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209 hedge funds and large institutions have $2.39B invested in CorVel in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

20% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.01M

6% more funds holding

Funds holding: 197209 (+12)

5% more capital invested

Capital invested by funds: $2.27B → $2.39B (+$114M)

1.78% less ownership

Funds ownership: 161.31%159.52% (-1.8%)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
70
Reduced
78
Closed
15
Calls
$1.21M
Puts
$1.01M
Net Calls
+$199K
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
176
Federated Hermes
Pennsylvania
$35.8K -$15.9K -198 -33%
LFA
177
LGT Financial Advisors
Texas
$22.4K
US Bancorp
178
US Bancorp
Minnesota
$18.7K +$2.9K +36 +20%
ME
179
McIlrath & Eck
Washington
$18.7K +$13.5K +168 +373%
GI
180
GAMMA Investing
California
$12.9K +$8.2K +102 +227%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$11.8K -$2.17K -27 -17%
RA
182
Rise Advisors
New York
$11.3K +$10.4K +129 New
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$6.84K
PWMG
184
Private Wealth Management Group
New Jersey
$6.84K
PA
185
Parallel Advisors
California
$6.57K
S
186
SignatureFD
Georgia
$6.57K +$2.65K +33 +79%
HNB
187
Huntington National Bank
Ohio
$6.05K
Bessemer Group
188
Bessemer Group
New Jersey
$5K
CI Investments Inc
189
CI Investments Inc
Ontario, Canada
$5K +$1.21K +15 +36%
AS
190
Altshuler Shaham
Israel
$4.21K +$3.86K +48 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$3.16K
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.16K +$2.9K +36 New
BIA
193
Bell Investment Advisors
California
$2.89K -$965 -12 -27%
WIA
194
Wetzel Investment Advisors
Indiana
$2.53K
QL
195
Quarry LP
New York
$2.1K +$1.93K +24 New
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1.84K
SIC
197
SJS Investment Consulting
Ohio
$1.31K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$1.05K
UB
199
UMB Bank
Missouri
$1.05K +$965 +12 New
EWA
200
EverSource Wealth Advisors
Alabama
$955

CRVL Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q1 2024, worth a combined $2.39B — up 5% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CRVL positions and 15 closed out — a net gain of 12 holders — while 70 added to existing stakes and 78 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $45.1M.

  • 209 institutional investors held CorVel (CRVL) as of Q1 2024, up from 197 in Q4 2023.
  • Funds reported $2.39B of CorVel stock for Q1 2024, up 5% quarter-over-quarter.
  • 27 funds opened new CorVel positions in Q1 2024 and 15 closed out, a net change of +12 holders.
  • The largest CorVel buyer in Q1 2024 was Neuberger Berman Group, an estimated $15.5M added.
  • The largest CorVel seller in Q1 2024 was Morgan Stanley, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2024.