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CorVel
CRVL

Overview Fund Activity

222 hedge funds and large institutions have $2.31B invested in CorVel in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+13
Holders Change %
+6.22%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
77
Reduced
76
Closed
16
Calls
$1.53M
Puts
$737K
Net Calls
+$789K
Net Calls Change
+$590K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$29.5M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$490M
3
BlackRock
3
BlackRock
New York
$374M
4
UBS AM
4
UBS AM
Illinois
$7.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$62.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.5M
2
BTW
2
Boston Trust Walden
Massachusetts
$61.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$277M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$4K -$750 -9 -16%
AS
202
Altshuler Shaham
Israel
$3.81K -$254 -3 -6%
UB
203
UMB Bank
Missouri
$3.31K +$2.29K +27 +225%
JWA
204
JFS Wealth Advisors
Pennsylvania
$3.05K – – –
BIA
205
Bell Investment Advisors
California
$3.05K +$254 +3 +9%
WIA
206
Wetzel Investment Advisors
Indiana
$2.89K – – –
IC
207
Innealta Capital
Texas
$2.8K +$2.8K +33 New
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.78K – – –
IUHSA
209
Itau Unibanco Holding S.A.
Brazil
$1.53K +$1.53K +18 New
SIC
210
SJS Investment Consulting
Ohio
$1.27K – – –
Allspring Global Investments
211
Allspring Global Investments
North Carolina
$1.27K +$1.27K +15 New
EWA
212
EverSource Wealth Advisors
Alabama
$1.23K – – –
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1.02K – – –
DPW
214
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$254 +3 +33%
AF
215
Allworth Financial
California
$853 – – –
RIL
216
Rothschild Investment LLC
Illinois
$763 +$509 +6 +200%
GRP
217
Global Retirement Partners
California
$763 +$763 +9 New
ECM
218
Everence Capital Management
Indiana
$571 – – –
AWM
219
Abound Wealth Management
Tennessee
$509 – – –
TFM
220
TFC Financial Management
Massachusetts
$255 – – –
LFG
221
Larson Financial Group
Missouri
$254 +$254 +3 New
HIM
222
Hillsdale Investment Management
Ontario, Canada
– -$3.55M -40,446 Closed
AIG
223
American International Group
New York
– -$1.24M -14,157 Closed
Cerity Partners
224
Cerity Partners
New York
– -$611K -6,966 Closed
CSS
225
Cubist Systematic Strategies
Connecticut
– -$380K -4,335 Closed
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9
10