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128 hedge funds and large institutions have $323M invested in CorVel in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

135.91% more ownership

Funds ownership: 0%135.91% (+136%)

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

4% more funds holding

Funds holding: 123128 (+5)

9% less capital invested

Capital invested by funds: $355M → $323M (-$32.2M)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
52
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$57.9M +$4.13M +361,200 +8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$36M +$6.93M +605,397 +26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.3M +$1.4M +122,376 +5%
BFA
4
BlackRock Fund Advisors
California
$31.6M +$4.28M +374,325 +17%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.2M -$259K -22,641 -1%
BIT
6
BlackRock Institutional Trust
California
$11.7M +$79K +6,906 +0.7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$8.61M -$137K -12,000 -2%
State Street
8
State Street
Massachusetts
$8.3M +$848K +74,118 +12%
BTW
9
Boston Trust Walden
Massachusetts
$7.47M -$405K -35,385 -5%
Northern Trust
10
Northern Trust
Illinois
$5.36M +$76.1K +6,654 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.26M +$628K +54,879 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.05M +$237K +20,754 +5%
Norges Bank
13
Norges Bank
Norway
$4.97M -$3.31M -289,689 -42%
USAA
14
United Services Automobile Association
Texas
$4.86M +$564K +49,320 +14%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$4.13M +$3.88M +338,811 New
OAM
16
Oxford Asset Management
United Kingdom
$3M +$482K +42,093 +21%
Principal Financial Group
17
Principal Financial Group
Iowa
$2.78M +$66.2K +5,784 +3%
TCIM
18
TIAA CREF Investment Management
New York
$2.68M +$287K +25,113 +13%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.53M +$989K +86,415 +71%
Millennium Management
20
Millennium Management
New York
$2.4M +$361K +31,569 +19%
AA
21
Ancora Advisors
Ohio
$2.37M +$353K +30,855 +19%
SCA
22
Secor Capital Advisors
New York
$2.34M +$837K +73,107 +62%
Prudential Financial
23
Prudential Financial
New Jersey
$2.33M -$23.3K -2,040 -1%
Ameriprise
24
Ameriprise
Minnesota
$2.22M +$34.3K +3,000 +2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.17M +$1.19M +103,800 +140%

CRVL Hedge Fund Activity: Q4 2016 in Review

128 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q4 2016, worth a combined $323M — down 9.1% from $355M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CRVL positions and 14 closed out — a net gain of 6 holders — while 52 added to existing stakes and 28 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $6.93M. The largest seller was Fidelity Investments, cutting an estimated $21.5M.

  • 128 institutional investors held CorVel (CRVL) as of Q4 2016, up from 123 in Q3 2016.
  • Funds reported $323M of CorVel stock for Q4 2016, down 9.1% quarter-over-quarter.
  • 20 funds opened new CorVel positions in Q4 2016 and 14 closed out, a net change of +6 holders.
  • The largest CorVel buyer in Q4 2016 was Wellington Management Group, an estimated $6.93M added.
  • The largest CorVel seller in Q4 2016 was Fidelity Investments, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2016.