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260 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, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
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
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
226
Quarry LP
New York
$15.1K -$17.3K -307 -56%
VAG
227
VisionPoint Advisory Group
Texas
$15.1K +$13.7K +242 New
SWS
228
SYSTM Wealth Solutions
Illinois
$13.6K +$12.3K +217 New
QCG
229
Quadrant Capital Group
Ohio
$12.7K +$113 +2 +1%
EWA
230
EverSource Wealth Advisors
Alabama
$12.5K +$565 +10 +5%
LC
231
Lindbrook Capital
California
$11.8K -$678 -12 -6%
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$11.6K +$10.6K +188 New
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$8.77K
WTG
234
West Tower Group
Virginia
$8.39K +$7.57K +134 New
PPC
235
Park Place Capital
Alabama
$7.95K +$3.1K +55 +76%
PS
236
Principal Securities
Iowa
$6.88K +$6.21K +110 New
ASN
237
Advisory Services Network
Georgia
$6.26K +$5.65K +100 New
FFA
238
Farther Finance Advisors
California
$5.38K +$2.37K +42 +95%
CA
239
Crewe Advisors
Utah
$4.82K +$4.35K +77 New
Simplex Trading
240
Simplex Trading
Illinois
$4K -$12.7K -225 -74%
PA
241
Parallel Advisors
California
$3.82K -$2.15K -38 -38%
ME
242
McIlrath & Eck
Washington
$3.63K +$3.27K +58 New
GI
243
GAMMA Investing
California
$2.99K +$2.65K +47 New
MCM
244
Manchester Capital Management
Vermont
$2.88K -$2.03K -36 -44%
W
245
WealthCollab
Washington
$2.82K +$2.54K +45 New
NA
246
NewEdge Advisors
Louisiana
$1.63K
AAP
247
Arax Advisory Partners
Colorado
$1.44K +$282 +5 +28%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$1.38K
CAL
249
Capital Advisors Ltd
Ohio
$1K
CFGS
250
Concourse Financial Group Securities
Alabama
$876