We are live on ! Find out more

173 hedge funds and large institutions have $1.98B invested in CBIZ in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $1.82B → $1.98B (+$165M)

2% more funds holding

Funds holding: 169173 (+4)

1.29% more ownership

Funds ownership: 89.18%90.47% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

57% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 88

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $818K

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
38
Reduced
88
Closed
16
Calls
$8K
Puts
$818K
Net Calls
-$810K
Net Calls Change
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.68M -$369K -9,434 -13%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2.56M -$219K -5,591 -8%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$2.44M -$2.91M -74,309 -56%
WCAMG
54
Woodard & Company Asset Management Group
North Carolina
$2.42M
UBS Group
55
UBS Group
Switzerland
$2.36M -$793K -20,260 -26%
RC
56
Roundview Capital
New Jersey
$2.32M -$35.2K -900 -2%
EGI
57
EAM Global Investors
California
$2.23M +$2.08M +53,068 New
PAG
58
Private Advisor Group
New Jersey
$2.2M +$666 +17 +0%
Skandinaviska Enskilda Banken (SEB)
59
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.18M -$1.69M -43,100 -45%
Lazard Asset Management
60
Lazard Asset Management
New York
$2.17M -$415K -10,606 -17%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2.16M +$447K +11,411 +28%
MAM
62
Martingale Asset Management
Massachusetts
$2.15M +$7.83K +200 +0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
63
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2M +$1.87M +47,784 New
CCG
64
Chatham Capital Group
Georgia
$1.93M +$1.8M +45,930 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1.89M -$368K -9,394 -17%
Legal & General Group
66
Legal & General Group
United Kingdom
$1.85M +$140K +3,571 +9%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.8M -$98.5K -2,516 -6%
BEW
68
Burton Enright Welch
California
$1.75M +$403K +10,283 +33%
First Trust Advisors
69
First Trust Advisors
Illinois
$1.72M -$187K -4,785 -10%
LIC
70
Laurus Investment Counsel
Canada
$1.65M
CS
71
Credit Suisse
Switzerland
$1.59M +$4.23K +108 +0.3%
Aviva
72
Aviva
United Kingdom
$1.56M +$1.45M +37,096 New
EI
73
EAM Investors
California
$1.53M +$1.43M +36,517 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.46M +$97.4K +2,487 +8%
SDWMA
75
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.33M -$56.2K -1,435 -4%