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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
EGI
76
EAM Global Investors
California
$2.18M -$311K -6,548 -12%
MAM
77
Martingale Asset Management
Massachusetts
$2.17M -$87K -1,831 -4%
Legal & General Group
78
Legal & General Group
United Kingdom
$2.06M -$51.4K -1,081 -2%
Millennium Management
79
Millennium Management
New York
$2.01M -$11.8M -247,718 -85%
CS
80
Credit Suisse
Switzerland
$1.91M -$62.8K -1,321 -3%
Teacher Retirement System of Texas
81
Teacher Retirement System of Texas
Texas
$1.9M +$294K +6,191 +18%
RC
82
Roundview Capital
New Jersey
$1.9M -$171K -3,600 -8%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$1.68M -$85.3K -1,794 -5%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$1.63M -$130K -2,739 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.6M +$1.17M +24,600 +256%
GCM
86
Graham Capital Management
Connecticut
$1.51M +$1.53M +32,192 New
MFA
87
Millington Financial Advisors
Illinois
$1.48M +$1.5M +31,570 New
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$1.46M -$1.64M -34,424 -53%
SDWMA
89
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.34M
GT
90
Glenmede Trust
Pennsylvania
$1.28M +$389K +8,174 +43%
EGM
91
Engineers Gate Manager
New York
$1.28M -$155K -3,255 -11%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$1.27M +$1.57K +33 +0.1%
MIM
93
MetLife Investment Management
New Jersey
$1.19M
Deutsche Bank
94
Deutsche Bank
Germany
$1.18M +$138K +2,900 +13%
AQR Capital Management
95
AQR Capital Management
Connecticut
$1.14M -$108K -2,269 -9%
Axa
96
Axa
France
$1.09M +$1.11M +23,300 New
AIG
97
American International Group
New York
$1.06M -$16.5K -347 -2%
Jennison Associates
98
Jennison Associates
New York
$1.03M -$26.5K -558 -2%
CWM
99
Chicago Wealth Management
Illinois
$1.03M
LPL Financial
100
LPL Financial
California
$1.01M