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276 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,843% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $7K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 269276 (+7)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

0.77% more ownership

Funds ownership: 90.35%91.12% (+0.77%)

5% less capital invested

Capital invested by funds: $3.55B → $3.38B (-$163M)

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$55.9K
HFM
227
Harvest Fund Management
China
$47K -$75K -992 -61%
C
228
Covestor
United Kingdom
$46K -$6.65K -88 -12%
S
229
SignatureFD
Georgia
$45.7K +$1.36K +18 +3%
VAG
230
VisionPoint Advisory Group
Texas
$40.3K +$11.3K +150 +38%
AA
231
Ancora Advisors
Ohio
$37K
CSWM
232
Cassady Schiller Wealth Management
Ohio
$37K
TC
233
Trust Company
Kansas
$37K
Federated Hermes
234
Federated Hermes
Pennsylvania
$35.8K -$2.04K -27 -5%
ME
235
McIlrath & Eck
Washington
$35K +$17.3K +229 +94%
A
236
AlphaQuest
New York
$34.2K +$33.8K +447 +2,980%
GFPC
237
Global Financial Private Client
Florida
$30.1K
SVCP
238
Silicon Valley Capital Partners
California
$21.7K
FHA
239
First Horizon Advisors
Tennessee
$21.4K -$831 -11 -4%
AAP
240
Arax Advisory Partners
Colorado
$18.1K +$17K +225 +1,184%
EWA
241
EverSource Wealth Advisors
Alabama
$16.7K +$1.44K +19 +9%
QCG
242
Quadrant Capital Group
Ohio
$15.3K +$302 +4 +2%
ATPW
243
Ashton Thomas Private Wealth
Arizona
$15K +$15.3K +203 New
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$14.9K +$1.13K +15 +8%
LC
245
Lindbrook Capital
California
$14K
Jones Financial Companies
246
Jones Financial Companies
Missouri
$13.3K +$13.6K +180 New
SAM
247
Smartleaf Asset Management
Massachusetts
$11.2K +$11.5K +152 New
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$10.7K
GI
249
GAMMA Investing
California
$9.26K +$4.76K +63 +102%
FFA
250
Farther Finance Advisors
California
$8.84K +$2.19K +29 +32%