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245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$2.62M -$293K -5,428 -10%
Legal & General Group
77
Legal & General Group
United Kingdom
$2.6M +$20.3K +377 +0.8%
ACM
78
Argent Capital Management
Missouri
$2.58M -$389K -7,227 -13%
CCG
79
Chatham Capital Group
Georgia
$2.51M -$13.2K -245 -0.5%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$2.45M +$1.33M +24,682 +110%
RC
81
Roundview Capital
New Jersey
$2.38M
MAM
82
Martingale Asset Management
Massachusetts
$2.24M -$48.5K -900 -2%
CS
83
Credit Suisse
Switzerland
$2.24M -$187K -3,462 -7%
TSW
84
Thompson Siegel & Walmsley
Virginia
$2.24M +$2.33M +43,200 New
SEI Investments
85
SEI Investments
Pennsylvania
$2.22M -$1.43M -26,613 -38%
PAG
86
Private Advisor Group
New Jersey
$2.19M
Canada Life
87
Canada Life
Manitoba, Canada
$2.1M +$308K +5,721 +16%
Wells Fargo
88
Wells Fargo
California
$2.1M -$403K -7,482 -16%
BCC
89
Bridge City Capital
Oregon
$2.08M +$2.16M +40,065 New
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$2.02M -$592K -10,981 -22%
Calamos Advisors
91
Calamos Advisors
Illinois
$2.01M -$1.6M -29,684 -43%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$1.97M +$787K +14,606 +63%
Assenagon Asset Management
93
Assenagon Asset Management
Luxembourg
$1.82M -$2.84M -52,673 -60%
CIC
94
Chase Investment Counsel
Virginia
$1.68M +$1.75M +32,391 New
CSS
95
Cubist Systematic Strategies
Connecticut
$1.6M +$1.58M +29,407 +1,988%
MFA
96
Millington Financial Advisors
Illinois
$1.59M +$47.5K +882 +3%
KAS
97
Kestra Advisory Services
Texas
$1.56M +$1.62M +30,058 New
OQS
98
Occudo Quantitative Strategies
Florida
$1.55M -$175K -3,253 -10%
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.47M
Axa
100
Axa
France
$1.45M -$80.8K -1,500 -5%