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199 hedge funds and large institutions have $1.72B invested in CorVel in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

43% more call options, than puts

Call options by funds: $832K | Put options by funds: $581K

4% more funds holding

Funds holding: 191199 (+8)

2% more capital invested

Capital invested by funds: $1.69B → $1.72B (+$28.8M)

0.45% more ownership

Funds ownership: 155.33%155.78% (+0.45%)

32% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 81

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
55
Reduced
81
Closed
14
Calls
$832K
Puts
$581K
Net Calls
+$251K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Private Trust Company
Ohio
$12.8K
Lazard Asset Management
177
Lazard Asset Management
New York
$9K -$70.3K -1,050 -88%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$8.32K
SWM
179
Spire Wealth Management
Virginia
$6.97K +$5.02K +75 +227%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$5.61K
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$5.22K -$201 -3 -4%
HNB
182
Huntington National Bank
Ohio
$4.45K +$4.62K +69 New
PA
183
Parallel Advisors
California
$4.06K
CI Investments Inc
184
CI Investments Inc
Ontario, Canada
$3K +$2.61K +39 New
S
185
SignatureFD
Georgia
$2.52K
IUHSA
186
Itau Unibanco Holding S.A.
Brazil
$2.52K +$2.61K +39 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$2.32K
EWA
188
EverSource Wealth Advisors
Alabama
$2.13K
BIA
189
Bell Investment Advisors
California
$1.74K -$803 -12 -31%
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$1.35K
GWS
191
Glassman Wealth Services
Virginia
$968
SIC
192
SJS Investment Consulting
Ohio
$968
AF
193
Advisornet Financial
Minnesota
$774
DI
194
Disciplined Investments
Oklahoma
$774
AWM
195
Abound Wealth Management
Tennessee
$387 +$402 +6 New
AF
196
Allworth Financial
California
$194
Comerica Bank
197
Comerica Bank
Texas
$3 +$748K +11,178 New
SG Americas Securities
198
SG Americas Securities
New York
-$850K -13,404 Closed
GCM
199
Graham Capital Management
Connecticut
-$683K -10,773 Closed
Citadel Advisors
200
Citadel Advisors
Florida
-$621K -9,789 Closed