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CorVel
CRVL

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: 197 → 209 (+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

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$15.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$10.3M
3
State Street
State Street
Massachusetts
+$2.72M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.33M
5
Norges Bank
Norges Bank
Norway
+$2.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.31M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.74M
5
Millennium Management
Millennium Management
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
201
DiNuzzo Private Wealth
Pennsylvania
$789 -$483 -6 -40%
AF
202
Allworth Financial
California
$789 -$241 -3 -25%
ECM
203
Everence Capital Management
Indiana
$628 – – –
AWM
204
Abound Wealth Management
Tennessee
$526 – – –
AWM
205
Avior Wealth Management
Nebraska
$525 +$483 +6 New
A
206
AlphaQuest
New York
$263 +$241 +3 New
RIL
207
Rothschild Investment LLC
Illinois
$263 +$241 +3 New
TFM
208
TFC Financial Management
Massachusetts
$263 +$241 +3 New
QC
209
Quadrature Capital
United Kingdom
– -$887K -10,764 Closed
CWP
210
Curated Wealth Partners
California
– -$687K -8,541 Closed
RA
211
Royce & Associates
New York
– -$538K -6,531 Closed
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
– -$493K -5,988 Closed
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
– -$329K -3,990 Closed
SW
214
SkyOak Wealth
Michigan
– -$325K -3,948 Closed
SPS
215
Susquehanna Portfolio Strategies
Pennsylvania
– -$300K -3,642 Closed
ACM
216
Aquatic Capital Management
Illinois
– -$49K -600 Closed
IUHSA
217
Itau Unibanco Holding S.A.
Brazil
– -$2.47K -30 Closed
GWS
218
Glassman Wealth Services
Virginia
– -$1.24K -15 Closed
AF
219
Advisornet Financial
Minnesota
– -$989 -12 Closed
FGAM
220
Financial Gravity Asset Management
Texas
– -$1K -12 Closed
AW
221
Avion Wealth
Texas
– -$1K -9 Closed
BTI
222
Blue Trust Inc
Georgia
– -$1K -9 Closed
PA
223
Pineridge Advisors
Missouri
– -$494 -6 Closed
5 6 7 8
9

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.