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282 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $802K | Put options by funds: $41K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $3.01B → $3.74B (+$725M)

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

1.88% more ownership

Funds ownership: 89.1%90.97% (+1.9%)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 286282 (-4)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
85
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
226
NBT Bank
New York
$61.4K
VAG
227
VisionPoint Advisory Group
Texas
$59.7K +$55K +735 New
SAM
228
Smartleaf Asset Management
Massachusetts
$52.6K +$20.6K +276 +75%
CWP
229
Clark Wealth Partners
Illinois
$48.3K +$44.1K +590 New
ME
230
McIlrath & Eck
Washington
$45.6K +$27.4K +367 +193%
AA
231
Ancora Advisors
Ohio
$40.9K
CSWM
232
Cassady Schiller Wealth Management
Ohio
$40.9K
TC
233
Trust Company
Kansas
$40.9K
NSIM
234
North Star Investment Management
Illinois
$38.5K +$35.1K +470 New
ACM
235
Aster Capital Management
United Arab Emirates
$35.7K -$221K -2,962 -87%
GFPC
236
Global Financial Private Client
Florida
$33.4K +$150 +2 +0.5%
CFGS
237
Concourse Financial Group Securities
Alabama
$28K +$18.3K +245 +288%
FHA
238
First Horizon Advisors
Tennessee
$27.2K +$3.89K +52 +19%
SVCP
239
Silicon Valley Capital Partners
California
$24K
EWA
240
EverSource Wealth Advisors
Alabama
$20K +$1.72K +23 +10%
AAP
241
Arax Advisory Partners
Colorado
$19.2K
MG
242
Mather Group
Illinois
$18.2K +$16.7K +223 New
QCG
243
Quadrant Capital Group
Ohio
$16.9K
JSAM
244
J. Safra Asset Management
New York
$16.7K +$4.26K +57 +39%
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$16.6K +$75 +1 +0.5%
CTC
246
Central Trust Company
Missouri
$16.1K +$14.7K +197 New
TH
247
TCTC Holdings
Texas
$15.8K +$14.4K +193 New
LC
248
Lindbrook Capital
California
$15.5K -$598 -8 -4%
Jones Financial Companies
249
Jones Financial Companies
Missouri
$14.7K
GI
250
GAMMA Investing
California
$14.3K +$5.61K +75 +75%