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CorVel

197 hedge funds and large institutions have $2.27B invested in CorVel in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $1.77B → $2.27B (+$504M)

3.67% more ownership

Funds ownership: 157.64%161.31% (+3.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 201197 (-4)

29% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 85

Holders
197
Holders Change
-4
Holders Change %
-1.99%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
60
Reduced
85
Closed
20
Calls
$865K
Puts
Net Calls
+$865K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bell Investment Advisors
California
$3.71K +$1.28K +18 +67%
ME
177
McIlrath & Eck
Washington
$3.71K +$3.19K +45 New
GI
178
GAMMA Investing
California
$3.53K +$3.19K +45 New
S
179
SignatureFD
Georgia
$3.46K +$213 +3 +8%
CI Investments Inc
180
CI Investments Inc
Ontario, Canada
$3K
WIA
181
Wetzel Investment Advisors
Indiana
$3K +$2.34K +33 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$2.97K
IUHSA
183
Itau Unibanco Holding S.A.
Brazil
$2.47K -$638 -9 -23%
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$1.73K
SIC
185
SJS Investment Consulting
Ohio
$1.24K
DPW
186
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$1.06K +15 New
GWS
187
Glassman Wealth Services
Virginia
$1.24K
FGAM
188
Financial Gravity Asset Management
Texas
$1K +$425 +6 +100%
AW
189
Avion Wealth
Texas
$1K -$638 -9 -50%
BTI
190
Blue Trust Inc
Georgia
$1K +$638 +9 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$989 -$5.32K -75 -86%
AF
192
Advisornet Financial
Minnesota
$989
AF
193
Allworth Financial
California
$989
EWA
194
EverSource Wealth Advisors
Alabama
$989
AWM
195
Abound Wealth Management
Tennessee
$495
PA
196
Pineridge Advisors
Missouri
$494 +$425 +6 New
SG Americas Securities
197
SG Americas Securities
New York
-$853K -13,008 Closed
SIA
198
SkyView Investment Advisors
New Jersey
-$745K -11,367 Closed
WB
199
WesBanco Bank
West Virginia
-$598K -9,120 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$590K -9,000 Closed