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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
RC
76
Roundview Capital
New Jersey
$2.27M +$259K +5,376 +13%
EI
77
EAM Investors
California
$2.25M -$758K -15,735 -26%
PAG
78
Private Advisor Group
New Jersey
$2.09M
Calamos Advisors
79
Calamos Advisors
Illinois
$2.07M -$712K -14,789 -26%
CS
80
Credit Suisse
Switzerland
$2.07M +$46.7K +970 +2%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$1.91M +$1.48M +30,636 +388%
Wells Fargo
82
Wells Fargo
California
$1.87M -$512K -10,633 -22%
Grantham, Mayo, Van Otterloo & Co (GMO)
83
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.7M +$9.63K +200 +0.6%
Deutsche Bank
84
Deutsche Bank
Germany
$1.69M +$437K +9,069 +36%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$1.66M +$313K +6,495 +24%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.65M -$69.4K -1,441 -4%
MFA
87
Millington Financial Advisors
Illinois
$1.5M -$64.8K -1,346 -4%
Axa
88
Axa
France
$1.46M +$294K +6,100 +26%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$1.45M +$776K +16,109 +122%
Aviva
90
Aviva
United Kingdom
$1.45M +$411K +8,534 +41%
SFI
91
Susquehanna Fundamental Investments
Pennsylvania
$1.44M -$329K -6,833 -19%
SDWMA
92
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.42M
GT
93
Glenmede Trust
Pennsylvania
$1.36M +$9.39K +195 +0.7%
MIM
94
MetLife Investment Management
New Jersey
$1.26M
SSA
95
Schonfeld Strategic Advisors
New York
$1.23M +$687K +14,262 +135%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.2M +$168K +3,492 +17%
Barclays
97
Barclays
United Kingdom
$1.18M +$533K +11,059 +86%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$1.15M +$107K +2,213 +11%
AIG
99
American International Group
New York
$1.13M +$7.9K +164 +0.7%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$1.09M +$57K +1,183 +6%