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221 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, 76 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $737K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

6% more funds holding

Funds holding: 209221 (+12)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

0.54% less ownership

Funds ownership: 159.52%158.99% (-0.54%)

3% less capital invested

Capital invested by funds: $2.39B → $2.31B (-$76.6M)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
76
Reduced
76
Closed
17
Calls
$1.53M
Puts
$737K
Net Calls
+$789K
Net Calls Change
+$590K
Name Holding Trade Value Shares
Change
Change in
Stake
AS
201
Altshuler Shaham
Israel
$3.81K -$248 -3 -6%
UB
202
UMB Bank
Missouri
$3.31K +$2.23K +27 +225%
JWA
203
JFS Wealth Advisors
Pennsylvania
$3.05K
BIA
204
Bell Investment Advisors
California
$3.05K +$248 +3 +9%
WIA
205
Wetzel Investment Advisors
Indiana
$2.89K
IC
206
Innealta Capital
Texas
$2.8K +$2.73K +33 New
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$1.78K
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
$1.53K +$1.49K +18 New
SIC
209
SJS Investment Consulting
Ohio
$1.27K
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$1.27K +$1.24K +15 New
EWA
211
EverSource Wealth Advisors
Alabama
$1.23K
PFBT
212
Parkside Financial Bank & Trust
Missouri
$1.02K
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$248 +3 +33%
AF
214
Allworth Financial
California
$853
RIL
215
Rothschild Investment LLC
Illinois
$763 +$495 +6 +200%
GRP
216
Global Retirement Partners
California
$763 +$743 +9 New
ECM
217
Everence Capital Management
Indiana
$571
AWM
218
Abound Wealth Management
Tennessee
$509
TFM
219
TFC Financial Management
Massachusetts
$255
LFG
220
Larson Financial Group
Missouri
$254 +$248 +3 New
HIM
221
Hillsdale Investment Management
Ontario, Canada
-$3.55M -40,446 Closed
TPSF
222
Texas Permanent School Fund
Texas
-$2.09M -23,787 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

CRVL Hedge Fund Activity: Q2 2024 in Review

221 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q2 2024, worth a combined $2.31B — down 3.2% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CRVL positions and 17 closed out — a net gain of 13 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $8.46M. The largest seller was Morgan Stanley, cutting an estimated $9.09M.

  • 221 institutional investors held CorVel (CRVL) as of Q2 2024, up from 209 in Q1 2024.
  • Funds reported $2.31B of CorVel stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 30 funds opened new CorVel positions in Q2 2024 and 17 closed out, a net change of +13 holders.
  • The largest CorVel buyer in Q2 2024 was Assenagon Asset Management, an estimated $8.46M added.
  • The largest CorVel seller in Q2 2024 was Morgan Stanley, an estimated $9.09M sold.

Based on aggregated 13F filings for Q2 2024.