Codorus Valley Bancorp Inc (CVLY) Ownership

22.62 ↑0.20 (0.91%)

As of April 26, 2024, 9:55am EST.

Institutions
Mutual Funds

Institutional Ownership

FJ Capital Management LLC is the biggest individual institutional holder of Codorus Valley Bancorp Inc (CVLY), owning a total of 855 thousand shares. Combined, the top 28 institutional holders of CVLY own 61.91% of the company with a total of 6 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of CVLY by 43 thousand shares. 8 institutions bought 110,297 total additional shares and increased their ownership by an average of 5.03%. However 5 institutions sold 67,117 total shares and decreased their ownership by an average of 10.96%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Codorus Valley Bancorp increased by a net total of 43,180 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	5.791%	17.735%	558,397	84,115	2023-12-31
Vanguard Group Inc	5.414%	1.266%	522,027	6,524	2023-12-31
Dimensional Fund Advisors, Inc.	4.018%	0.678%	387,407	2,607	2023-12-31
Manufacturers Life Insurance Co	3.046%	-0.364%	293,707	-1,073	2023-12-31
Petiole USA ltd	2.157%	0.000%	207,962	0	2023-12-31
Geode Capital Management, LLC	1.965%	2.579%	189,475	4,764	2023-12-31
AllianceBernstein L.P.	1.812%	-1.350%	174,759	-2,391	2023-12-31
Bridgeway Capital Management, LLC	1.492%	2.793%	143,829	3,908	2023-12-31
State Street Corporation	1.283%	-16.515%	123,741	-24,478	2023-12-31
Renaissance Technologies Corp	0.896%	4.685%	86,405	3,867	2023-12-31
Banc Funds Co LLC	0.819%	-30.194%	79,011	-34,175	2023-12-31
Northern Trust Corp	0.787%	0.669%	75,892	504	2023-12-31
PL Capital Advisors, LLC	0.763%	-6.365%	73,552	-5,000	2023-12-31
BHZ Capital Management, LP.	0.614%	0.000%	59,238	0	2023-12-31
Empowered Funds, LLC	0.463%	9.873%	44,604	4,008	2023-12-31
American Century Companies Inc	0.440%	0.000%	42,404	0	2023-12-31
FCI Advisors	0.394%	0.000%	37,998	0	2023-12-31
Pinnacle Holdings, LLC	0.375%	0.000%	36,149	0	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FJ Capital Management LLC	8.868%	-6.818%	855,131	-62,569	2023-09-30
FMR Inc	8.924%	-0.033%	852,687	-280	2022-06-30
BlackRock Inc	5.791%	17.735%	558,397	84,115	2023-12-31
Vanguard Group Inc	5.414%	1.266%	522,027	6,524	2023-12-31
Fourthstone LLC	5.144%	30.317%	496,056	115,402	2023-09-30
Dimensional Fund Advisors, Inc.	4.018%	0.678%	387,407	2,607	2023-12-31
Manufacturers Life Insurance Co	3.046%	-0.364%	293,707	-1,073	2023-12-31
Petiole USA ltd	2.157%	0.000%	207,962	0	2023-12-31
Geode Capital Management, LLC	1.965%	2.579%	189,475	4,764	2023-12-31
AllianceBernstein L.P.	1.812%	-1.350%	174,759	-2,391	2023-12-31
Bridgeway Capital Management, LLC	1.492%	2.793%	143,829	3,908	2023-12-31
Credit Suisse First Boston (CSFB)	1.406%	0.000%	134,735	134,735	2022-09-30
Millennium Management LLC	1.401%	217.467%	134,657	92,241	2023-03-31
State Street Corporation	1.283%	-16.515%	123,741	-24,478	2023-12-31
Philadelphia Trust Co	1.170%	-1.153%	112,434	-1,312	2023-06-30
Employees Retirement System Of Texas	0.926%	0.000%	88,500	0	2022-06-30
Renaissance Technologies Corp	0.896%	4.685%	86,405	3,867	2023-12-31
Banc Funds Co LLC	0.819%	-30.194%	79,011	-34,175	2023-12-31
Northern Trust Corp	0.787%	0.669%	75,892	504	2023-12-31
PL Capital Advisors, LLC	0.763%	-6.365%	73,552	-5,000	2023-12-31
BOOTHBAY FUND MANAGEMENT, LLC	0.682%	0.242%	65,446	158	2023-09-30
BHZ Capital Management, LP.	0.614%	0.000%	59,238	0	2023-12-31
Susquehanna International Group, LLP	0.553%	83.454%	53,163	24,184	2023-03-31
Empowered Funds, LLC	0.463%	9.873%	44,604	4,008	2023-12-31
American Century Companies Inc	0.440%	0.000%	42,404	0	2023-12-31
FCI Advisors	0.394%	0.000%	37,998	0	2023-12-31
Pinnacle Holdings, LLC	0.375%	0.000%	36,149	0	2023-12-31
SALZHAUER MICHAEL	0.310%	0.000%	29,602	0	2022-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Codorus Valley Bancorp Inc (CVLY), owning a total of 343 thousand shares. Combined, the top 37 mutual fund holders of CVLY own 28.25% of the company with a total of 2.7 million shares.

In the latest ownership report on February 29th 2024, the top 37 fund holders increased their combined ownership of CVLY by 3 thousand shares. 2 funds bought 2,592 total additional shares and increased their ownership by an average of 4.08%. However 1 funds sold 38 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Codorus Valley Bancorp increased by a net total of 2,554 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.394%	0.000%	327,297	0	2024-02-29
iShares Russell 2000 ETF	2.381%	-0.017%	229,639	-38	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.385%	0.000%	133,541	0	2024-02-29
Avantis US Small Cap Value ETF	0.588%	0.000%	56,677	0	2024-02-29
EA Bridgeway Omni Small-Cap Value ETF	0.487%	0.213%	46,984	100	2024-02-29
Vanguard Russell 2000 ETF	0.351%	7.937%	33,889	2,492	2024-02-29
State St Russell Sm Cap® Indx SL Cl I	0.314%	0.000%	30,300	0	2024-02-29
Dimensional US Targeted Value ETF	0.306%	0.000%	29,513	0	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.567%	4.672%	342,815	15,300	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.394%	0.000%	327,297	0	2024-02-29
iShares Russell 2000 ETF	2.381%	-0.017%	229,639	-38	2024-02-29
JHancock Regional Bank A	1.538%	0.000%	148,324	0	2024-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.385%	0.000%	133,541	0	2024-02-29
Vanguard Extended Market Index Investor	1.355%	7.055%	130,187	8,579	2023-08-31
JH Financial Opportunities	1.036%	0.000%	99,915	0	2024-01-31
iShares Russell 2000 Value ETF	0.907%	0.126%	87,462	110	2024-02-01
Fidelity Small Cap Index	0.897%	0.715%	86,454	614	2023-12-31
Fidelity® Small Cap Index	0.895%	0.975%	85,840	829	2023-10-31
DFA US Small Cap Value I	0.846%	0.000%	81,561	0	2024-01-31
Avantis US Small Cap Value ETF	0.588%	0.000%	56,677	0	2024-02-29
Bridgeway Omni Small-Cap Value N	0.587%	0.000%	56,622	0	2023-12-31
Bridgeway Omni Small-Cap Value	0.587%	0.000%	56,622	0	2023-12-31
DFA US Targeted Value I	0.527%	0.000%	50,844	0	2024-01-31
Fidelity Extended Market Index	0.527%	1.398%	50,840	701	2024-01-31
EA Bridgeway Omni Small-Cap Value ETF	0.487%	0.213%	46,984	100	2024-02-29
Fidelity® Extended Market Index	0.489%	0.000%	46,939	0	2023-11-30
DFA US Small Cap I	0.451%	0.000%	43,459	0	2024-01-31
DFA US Micro Cap I	0.443%	0.000%	42,706	0	2024-01-31
Avantis® U.S. Small Cap Value ETF	0.441%	0.000%	42,388	0	2023-07-29
Manulife US Bank Equity Mother Fund	0.434%	5.556%	41,800	2,200	2023-07-20
Fidelity LowPriced Stock Commingled Pl	0.411%	-64.836%	39,266	-72,400	2022-08-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.395%	0.000%	37,971	0	2022-12-31
State St Russell Sm Cap® Indx NL Cl C	0.374%	1.695%	36,000	600	2023-09-30
Vanguard Russell 2000 ETF	0.351%	7.937%	33,889	2,492	2024-02-29
Fidelity® Low-Priced Stock K6	0.319%	-51.136%	30,483	-31,900	2022-08-31
State St Russell Sm Cap® Indx SL Cl I	0.314%	0.000%	30,300	0	2024-02-29
Dimensional US Targeted Value ETF	0.306%	0.000%	29,513	0	2024-02-29
NT R2000 Index Fund - NL	0.287%	0.000%	27,595	27,595	2023-06-30
NT R2000 Value Index Fund - NL	0.281%	-2.774%	26,993	-770	2023-09-30
Fidelity® Low-Priced Stock	0.270%	-91.426%	25,761	-274,681	2022-09-30
DFA US Core Equity 2 I	0.261%	0.000%	25,045	0	2023-05-31
BlackRock Extended Mkt Composite	0.249%	0.000%	23,881	0	2023-03-31
Bridgeway Ultra-Small Company Market	0.244%	-6.763%	23,437	-1,700	2023-03-31
BlackRock Extended Equity Market K	0.216%	-1.152%	20,689	-241	2023-03-31
iShares Micro-Cap ETF	0.207%	0.000%	19,872	0	2023-06-21