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282 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $802K | Put options by funds: $41K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $3.01B → $3.74B (+$725M)

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

1.88% more ownership

Funds ownership: 89.1%90.97% (+1.9%)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 286282 (-4)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
85
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
76
Marshall Wace
United Kingdom
$4.37M -$2.75M -36,821 -41%
CCG
77
Chatham Capital Group
Georgia
$4.17M -$40.7K -545 -1%
AACP
78
Advantage Alpha Capital Partners
California
$3.95M +$907K +12,131 +34%
GLA
79
Great Lakes Advisors
Illinois
$3.79M +$1.66M +22,238 +92%
ECM
80
ExodusPoint Capital Management
New York
$3.63M +$3.32M +44,411 New
RC
81
Roundview Capital
New Jersey
$3.63M -$5.83K -78 -0.2%
Wells Fargo
82
Wells Fargo
California
$3.5M +$599K +8,014 +23%
PAG
83
Private Advisor Group
New Jersey
$3.5M -$36.6K -490 -1%
RHJA
84
Rice Hall James & Associates
California
$3.5M -$922K -12,331 -22%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$3.47M -$31.8K -425 -1%
Voloridge Investment Management
86
Voloridge Investment Management
Florida
$3.45M +$1.32M +17,685 +72%
Two Sigma Investments
87
Two Sigma Investments
New York
$3.39M -$5.01M -66,994 -62%
EF
88
Empowered Funds
Pennsylvania
$3.39M +$723K +9,667 +30%
BCM
89
Basswood Capital Management
New York
$3.3M +$3.02M +40,355 New
ETC
90
Exchange Traded Concepts
Oklahoma
$3.28M +$511K +6,837 +21%
SFI
91
Susquehanna Fundamental Investments
Pennsylvania
$3.16M +$2.89M +38,590 New
SEI Investments
92
SEI Investments
Pennsylvania
$3.06M +$41K +549 +1%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$2.96M +$1.55M +20,678 +133%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$2.89M +$2.64M +35,296 New
MFA
95
Millington Financial Advisors
Illinois
$2.63M +$35.5K +475 +2%
HighTower Advisors
96
HighTower Advisors
Illinois
$2.6M +$374 +5 +0%
Principal Financial Group
97
Principal Financial Group
Iowa
$2.58M +$274K +3,663 +13%
MIM
98
MetLife Investment Management
New Jersey
$2.37M +$95.7K +1,280 +5%
LIC
99
Laurus Investment Counsel
Canada
$2.36M
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$2.29M +$82.4K +1,102 +4%