We are live on ! Find out more

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.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1.85% more ownership

Funds ownership: 155.78%157.64% (+1.9%)

1% more funds holding

Funds holding: 199201 (+2)

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$48.8M)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.19%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$8.46K
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$7.47K +$2.28K +33 +41%
SWM
178
Spire Wealth Management
Virginia
$7.08K
Bessemer Group
179
Bessemer Group
New Jersey
$6K -$103K -1,500 -94%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$5.7K
HNB
181
Huntington National Bank
Ohio
$4.52K
PA
182
Parallel Advisors
California
$4.13K
CFGS
183
Concourse Financial Group Securities
Alabama
$3.93K +$4.14K +60 New
CI Investments Inc
184
CI Investments Inc
Ontario, Canada
$3K +$207 +3 +8%
IUHSA
185
Itau Unibanco Holding S.A.
Brazil
$2.56K
S
186
SignatureFD
Georgia
$2.56K
JWA
187
JFS Wealth Advisors
Pennsylvania
$2.36K
SFG
188
Steward Financial Group
Texas
$2K +$2.28K +33 New
BIA
189
Bell Investment Advisors
California
$1.77K
CTC
190
Central Trust Company
Missouri
$1.77K +$1.86K +27 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$1.38K
AW
192
Avion Wealth
Texas
$1K +$621 +9 +100%
SIC
193
SJS Investment Consulting
Ohio
$984
GWS
194
Glassman Wealth Services
Virginia
$983
EWA
195
EverSource Wealth Advisors
Alabama
$787 -$1.45K -21 -64%
AF
196
Advisornet Financial
Minnesota
$787
AF
197
Allworth Financial
California
$787 +$621 +9 +300%
GRP
198
Global Retirement Partners
California
$589 +$621 +9 New
ECM
199
Everence Capital Management
Indiana
$470
FGAM
200
Financial Gravity Asset Management
Texas
$435 +$414 +6 New