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136 hedge funds and large institutions have $613M invested in CorVel in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $463M → $613M (+$150M)

3.45% more ownership

Funds ownership: 140.55%144% (+3.4%)

2% less funds holding

Funds holding: 139136 (-3)

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M +$3.27M +165,912 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$83.5M -$4.76M -241,827 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$76.6M -$602K -30,594 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54M -$643K -32,652 -1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$29M +$24.2M +1,228,662 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$26.3M +$54K +2,745 +0.2%
State Street
7
State Street
Massachusetts
$22M -$180K -9,168 -1%
BTW
8
Boston Trust Walden
Massachusetts
$20.5M +$1.45M +73,428 +9%
Norges Bank
9
Norges Bank
Norway
$19.3M -$472K -23,958 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.4M -$218K -11,064 -2%
Ameriprise
11
Ameriprise
Minnesota
$12.8M +$577K +29,322 +6%
Northern Trust
12
Northern Trust
Illinois
$10.6M -$47.2K -2,400 -0.5%
Wells Fargo
13
Wells Fargo
California
$7.97M +$1.42M +72,147 +27%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.58M -$65.7K -3,336 -1%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$6M +$2.7M +137,226 +117%
PM
16
Pembroke Management
Quebec, Canada
$5.13M +$4.28M +217,197 New
Principal Financial Group
17
Principal Financial Group
Iowa
$4.97M -$360K -18,300 -8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$4.71M -$4.2M -213,507 -52%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$4.61M
PAM
20
Panagora Asset Management
Massachusetts
$4.42M +$388K +19,713 +12%
WG
21
Winton Group
United Kingdom
$4.31M +$3.04M +154,233 +546%
Charles Schwab
22
Charles Schwab
California
$4.17M +$157K +7,959 +5%
Invesco
23
Invesco
Georgia
$4.12M -$13M -659,376 -79%
MAM
24
Martingale Asset Management
Massachusetts
$3.76M
UBS Group
25
UBS Group
Switzerland
$3.75M +$1.81M +92,115 +139%

CRVL Hedge Fund Activity: Q2 2020 in Review

136 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CorVel (CRVL) for Q2 2020, worth a combined $613M — up 32% from $463M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CRVL and 14 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 44 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $24.2M. The largest seller was Invesco, cutting an estimated $13M.

  • 136 institutional investors held CorVel (CRVL) as of Q2 2020, down from 139 in Q1 2020.
  • Funds reported $613M of CorVel stock for Q2 2020, up 32% quarter-over-quarter.
  • 14 funds opened new CorVel positions in Q2 2020 and 17 closed out, a net change of -3 holders.
  • The largest CorVel buyer in Q2 2020 was Kayne Anderson Rudnick Investment Management, an estimated $24.2M added.
  • The largest CorVel seller in Q2 2020 was Invesco, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2020.