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199 hedge funds and large institutions have $1.72B invested in CorVel in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

43% more call options, than puts

Call options by funds: $832K | Put options by funds: $581K

4% more funds holding

Funds holding: 191199 (+8)

2% more capital invested

Capital invested by funds: $1.69B → $1.72B (+$28.8M)

0.45% more ownership

Funds ownership: 155.33%155.78% (+0.45%)

32% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 81

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
55
Reduced
81
Closed
14
Calls
$832K
Puts
$581K
Net Calls
+$251K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$378M -$4.75M -70,977 -1%
BlackRock
2
BlackRock
New York
$280M -$4.04M -60,378 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$229M +$14.5M +216,999 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$142M +$1.76M +26,349 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$117M -$1.67M -24,981 -1%
State Street
6
State Street
Massachusetts
$65.7M -$139K -2,079 -0.2%
BTW
7
Boston Trust Walden
Massachusetts
$50.3M +$1.55M +23,217 +3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$43.9M -$1.74M -25,947 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$39.4M +$1.41M +21,030 +4%
Wells Fargo
10
Wells Fargo
California
$25.7M +$1.17M +17,490 +5%
Northern Trust
11
Northern Trust
Illinois
$21.2M +$190K +2,841 +0.9%
Morgan Stanley
12
Morgan Stanley
New York
$19.8M -$47.2K -705 -0.2%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$18.3M -$6.05M -90,378 -24%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.8M -$514K -7,677 -3%
Invesco
15
Invesco
Georgia
$15.5M -$4M -59,733 -20%
Norges Bank
16
Norges Bank
Norway
$15.2M +$580K +8,667 +4%
Charles Schwab
17
Charles Schwab
California
$13.4M +$161K +2,400 +1%
Principal Financial Group
18
Principal Financial Group
Iowa
$10.3M -$520K -7,773 -5%
Victory Capital Management
19
Victory Capital Management
Texas
$9.29M +$550K +8,214 +6%
RJA
20
Raymond James & Associates
Florida
$8.52M +$211K +3,159 +2%
Prudential Financial
21
Prudential Financial
New Jersey
$7.52M +$778K +11,625 +11%
N
22
Nuveen
North Carolina
$7.06M +$193K +2,880 +3%
GIM
23
Granahan Investment Management
Massachusetts
$6.93M -$315K -4,713 -4%
Ameriprise
24
Ameriprise
Minnesota
$6.85M -$617K -9,225 -8%
AG
25
Algert Global
California
$6.49M +$630K +9,414 +10%