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228 hedge funds and large institutions have $1.93B invested in CBIZ in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 88.79%87.97% (-0.82%)

1% less capital invested

Capital invested by funds: $1.95B → $1.93B (-$23.2M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $397K | Put options by funds: $562K

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
69
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$4.17M -$345K -7,259 -8%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$4.16M -$1.62K -34 -0%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$3.92M +$1.26M +26,490 +46%
CM
54
Castleark Management
Illinois
$3.84M +$3.9M +82,030 New
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$3.65M -$1.06M -22,253 -22%
UBS AM
56
UBS AM
Illinois
$3.51M +$97.8K +2,058 +3%
LIC
57
Laurus Investment Counsel
Canada
$3.36M +$1.28M +26,840 +103%
RHJA
58
Rice Hall James & Associates
California
$3.34M -$1.54M -32,306 -31%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$3.33M +$809K +17,029 +31%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.18M +$146K +3,074 +5%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$3.16M +$3.21M +67,538 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$2.88M -$147K -3,100 -5%
EI
63
EAM Investors
California
$2.87M -$432K -9,081 -13%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.78M -$5.99K -126 -0.2%
WCAMG
65
Woodard & Company Asset Management Group
North Carolina
$2.7M
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$2.7M +$740K +15,576 +37%
Calamos Advisors
67
Calamos Advisors
Illinois
$2.65M +$263K +5,540 +11%
ACM
68
Argent Capital Management
Missouri
$2.61M +$60.6K +1,275 +2%
Lazard Asset Management
69
Lazard Asset Management
New York
$2.59M -$164K -3,454 -6%
UBS Group
70
UBS Group
Switzerland
$2.57M +$599K +12,612 +30%
CSS
71
Cubist Systematic Strategies
Connecticut
$2.54M -$4.54M -95,612 -64%
Wells Fargo
72
Wells Fargo
California
$2.27M +$690K +14,522 +43%
CCG
73
Chatham Capital Group
Georgia
$2.23M -$4.75K -100 -0.2%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$2.21M -$269K -5,670 -11%
BEW
75
Burton Enright Welch
California
$2.2M +$250K +5,262 +13%