232 hedge funds and large institutions have $2.36B invested in CBIZ in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
83
Closed
17
Calls
$709K
Puts
$224K
Net Calls
+$485K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
226
Bell Investment Advisors
California
$587
SIC
227
SJS Investment Consulting
Ohio
$373 +$107 +2 +40%
DI
228
Disciplined Investments
Oklahoma
$266 +$53 +1 +25%
AF
229
Advisornet Financial
Minnesota
$266 +$53 +1 +25%
VCM
230
Versant Capital Management
Arizona
$266 +$266 +5 New
TWP
231
TFO Wealth Partners
Ohio
$53
GI
232
Gradient Investments
Minnesota
$53 +$53 +1 New
SFI
233
Susquehanna Fundamental Investments
Pennsylvania
-$1.44M -29,026 Closed
Stifel Financial
234
Stifel Financial
Missouri
-$895K -18,089 Closed
I
235
InceptionR
California
-$603K -12,178 Closed
TI
236
Trexquant Investment
Connecticut
-$602K -12,163 Closed
Canada Pension Plan Investment Board
237
Canada Pension Plan Investment Board
Ontario, Canada
-$554K -11,200 Closed
EGM
238
Engineers Gate Manager
New York
-$452K -9,124 Closed
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
-$364K -7,352 Closed
SG Americas Securities
240
SG Americas Securities
New York
-$319K -6,441 Closed
SMH
241
Sanders Morris Harris
Texas
-$218K -4,400 Closed
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
-$218K -4,400 Closed
SFM
243
Systematic Financial Management
New Jersey
-$143K -2,898 Closed
ACM
244
Aquatic Capital Management
Illinois
-$59K -1,200 Closed
TWA
245
TCI Wealth Advisors
Arizona
-$18K -364 Closed
BAM
246
Belpointe Asset Management
Nevada
-$7.03K -142 Closed
ASN
247
Advisory Services Network
Georgia
-$4.95K -100 Closed
BTI
248
Blue Trust Inc
Georgia
-$4K -95 Closed
SC
249
Schubert & Co
Texas
-$891 -18 Closed