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CBIZ
CBZ
CBZ
269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
2,708% more call options, than puts
Call options by funds: $4.18M | Put options by funds: $149K
38% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 26
19% more capital invested
Capital invested by funds: $2.99B → $3.55B (+$556M)
3% more funds holding
Funds holding: 260 → 269 (+9)
5.53% less ownership
Funds ownership: 95.88% → 90.35% (-5.5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
32% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 114
Holders
269
Holders Change
+9
Holders Change %
+3.46%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
114
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M
Top Buyers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$164M |
| 2 |
Select Equity Group
New York
|
+$69.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.6M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$36M |
| 5 |
Neuberger Berman Group
New York
|
+$26.9M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$275M |
| 2 |
PCP
P2 Capital Partners
New York
|
-$76.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$37.7M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$27.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.9M |
