We are live on ! Find out more

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
JWA
251
JFS Wealth Advisors
Pennsylvania
$752 -$56 -1 -8%
BIA
252
Bell Investment Advisors
California
$689
SIC
253
SJS Investment Consulting
Ohio
$501
AF
254
Advisornet Financial
Minnesota
$501 +$113 +2 +33%
VCM
255
Versant Capital Management
Arizona
$313
DPW
256
DiNuzzo Private Wealth
Pennsylvania
$313 +$282 +5 New
BF
257
BOK Financial
Oklahoma
$312
GRP
258
Global Retirement Partners
California
$188
GI
259
Gradient Investments
Minnesota
$63
TWP
260
TFO Wealth Partners
Ohio
$63
CSS
261
Cubist Systematic Strategies
Connecticut
-$1.6M -30,886 Closed
EP
262
Edgestream Partners
New Jersey
-$734K -14,136 Closed
Renaissance Technologies
263
Renaissance Technologies
New York
-$733K -14,126 Closed
Tudor Investment Corp
264
Tudor Investment Corp
Connecticut
-$646K -12,454 Closed
DT
265
Diversified Trust
Tennessee
-$513K -9,881 Closed
EGM
266
Engineers Gate Manager
New York
-$419K -8,082 Closed
YIH
267
Y-Intercept (HK)
Hong Kong
-$406K -7,820 Closed
QT
268
Quantbot Technologies
New York
-$404K -7,782 Closed
Capstone Investment Advisors
269
Capstone Investment Advisors
New York
-$399K -7,693 Closed
I
270
InceptionR
California
-$285K -5,483 Closed
HSBC Holdings
271
HSBC Holdings
United Kingdom
-$268K -5,176 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
272
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$242K -4,672 Closed
ECM
273
ExodusPoint Capital Management
New York
-$241K -4,648 Closed
HF
274
HRT Financial
New York
-$239K -4,614 Closed
KeyBank National Association
275
KeyBank National Association
Ohio
-$202K -3,888 Closed