The absence of institutional selling and the coordinated doubling by large passive managers suggests confidence in CRVL's valuation or fundamentals. Traders should monitor for follow-through buying and any upcoming earnings or guidance that may have triggered this cluster move.
Executive Summary
Three major passive institutions — Morgan Stanley, Wells Fargo, and Schwab — doubled their positions in CorVel Corp (CRVL) during Q4 2024, collectively increasing holdings by over 700,000 shares. Despite a slight decrease in total value due to share price movement, the coordinated accumulation signals strong institutional conviction in CRVL at current levels.
Key Financial Metrics
Institutional Positions
Net institutional flow: $122.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +181.5% | $43.7M | -$1.9M |
| Wells Fargo | DOUBLED | +169.3% | $49.8M | -$4.5M |
| Schwab | DOUBLED | +203.4% | $29.1M | $921.0K |
Key Facts
- Morgan Stanley increased shares by +181.5% (139.4K → 392.3K), now holding $43.7M in CRVL
- Wells Fargo increased shares by +169.3% (166.3K → 447.7K), now holding $49.8M in CRVL
- Schwab increased shares by +203.4% (86.2K → 261.6K), now holding $29.1M in CRVL
- No institutional selling observed in this quarter; all three tracked institutions added aggressively
- Total current holdings from these buyers: $122.6M, with net dollar change of -$5.5M due to price decline during accumulation
Financial Impact
Three mega-passive institutions collectively added $122.6M in new positions, accumulating 709.9K shares during Q4 2024 despite a falling stock price, indicating strong demand at lower levels.
Risk Factors
- All buyers are mega-passive institutions, which may rebalance based on index flows rather than fundamental conviction
- The net value change is negative (-$5.5M), suggesting the stock declined during the accumulation period
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CRVL-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | Insider Cluster | $69.24 $68.23 | ▼ −1.46% | ▼ −1.57% | — |
Aug 5, 2026 8w ago | Press Release | $62.57 $62.75 | ▲ +0.29% | ▼ −0.06% | — |
Jun 26, 2026 14w ago | DEFA14A | $61.65 $63.89 | ▲ +3.63% | ▲ +2.25% | — |
Jun 16, 2026 15w ago | Insider Cluster | $59.69 $59.69 | · 0.00% | ▲ +2.23% | — |
Jun 11, 2026 16w ago | Insider Cluster | $60.34 $58.53 | ▼ −3.01% | ▼ −3.68% | — |
Jun 11, 2026 16w ago | Insider Cluster | $60.34 $58.53 | ▼ −3.01% | ▼ −3.68% | — |
Jun 10, 2026 16w ago | Insider Cluster | $60.79 $58.14 | ▼ −4.36% | ▼ −4.79% | — |
Jun 2, 2026 17w ago | Press Release | $57.61 $61.11 | ▲ +6.08% | ▲ +9.04% | — |
Jun 1, 2026 17w ago | 8-K | $57.61 $61.11 | ▲ +6.08% | ▲ +9.04% | — |
Jun 1, 2026 17w ago | Press Release | $57.61 $61.11 | ▲ +6.08% | ▲ +9.04% | — |
US Market Status
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