275 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.

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4%
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 Market Value Shares Shares
Change
Shares
Change %
HFM
226
Harvest Fund Management
China
$47K 635 -992 -61%
C
227
Covestor
United Kingdom
$46K 619 -88 -12%
S
228
SignatureFD
Georgia
$45.7K 617 +18 +3%
VAG
229
VisionPoint Advisory Group
Texas
$40.3K 544 +150 +38%
CSWM
230
Cassady Schiller Wealth Management
Ohio
$37.1K 500
AA
231
Ancora Advisors
Ohio
$37.1K 500
TC
232
Trust Company
Kansas
$37.1K 500
Federated Hermes
233
Federated Hermes
Pennsylvania
$35.8K 483 -27 -5%
ME
234
McIlrath & Eck
Washington
$35K 473 +229 +94%
A
235
AlphaQuest
New York
$34.2K 462 +447 +2,980%
GFPC
236
Global Financial Private Client
Florida
$30.1K 406
SVCP
237
Silicon Valley Capital Partners
California
$21.7K 293
FHA
238
First Horizon Advisors
Tennessee
$21.4K 289 -11 -4%
AAP
239
Arax Advisory Partners
Colorado
$18.1K 244 +225 +1,184%
EWA
240
EverSource Wealth Advisors
Alabama
$16.7K 240 +19 +9%
QCG
241
Quadrant Capital Group
Ohio
$15.3K 206 +4 +2%
ATPW
242
Ashton Thomas Private Wealth
Arizona
$15K 203 +203 New
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$14.9K 203 +15 +8%
LC
244
Lindbrook Capital
California
$14K 189
Jones Financial Companies
245
Jones Financial Companies
Missouri
$13.3K 180 +180 New
SAM
246
Smartleaf Asset Management
Massachusetts
$11.2K 152 +152 New
Mitsubishi UFJ Asset Management
247
Mitsubishi UFJ Asset Management
Japan
$10.7K 144
GI
248
GAMMA Investing
California
$9.26K 125 +63 +102%
FFA
249
Farther Finance Advisors
California
$8.84K 120 +29 +32%
PS
250
Principal Securities
Iowa
$8.15K 110