We are live on ! Find out more

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
BIA
276
Bell Investment Advisors
California
$901
AF
277
Allworth Financial
California
$764 -$2.39K -32 -78%
SIC
278
SJS Investment Consulting
Ohio
$737 +$75 +1 +13%
DPW
279
DiNuzzo Private Wealth
Pennsylvania
$491
SS
280
SBI Securities
Japan
$164 +$150 +2 New
PWM
281
Parkworth Wealth Management
California
$82 +$75 +1 New
Mawer Investment Management
282
Mawer Investment Management
Alberta, Canada
-$13.8M -205,628 Closed
EP
283
Edgestream Partners
New Jersey
-$7.12M -105,842 Closed
Millennium Management
284
Millennium Management
New York
-$5.38M -80,001 Closed
EGM
285
Engineers Gate Manager
New York
-$4.15M -61,662 Closed
CSS
286
Cubist Systematic Strategies
Connecticut
-$3.83M -56,853 Closed
TC
287
TwinBeech Capital
New York
-$3.57M -52,995 Closed
CCIA
288
Campbell & Co Investment Adviser
Maryland
-$3.15M -46,808 Closed
DFCM
289
Dark Forest Capital Management
Puerto Rico
-$3.01M -44,757 Closed
TSW
290
Thompson Siegel & Walmsley
Virginia
-$2.96M -43,912 Closed
QT
291
Quantbot Technologies
New York
-$2.61M -38,850 Closed
OQS
292
Occudo Quantitative Strategies
Florida
-$1.9M -28,211 Closed
American Century Companies
293
American Century Companies
Missouri
-$1.18M -17,557 Closed
DTL
294
Dynamic Technology Lab
Singapore
-$1.16M -17,231 Closed
SCM
295
Semanteon Capital Management
Massachusetts
-$1.14M -16,999 Closed
HF
296
HRT Financial
New York
-$891K -13,250 Closed
Point72 Asset Management
297
Point72 Asset Management
Connecticut
-$758K -11,267 Closed
FRM
298
Fox Run Management
Connecticut
-$741K -11,016 Closed
XT
299
XTX Topco
Cayman Islands
-$739K -10,979 Closed
BHCM
300
Brevan Howard Capital Management
Jersey
-$676K -10,053 Closed