K
Puts
$951K
Net Calls
–
Net Calls Change
-$538K

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$18.6M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13M
3
Invesco
Invesco
Georgia
+$8.27M
4
Morgan Stanley
Morgan Stanley
New York
+$4.27M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$4.13M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.18M
2
BlackRock
BlackRock
New York
-$6.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.37M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.9M
5
HF
HRT Financial
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
176
Bell Investment Advisors
California
$2.47K -$526 -9 -19%
S
177
SignatureFD
Georgia
$2.47K +$876 +15 +63%
JWA
178
JFS Wealth Advisors
Pennsylvania
$2.28K +$351 +6 +20%
SC
179
Schubert & Co
Texas
$2.28K +$526 +9 +33%
EWA
180
EverSource Wealth Advisors
Alabama
$2.09K – – –
SWM
181
Spire Wealth Management
Virginia
$2.09K +$1.93K +33 New
BAM
182
Belpointe Asset Management
Nevada
$1.52K +$1.4K +24 New
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$1.33K +$175 +3 +17%
CFB
184
Cullen/Frost Bankers
Texas
$1.14K +$1.05K +18 New
SIC
185
SJS Investment Consulting
Ohio
$953 +$175 +3 +25%
GWS
186
Glassman Wealth Services
Virginia
$951 +$876 +15 New
AF
187
Advisornet Financial
Minnesota
$761 – – –
DI
188
Disciplined Investments
Oklahoma
$761 +$351 +6 +100%
ECM
189
Everence Capital Management
Indiana
$455 – – –
FGAM
190
Financial Gravity Asset Management
Texas
$437 +$33.3K +570 New
AF
191
Allworth Financial
California
$191 +$175 +3 New
ECM
192
ExodusPoint Capital Management
New York
– -$1.4M -28,944 Closed
E
193
Ergoteles
New York
– -$729K -15,057 Closed
Wellington Management Group
194
Wellington Management Group
Massachusetts
– -$587K -12,117 Closed
I
195
InceptionR
California
– -$496K -10,248 Closed
VF
196
Virtu Financial
New York
– -$343K -7,083 Closed
HSBC Holdings
197
HSBC Holdings
United Kingdom
– -$318K -6,495 Closed
GTCM
198
Gyon Technologies Capital Management
New Jersey
– -$266K -5,490 Closed
SAM
199
Shell Asset Management
Netherlands
– -$170K -3,507 Closed
US Bancorp
200
US Bancorp
Minnesota
– -$62.1K -1,281 Closed
5 6 7
8
9

CRVL Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q1 2023, worth a combined $1.69B — up 45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CRVL positions and 18 closed out — a net gain of 10 holders — while 64 added to existing stakes and 74 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $18.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $8.18M.

  • 191 institutional investors held CorVel (CRVL) as of Q1 2023, up from 182 in Q4 2022.
  • Funds reported $1.69B of CorVel stock for Q1 2023, up 45% quarter-over-quarter.
  • 28 funds opened new CorVel positions in Q1 2023 and 18 closed out, a net change of +10 holders.
  • The largest CorVel buyer in Q1 2023 was Assenagon Asset Management, an estimated $18.6M added.
  • The largest CorVel seller in Q1 2023 was T. Rowe Price Associates, an estimated $8.18M sold.

Based on aggregated 13F filings for Q1 2023.