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260 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
76
Woodard & Company Asset Management Group
North Carolina
$3.61M
AllianceBernstein
77
AllianceBernstein
Tennessee
$3.49M -$116K -2,050 -4%
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$3.33M -$4.6M -81,438 -61%
Legal & General Group
79
Legal & General Group
United Kingdom
$3.15M +$13K +230 +0.5%
ACM
80
Argent Capital Management
Missouri
$3.13M +$24.1K +426 +0.9%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.99M -$149K -2,637 -5%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$2.9M +$1.62M +28,745 +163%
RC
83
Roundview Capital
New Jersey
$2.87M
CCG
84
Chatham Capital Group
Georgia
$2.86M -$146K -2,585 -5%
BCC
85
Bridge City Capital
Oregon
$2.84M +$302K +5,357 +13%
Canada Life
86
Canada Life
Manitoba, Canada
$2.79M +$239K +4,234 +10%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$2.74M -$1.96M -34,698 -44%
Wells Fargo
88
Wells Fargo
California
$2.72M +$163K +2,883 +7%
PAG
89
Private Advisor Group
New Jersey
$2.65M +$4.4K +78 +0.2%
MAM
90
Martingale Asset Management
Massachusetts
$2.55M -$141K -2,502 -6%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2.54M +$146K +2,581 +7%
American Century Companies
92
American Century Companies
Missouri
$2.51M -$1.69M -29,892 -43%
SEI Investments
93
SEI Investments
Pennsylvania
$2.43M -$220K -3,897 -9%
Calamos Advisors
94
Calamos Advisors
Illinois
$2.39M -$25.7K -456 -1%
CS
95
Credit Suisse
Switzerland
$2.31M -$355K -6,281 -15%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$2.24M -$640K -11,339 -24%
PAM
97
Panagora Asset Management
Massachusetts
$2.23M -$2.5M -44,263 -55%
CIC
98
Chase Investment Counsel
Virginia
$2.05M +$24.5K +434 +1%
KAS
99
Kestra Advisory Services
Texas
$1.88M
DZ Bank
100
DZ Bank
Germany
$1.88M +$1.69M +29,971 New