259 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
226
VisionPoint Advisory Group
Texas
$15.1K +$15.1K +242 New
SWS
227
SYSTM Wealth Solutions
Illinois
$13.6K +$13.6K +217 New
QCG
228
Quadrant Capital Group
Ohio
$12.7K +$125 +2 +1%
EWA
229
EverSource Wealth Advisors
Alabama
$12.5K +$626 +10 +5%
LC
230
Lindbrook Capital
California
$11.8K -$751 -12 -6%
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$11.6K +$11.6K +188 New
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$8.77K
WTG
233
West Tower Group
Virginia
$8.39K +$8.39K +134 New
PPC
234
Park Place Capital
Alabama
$7.95K +$3.44K +55 +76%
PS
235
Principal Securities
Iowa
$6.89K +$6.89K +110 New
ASN
236
Advisory Services Network
Georgia
$6.26K +$6.26K +100 New
FFA
237
Farther Finance Advisors
California
$5.38K +$2.63K +42 +95%
CA
238
Crewe Advisors
Utah
$4.82K +$4.82K +77 New
Simplex Trading
239
Simplex Trading
Illinois
$4K -$11.4K -225 -74%
PA
240
Parallel Advisors
California
$3.82K -$2.38K -38 -38%
ME
241
McIlrath & Eck
Washington
$3.63K +$3.63K +58 New
GI
242
GAMMA Investing
California
$2.99K +$2.99K +47 New
MCM
243
Manchester Capital Management
Vermont
$2.88K -$2.25K -36 -44%
W
244
WealthCollab
Washington
$2.82K +$2.82K +45 New
NA
245
NewEdge Advisors
Louisiana
$1.63K
AAP
246
Arax Advisory Partners
Colorado
$1.44K +$313 +5 +28%
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$1.38K
CAL
248
Capital Advisors Ltd
Ohio
$1K
CFGS
249
Concourse Financial Group Securities
Alabama
$876
JWA
250
JFS Wealth Advisors
Pennsylvania
$752 -$63 -1 -8%