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187 hedge funds and large institutions have $1.86B invested in CBIZ in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more funds holding

Funds holding: 173187 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 90.47%89.06% (-1.4%)

6% less capital invested

Capital invested by funds: $1.98B → $1.86B (-$118M)

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
52
Reduced
79
Closed
11
Calls
$208K
Puts
Net Calls
+$208K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BEW
76
Burton Enright Welch
California
$1.66M +$40 +1 +0%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$1.6M -$204K -5,048 -11%
EI
78
EAM Investors
California
$1.46M
CS
79
Credit Suisse
Switzerland
$1.41M -$108K -2,682 -7%
EGM
80
Engineers Gate Manager
New York
$1.36M +$1.37M +33,980 New
DTL
81
Dynamic Technology Lab
Singapore
$1.32M +$1.34M +33,110 New
Principal Financial Group
82
Principal Financial Group
Iowa
$1.3M +$165K +4,073 +14%
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M -$92.8K -2,296 -7%
Two Sigma Investments
84
Two Sigma Investments
New York
$1.17M -$93K -2,302 -7%
HF
85
HRT Financial
New York
$1.17M +$1.18M +29,322 New
Deutsche Bank
86
Deutsche Bank
Germany
$1.11M -$72.8K -1,802 -6%
Marshall Wace
87
Marshall Wace
United Kingdom
$1.09M +$864K +21,377 +361%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$1.08M -$70K -1,733 -6%
LIC
89
Laurus Investment Counsel
Canada
$1.04M -$537K -13,280 -34%
MIM
90
MetLife Investment Management
New Jersey
$1.01M -$36.6K -905 -3%
SO
91
STRS Ohio
Ohio
$1.01M -$64.6K -1,600 -6%
AQR Capital Management
92
AQR Capital Management
Connecticut
$1M -$26.4K -654 -3%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$993K
Wells Fargo
94
Wells Fargo
California
$986K -$2.21M -54,611 -69%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$962K +$607K +15,023 +166%
Jennison Associates
96
Jennison Associates
New York
$952K +$122K +3,016 +14%
AIG
97
American International Group
New York
$919K -$54K -1,336 -5%
LPL Financial
98
LPL Financial
California
$907K
CWM
99
Chicago Wealth Management
Illinois
$879K
SEI Investments
100
SEI Investments
Pennsylvania
$851K +$645K +15,956 +296%