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269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,708% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $149K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $2.99B → $3.55B (+$556M)

3% more funds holding

Funds holding: 260269 (+9)

5.53% less ownership

Funds ownership: 95.88%90.35% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 114

Holders
269
Holders Change
+9
Holders Change %
+3.46%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
114
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Trust Company
Kansas
$39.3K +$34.8K +500 New
GFPC
227
Global Financial Private Client
Florida
$31.6K
VAG
228
VisionPoint Advisory Group
Texas
$30.9K +$10.6K +152 +63%
FHA
229
First Horizon Advisors
Tennessee
$23.5K -$4.1K -59 -16%
SVCP
230
Silicon Valley Capital Partners
California
$23K
ME
231
McIlrath & Eck
Washington
$19.2K +$12.9K +186 +321%
SWS
232
SYSTM Wealth Solutions
Illinois
$18.8K +$1.6K +23 +11%
QCG
233
Quadrant Capital Group
Ohio
$15.9K -$70 -1 -0.5%
EWA
234
EverSource Wealth Advisors
Alabama
$15.7K +$1.53K +22 +11%
LC
235
Lindbrook Capital
California
$14.8K
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$14.5K
PA
237
Parallel Advisors
California
$13.1K +$7.37K +106 +174%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$11.3K
PS
239
Principal Securities
Iowa
$8.63K
PPC
240
Park Place Capital
Alabama
$8.16K -$1.6K -23 -18%
FFA
241
Farther Finance Advisors
California
$7.08K +$348 +5 +6%
QL
242
Quarry LP
New York
$6.2K -$11.3K -163 -67%
CA
243
Crewe Advisors
Utah
$6.04K
MG
244
Mather Group
Illinois
$5.63K +$6.26K +90 New
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$4.98K +$4.45K +64 New
GI
246
GAMMA Investing
California
$4.87K +$1.04K +15 +32%
CFD
247
Creative Financial Designs
Indiana
$4.32K +$3.82K +55 New
MCM
248
Manchester Capital Management
Vermont
$3.61K
W
249
WealthCollab
Washington
$3.53K
HCP
250
Hexagon Capital Partners
Arkansas
$3.3K +$2.92K +42 New