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209 hedge funds and large institutions have $2.39B invested in CorVel in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

20% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.01M

6% more funds holding

Funds holding: 197209 (+12)

5% more capital invested

Capital invested by funds: $2.27B → $2.39B (+$114M)

1.78% less ownership

Funds ownership: 161.31%159.52% (-1.8%)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
70
Reduced
78
Closed
15
Calls
$1.21M
Puts
$1.01M
Net Calls
+$199K
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$501M -$324K -4,029 -0.1%
BlackRock
2
BlackRock
New York
$382M -$1.58M -19,632 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$293M -$4.31M -53,640 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$176M -$4.1M -51,000 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$151M -$3.74M -46,554 -3%
State Street
6
State Street
Massachusetts
$92.8M +$2.72M +33,849 +3%
BTW
7
Boston Trust Walden
Massachusetts
$73.3M -$483K -6,003 -0.7%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$71.7M +$15.5M +192,294 +31%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$60.4M +$2.33M +28,926 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$56.9M -$442K -5,502 -0.8%
Wells Fargo
11
Wells Fargo
California
$43.2M -$250K -3,108 -0.6%
Morgan Stanley
12
Morgan Stanley
New York
$39.1M -$45.1M -560,832 -56%
Northern Trust
13
Northern Trust
Illinois
$28.6M -$690K -8,586 -3%
Norges Bank
14
Norges Bank
Norway
$23.6M +$2.15M +26,790 +11%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$21.5M -$1.64M -20,430 -8%
Invesco
16
Invesco
Georgia
$21M +$1.82M +22,647 +10%
Charles Schwab
17
Charles Schwab
California
$20.7M +$1.28M +15,972 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$19M -$1.14M -14,124 -6%
RJA
19
Raymond James & Associates
Florida
$15.3M -$65.4K -813 -0.5%
Principal Financial Group
20
Principal Financial Group
Iowa
$12.8M -$297K -3,696 -2%
Victory Capital Management
21
Victory Capital Management
Texas
$12.4M -$1M -12,459 -8%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$12.4M +$10.3M +128,088 +998%
N
23
Nuveen
North Carolina
$9.65M -$302K -3,750 -3%
Prudential Financial
24
Prudential Financial
New Jersey
$8.79M +$487K +6,054 +6%
AG
25
Algert Global
California
$8.07M -$82K -1,020 -1%