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260 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$31.8M +$3.08M +54,573 +12%
Charles Schwab
27
Charles Schwab
California
$31.5M +$432K +7,649 +2%
CCMLC
28
Cardinal Capital Management LLC (Connecticut)
Connecticut
$30.2M -$13.5M -239,547 -33%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$28.7M +$1.11M +19,721 +5%
Bank of America
30
Bank of America
North Carolina
$26.5M +$2.31M +40,909 +11%
ACH
31
ArrowMark Colorado Holdings
Colorado
$22.6M -$4.73M -83,812 -19%
Norges Bank
32
Norges Bank
Norway
$19.9M -$2.84M -50,350 -14%
Bessemer Group
33
Bessemer Group
New Jersey
$19.3M -$643K -11,389 -4%
Public Employees Retirement Association of Colorado
34
Public Employees Retirement Association of Colorado
Colorado
$17.8M +$1.52M +26,898 +10%
N
35
Nuveen
North Carolina
$17.3M +$663K +11,749 +4%
Select Equity Group
36
Select Equity Group
New York
$16.6M +$15M +264,977 New
PIM
37
Paradice Investment Management
Colorado
$16.2M -$20.4M -361,945 -58%
JP Morgan Chase
38
JP Morgan Chase
New York
$13.9M -$1.1M -19,508 -8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$13.6M +$94.3K +1,670 +0.8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$12.5M -$779K -13,792 -6%
Invesco
41
Invesco
Georgia
$12.1M +$1.39M +24,646 +15%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$10.8M -$824K -14,590 -8%
Two Sigma Investments
43
Two Sigma Investments
New York
$10.1M +$5.97M +105,706 +189%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$10.1M +$5.75M +101,900 +172%
First Manhattan
45
First Manhattan
New York
$9.47M -$47.1K -835 -0.5%
SBH
46
Segall Bryant & Hamill
Illinois
$7.97M +$23.4K +415 +0.3%
Deutsche Bank
47
Deutsche Bank
Germany
$7.81M -$28.1K -498 -0.4%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.53M +$458K +8,104 +7%
UBS Group
49
UBS Group
Switzerland
$6.37M +$1.88M +33,285 +49%
RA
50
Royce & Associates
New York
$6.27M +$1.16M +20,515 +26%