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160 hedge funds and large institutions have $1.51B invested in CBIZ in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 88.71%88.34% (-0.37%)

3% less capital invested

Capital invested by funds: $1.55B → $1.51B (-$38.7M)

5% less funds holding

Funds holding: 168160 (-8)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
53
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
51
Rice Hall James & Associates
California
$2.54M -$79.6K -2,447 -3%
First Trust Advisors
52
First Trust Advisors
Illinois
$2.44M -$257K -7,905 -10%
AllianceBernstein
53
AllianceBernstein
Tennessee
$2.37M
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$2.26M +$51.4K +1,579 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.14M -$87.3K -2,683 -4%
Lazard Asset Management
56
Lazard Asset Management
New York
$2.07M -$1.13M -34,767 -35%
UBS Group
57
UBS Group
Switzerland
$2M +$54.3K +1,667 +3%
Citadel Advisors
58
Citadel Advisors
Florida
$1.97M +$1.69M +51,817 +564%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$1.88M -$1.58M -48,489 -45%
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$1.86M
ECM
61
ExodusPoint Capital Management
New York
$1.85M -$414K -12,714 -18%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.76M +$78.1K +2,400 +5%
UBS AM
63
UBS AM
Illinois
$1.75M -$71.1K -2,186 -4%
MAM
64
Martingale Asset Management
Massachusetts
$1.73M +$1.01M +31,100 +139%
SIA
65
SkyView Investment Advisors
New Jersey
$1.57M
PAG
66
Private Advisor Group
New Jersey
$1.47M -$20.2K -620 -1%
GCP
67
GSA Capital Partners
United Kingdom
$1.45M +$1.46M +44,961 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.36M -$54K -1,660 -4%
Legal & General Group
69
Legal & General Group
United Kingdom
$1.33M +$316K +9,724 +31%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.24M -$644K -19,797 -34%
LIC
71
Laurus Investment Counsel
Canada
$1.16M +$218K +6,710 +31%
Barclays
72
Barclays
United Kingdom
$1.16M +$716K +22,015 +159%
CS
73
Credit Suisse
Switzerland
$1.11M +$162K +4,992 +17%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.07M -$42.8K -1,314 -4%
SDWMA
75
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M