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201 hedge funds and large institutions have $1.77B invested in CorVel in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1.85% more ownership

Funds ownership: 155.78%157.64% (+1.9%)

1% more funds holding

Funds holding: 199201 (+2)

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$48.8M)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
71
Reduced
72
Closed
13
Calls
$767K
Puts
Net Calls
+$767K
Net Calls Change
+$516K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$386M +$2.53M +36,750 +0.6%
BlackRock
2
BlackRock
New York
$277M -$8.63M -125,061 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$223M -$10.1M -146,616 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$141M -$3.45M -50,049 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$117M -$1.76M -25,566 -1%
State Street
6
State Street
Massachusetts
$66.6M -$118K -1,716 -0.2%
BTW
7
Boston Trust Walden
Massachusetts
$54.7M +$3.71M +53,862 +7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$43.6M -$1.01M -14,643 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$41.4M +$1.43M +20,706 +3%
Wells Fargo
10
Wells Fargo
California
$33.9M +$8.19M +118,704 +30%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$29.7M +$25.3M +367,536 +426%
Morgan Stanley
12
Morgan Stanley
New York
$27.5M +$7.73M +112,131 +37%
Northern Trust
13
Northern Trust
Illinois
$21.6M -$4.14K -60 -0%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$18.5M -$52.6K -762 -0.3%
Norges Bank
15
Norges Bank
Norway
$15.4M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.4M -$689K -9,990 -4%
Invesco
17
Invesco
Georgia
$14.7M -$1.05M -15,222 -6%
Charles Schwab
18
Charles Schwab
California
$14M +$461K +6,690 +3%
RJA
19
Raymond James & Associates
Florida
$11.6M +$3.11M +45,090 +34%
Victory Capital Management
20
Victory Capital Management
Texas
$10.3M +$916K +13,284 +9%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.96M -$517K -7,494 -5%
N
22
Nuveen
North Carolina
$7.16M -$16.8K -243 -0.2%
AG
23
Algert Global
California
$6.65M +$62.1K +900 +0.9%
Prudential Financial
24
Prudential Financial
New Jersey
$6.5M -$1.2M -17,370 -15%
Ameriprise
25
Ameriprise
Minnesota
$6.36M -$629K -9,117 -9%