CBIZ
227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.
708% more call options, than puts
Call options by funds: $638K | Put options by funds: $79K
15% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 73
14% more capital invested
Capital invested by funds: $1.93B → $2.21B (+$279M)
0.63% more ownership
Funds ownership: 87.97% → 88.6% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less funds holding
Funds holding: 228 → 227 (-1)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
Top Buyers
Top Sellers
CBZ Hedge Fund Activity: Q1 2023 in Review
227 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2023, worth a combined $2.21B — up 14% from $1.93B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of CBZ and 22 opened new positions — a net loss of 1 holder — while 73 trimmed existing stakes and 84 added.
The largest buyer was GW&K Investment Management, adding an estimated $29.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $13.7M.
- 227 institutional investors held CBIZ (CBZ) as of Q1 2023, down from 228 in Q4 2022.
- Funds reported $2.21B of CBIZ stock for Q1 2023, up 14% quarter-over-quarter.
- 22 funds opened new CBIZ positions in Q1 2023 and 23 closed out, a net change of -1 holder.
- The largest CBIZ buyer in Q1 2023 was GW&K Investment Management, an estimated $29.2M added.
- The largest CBIZ seller in Q1 2023 was Dimensional Fund Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2023.