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227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $638K | Put options by funds: $79K

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

14% more capital invested

Capital invested by funds: $1.93B → $2.21B (+$279M)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 228227 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$3.94M +$227K +4,711 +6%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$3.86M -$525K -10,898 -12%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$3.78M +$254K +5,273 +7%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$3.71M +$355K +7,368 +11%
LIC
55
Laurus Investment Counsel
Canada
$3.7M +$113K +2,340 +4%
First Trust Advisors
56
First Trust Advisors
Illinois
$3.7M -$684K -14,198 -16%
RHJA
57
Rice Hall James & Associates
California
$3.46M -$70.8K -1,469 -2%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$3.43M -$1.63M -33,924 -33%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$3.33M -$25K -518 -0.8%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$3.2M -$643K -13,357 -17%
AllianceBernstein
61
AllianceBernstein
Tennessee
$3.04M
UBS Group
62
UBS Group
Switzerland
$2.97M +$254K +5,269 +10%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.86M -$77.6K -1,610 -3%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$2.86M +$2.78M +57,745 New
WCAMG
65
Woodard & Company Asset Management Group
North Carolina
$2.85M
Millennium Management
66
Millennium Management
New York
$2.81M +$670K +13,902 +32%
ACM
67
Argent Capital Management
Missouri
$2.77M +$10.5K +219 +0.4%
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$2.71M +$684K +14,193 +35%
BEW
69
Burton Enright Welch
California
$2.61M +$286K +5,932 +13%
American Century Companies
70
American Century Companies
Missouri
$2.42M -$3.72M -77,252 -61%
CCG
71
Chatham Capital Group
Georgia
$2.4M +$44.4K +922 +2%
Legal & General Group
72
Legal & General Group
United Kingdom
$2.4M +$210K +4,367 +10%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$2.36M -$476K -9,878 -17%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$2.32M -$1.77M -36,845 -44%
MAM
75
Martingale Asset Management
Massachusetts
$2.29M