We are live on ! Find out more

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
AWM
251
Avior Wealth Management
Nebraska
$3.22K +$2.85K +41 New
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$2.43K +$626 +9 +41%
NA
253
NewEdge Advisors
Louisiana
$2.04K
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$1.65K +$1.46K +21 New
AAP
255
Arax Advisory Partners
Colorado
$1.49K -$278 -4 -17%
A
256
AlphaQuest
New York
$1.18K -$570K -8,204 -100%
CFGS
257
Concourse Financial Group Securities
Alabama
$1.1K
CAL
258
Capital Advisors Ltd
Ohio
$1K
JWA
259
JFS Wealth Advisors
Pennsylvania
$942
BIA
260
Bell Investment Advisors
California
$864
SIC
261
SJS Investment Consulting
Ohio
$628
RAM
262
Riggs Asset Management
Pennsylvania
$471 +$417 +6 New
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$393
VCM
264
Versant Capital Management
Arizona
$393
RIL
265
Rothschild Investment LLC
Illinois
$393 +$348 +5 New
BF
266
BOK Financial
Oklahoma
$389
GRP
267
Global Retirement Partners
California
$236
AF
268
Allworth Financial
California
$236 +$209 +3 New
TWP
269
TFO Wealth Partners
Ohio
$79
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
-$5.17M -74,419 Closed
AIMCA
271
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$4.18M -66,797 Closed
Voloridge Investment Management
272
Voloridge Investment Management
Florida
-$2.9M -46,392 Closed
Millennium Management
273
Millennium Management
New York
-$1.7M -27,098 Closed
OQS
274
Occudo Quantitative Strategies
Florida
-$1.53M -24,515 Closed
OMC
275
Old Mission Capital
Illinois
-$1.49M -23,780 Closed