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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
Arrowstreet Capital
301
Arrowstreet Capital
Massachusetts
-$576K -8,565 Closed
SSA
302
Schonfeld Strategic Advisors
New York
-$545K -8,105 Closed
MWM
303
Moran Wealth Management
Florida
-$521K -7,745 Closed
YIH
304
Y-Intercept (HK)
Hong Kong
-$511K -7,587 Closed
PD
305
Point72 (DIFC)
United Arab Emirates
-$441K -6,551 Closed
FC
306
FORA Capital
Florida
-$421K -6,258 Closed
SEC
307
Seven Eight Capital
New York
-$406K -6,037 Closed
Lazard Asset Management
308
Lazard Asset Management
New York
-$378K -5,634 Closed
CAM
309
Cresset Asset Management
Illinois
-$366K -5,436 Closed
SPA
310
Sherbrooke Park Advisers
New York
-$322K -4,787 Closed
JF
311
Jump Financial
Illinois
-$270K -4,012 Closed
A
312
AlphaQuest
New York
-$252K -3,746 Closed
NC
313
nVerses Capital
Florida
-$222K -3,300 Closed
QL
314
Quarry LP
New York
-$73.6K -1,094 Closed
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
-$72K -1,071 Closed
C
316
Covestor
United Kingdom
-$27.9K -373 -99%
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
-$7.47K -111 Closed
FFA
318
Frazier Financial Advisors
Ohio
-$3.16K -47 Closed
CPA
319
Capital Performance Advisors
California
-$2.83K -42 Closed
BTI
320
Blue Trust Inc
Georgia
-$2.96K -40 Closed
RTC
321
Riverview Trust Company
Washington
-$740 -11 Closed
TWC
322
TD Waterhouse Canada
Ontario, Canada
-$735 -11 Closed
Simplex Trading
323
Simplex Trading
Illinois
-$673 -9 Closed
BF
324
BOK Financial
Oklahoma
-$325 -5 Closed
CA
325
Claris Advisors
Missouri
-$202 -3 Closed