CRVL icon

CorVel
CRVL

Overview Fund Activity

201 hedge funds and large institutions have $1.77B invested in CorVel in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 13 closing their positions.

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
71
Reduced
72
Closed
13
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
+$516K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$29.7M
2
Wells Fargo
2
Wells Fargo
California
$33.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
BTW
4
Boston Trust Walden
Massachusetts
$54.7M
5
RJA
5
Raymond James & Associates
Florida
$11.6M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M
2
BlackRock
2
BlackRock
New York
$277M
3
Axa
3
Axa
France
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$141M
5
Man Group
5
Man Group
United Kingdom
$2.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$8.46K 43 – –
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$7.47K 38 +11 +41%
SWM
178
Spire Wealth Management
Virginia
$7.08K 36 – –
Bessemer Group
179
Bessemer Group
New Jersey
$6K 31 -500 -94%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$5.7K 29 – –
HNB
181
Huntington National Bank
Ohio
$4.52K 23 – –
PA
182
Parallel Advisors
California
$4.13K 21 – –
CFGS
183
Concourse Financial Group Securities
Alabama
$3.93K 20 +20 New
CI Investments Inc
184
CI Investments Inc
Ontario, Canada
$3K 14 +1 +8%
IUHSA
185
Itau Unibanco Holding S.A.
Brazil
$2.56K 13 – –
S
186
SignatureFD
Georgia
$2.56K 13 – –
JWA
187
JFS Wealth Advisors
Pennsylvania
$2.36K 12 – –
SFG
188
Steward Financial Group
Texas
$2K 11 +11 New
BIA
189
Bell Investment Advisors
California
$1.77K 9 – –
CTC
190
Central Trust Company
Missouri
$1.77K 9 +9 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$1.38K 7 – –
AW
192
Avion Wealth
Texas
$1K 6 +3 +100%
SIC
193
SJS Investment Consulting
Ohio
$984 5 – –
GWS
194
Glassman Wealth Services
Virginia
$983 5 – –
EWA
195
EverSource Wealth Advisors
Alabama
$787 4 -7 -64%
AF
196
Advisornet Financial
Minnesota
$787 4 – –
AF
197
Allworth Financial
California
$787 4 +3 +300%
GRP
198
Global Retirement Partners
California
$589 3 +3 New
ECM
199
Everence Capital Management
Indiana
$470 2,390 – –
FGAM
200
Financial Gravity Asset Management
Texas
$435 2 +2 New
5 6 7
8
9