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169 hedge funds and large institutions have $1.82B invested in CBIZ in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1.51B → $1.82B (+$310M)

6% more funds holding

Funds holding: 160169 (+9)

0.84% more ownership

Funds ownership: 88.34%89.18% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 67

51% less call options, than puts

Call options by funds: $160K | Put options by funds: $329K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
47
Reduced
67
Closed
17
Calls
$160K
Puts
$329K
Net Calls
-$169K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$11.7M +$3.69M +98,951 +49%
Goldman Sachs
27
Goldman Sachs
New York
$11.6M +$839K +22,516 +8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$10.4M -$1.19M -31,984 -11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$10.3M -$967K -25,934 -9%
GKIM
30
GW&K Investment Management
Massachusetts
$10.2M -$506K -13,560 -5%
N
31
Nuveen
North Carolina
$10.1M +$2.04M +54,812 +27%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$7.58M -$585K -15,679 -7%
JP Morgan Chase
33
JP Morgan Chase
New York
$7.17M +$1.02M +27,297 +18%
PPA
34
Parametric Portfolio Associates
Washington
$6.96M +$161K +4,326 +2%
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.88M +$690K +18,500 +12%
Boston Partners
36
Boston Partners
Massachusetts
$5.98M -$64K -1,717 -1%
NIG
37
NFJ Investment Group
Texas
$5.73M -$313K -8,389 -5%
Ameriprise
38
Ameriprise
Minnesota
$5.49M -$155K -4,146 -3%
Morgan Stanley
39
Morgan Stanley
New York
$5.19M -$4.99M -133,736 -50%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$5.18M -$136K -3,652 -3%
Invesco
41
Invesco
Georgia
$5.13M -$117K -3,135 -2%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$5M -$2.31K -62 -0%
RHJA
43
Rice Hall James & Associates
California
$4.36M +$1.22M +32,799 +42%
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.08M -$48.5K -1,300 -1%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$3.75M -$1.65M -44,310 -32%
Skandinaviska Enskilda Banken (SEB)
46
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.73M
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$3.63M +$4.06K +109 +0.1%
Wells Fargo
48
Wells Fargo
California
$3.29M -$105M -2,807,142 -97%
CCPM
49
Cooper Creek Partners Management
New York
$3.21M
UBS Group
50
UBS Group
Switzerland
$2.99M +$543K +14,559 +24%