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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.87M
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$2.84M -$313K -8,398 -10%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.71M -$21.7K -581 -0.8%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.61M +$18.3K +491 +0.7%
Two Sigma Investments
55
Two Sigma Investments
New York
$2.5M -$2.26M -60,734 -49%
Lazard Asset Management
56
Lazard Asset Management
New York
$2.44M -$62.1K -1,665 -3%
UBS AM
57
UBS AM
Illinois
$2.33M +$200K +5,363 +10%
Barclays
58
Barclays
United Kingdom
$2.33M +$883K +23,675 +66%
WCAMG
59
Woodard & Company Asset Management Group
North Carolina
$2.25M
RC
60
Roundview Capital
New Jersey
$2.19M +$2.09M +56,105 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2.13M +$2.03M +54,473 New
PAG
62
Private Advisor Group
New Jersey
$2.05M +$266K +7,125 +16%
MAM
63
Martingale Asset Management
Massachusetts
$2M -$89.5K -2,400 -4%
LIC
64
Laurus Investment Counsel
Canada
$1.97M +$411K +11,020 +39%
SIA
65
SkyView Investment Advisors
New Jersey
$1.9M
FCAG
66
First Capital Advisors Group
New Jersey
$1.9M +$1.81M +48,527 New
Millennium Management
67
Millennium Management
New York
$1.84M -$9.35M -250,793 -84%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.79M -$1.1M -29,480 -39%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$1.78M +$133K +3,567 +9%
Principal Financial Group
70
Principal Financial Group
Iowa
$1.67M +$1.59M +42,734 New
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$1.67M +$1.59M +42,673 New
Legal & General Group
72
Legal & General Group
United Kingdom
$1.59M -$18.3K -492 -1%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$1.57M +$72.7K +1,950 +5%
PAM
74
Panagora Asset Management
Massachusetts
$1.52M +$1.22M +32,604 +523%
CS
75
Credit Suisse
Switzerland
$1.48M +$133K +3,567 +10%