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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
SG Americas Securities
76
SG Americas Securities
New York
$1.38M +$142K +3,820 +12%
SDWMA
77
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.29M
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.26M -$32K -858 -3%
Deutsche Bank
79
Deutsche Bank
Germany
$1.26M +$23.3K +624 +2%
AQR Capital Management
80
AQR Capital Management
Connecticut
$1.24M +$7.53K +202 +0.6%
BEW
81
Burton Enright Welch
California
$1.23M +$1.17M +31,329 New
Two Sigma Advisers
82
Two Sigma Advisers
New York
$1.18M -$898K -24,100 -44%
SO
83
STRS Ohio
Ohio
$1.15M -$119K -3,200 -10%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$1.12M +$6.41K +172 +0.6%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$1.11M -$28.9K -776 -3%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$1.1M +$260K +6,972 +33%
SAM
87
Shell Asset Management
Netherlands
$1.08M -$96K -2,576 -9%
CWM
88
Chicago Wealth Management
Illinois
$1.06M
AIG
89
American International Group
New York
$1.02M -$49.9K -1,338 -5%
ZIM
90
Zacks Investment Management
Illinois
$993K -$22.7K -609 -2%
LPL Financial
91
LPL Financial
California
$964K
Citigroup
92
Citigroup
New York
$846K +$462K +12,405 +135%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$839K +$253K +6,787 +46%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$831K
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$830K +$262K +7,033 +50%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$793K +$3.02K +81 +0.4%
CAM
97
ClariVest Asset Management
California
$769K -$46K -1,235 -6%
ECM
98
ExodusPoint Capital Management
New York
$743K -$1.43M -38,286 -67%
Citadel Advisors
99
Citadel Advisors
Florida
$736K -$1.57M -42,182 -69%
PI
100
Putnam Investments
Massachusetts
$661K +$629K +16,882 New