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245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$5.14K
PTC
227
Private Trust Company
Ohio
$4.41K
MCM
228
Manchester Capital Management
Vermont
$4.26K
PPC
229
Park Place Capital
Alabama
$3.74K
FFA
230
Farther Finance Advisors
California
$2.28K +$269 +5 +13%
NA
231
NewEdge Advisors
Louisiana
$1.35K
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$269 +5 +29%
CAL
233
Capital Advisors Ltd
Ohio
$1K
SFG
234
Steward Financial Group
Texas
$1K +$1.35K +25 New
AAP
235
Arax Advisory Partners
Colorado
$935
CFGS
236
Concourse Financial Group Securities
Alabama
$726 +$754 +14 New
JWA
237
JFS Wealth Advisors
Pennsylvania
$675 +$54 +1 +8%
BIA
238
Bell Investment Advisors
California
$571
SIC
239
SJS Investment Consulting
Ohio
$416 +$54 +1 +14%
AF
240
Advisornet Financial
Minnesota
$311 +$54 +1 +20%
VCM
241
Versant Capital Management
Arizona
$260
BF
242
BOK Financial
Oklahoma
$260 +$269 +5 New
GRP
243
Global Retirement Partners
California
$157 +$162 +3 New
TWP
244
TFO Wealth Partners
Ohio
$53
GI
245
Gradient Investments
Minnesota
$52
CM
246
Castleark Management
Illinois
-$4.83M -90,730 Closed
Aviva
247
Aviva
United Kingdom
-$1.44M -27,009 Closed
IMRF
248
Illinois Municipal Retirement Fund
Illinois
-$911K -17,096 Closed
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
-$862K -16,176 Closed
SIA
250
SkyView Investment Advisors
New Jersey
-$831K -15,598 Closed