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245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$25.7M +$627K +11,634 +2%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$24.4M +$18.5M +342,690 +269%
Goldman Sachs
28
Goldman Sachs
New York
$23.5M +$5.1M +94,600 +26%
ACH
29
ArrowMark Colorado Holdings
Colorado
$23.1M +$4.03M +74,854 +20%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$22.7M -$1.96M -36,303 -8%
Bank of America
31
Bank of America
North Carolina
$19.9M +$1.55M +28,681 +8%
Norges Bank
32
Norges Bank
Norway
$19.1M -$1.5M -27,827 -7%
Bessemer Group
33
Bessemer Group
New Jersey
$16.6M +$780K +14,478 +5%
N
34
Nuveen
North Carolina
$13.7M -$8.02M -148,736 -36%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$13.4M +$13.9M +257,560 New
JP Morgan Chase
36
JP Morgan Chase
New York
$12.5M -$416K -7,710 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$11.2M -$578K -10,729 -5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$11M +$110K +2,050 +1%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$9.7M +$4.88M +90,600 +94%
Invesco
40
Invesco
Georgia
$8.74M -$797K -14,780 -8%
First Manhattan
41
First Manhattan
New York
$7.9M -$189K -3,500 -2%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$6.99M -$3.06M -56,832 -30%
Boston Partners
43
Boston Partners
Massachusetts
$6.98M -$1.1M -20,386 -13%
SBH
44
Segall Bryant & Hamill
Illinois
$6.58M -$43.5K -807 -0.6%
Deutsche Bank
45
Deutsche Bank
Germany
$6.51M +$2.37M +43,897 +54%
GLA
46
Great Lakes Advisors
Illinois
$6.1M -$334K -6,203 -5%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.82M -$701 -13 -0%
SO
48
STRS Ohio
Ohio
$5.54M -$781K -14,500 -12%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.47M
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.14M +$21.6K +400 +0.4%