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169 hedge funds and large institutions have $1.82B invested in CBIZ in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1.51B → $1.82B (+$310M)

6% more funds holding

Funds holding: 160169 (+9)

0.84% more ownership

Funds ownership: 88.34%89.18% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 67

51% less call options, than puts

Call options by funds: $160K | Put options by funds: $329K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
47
Reduced
67
Closed
17
Calls
$160K
Puts
$329K
Net Calls
-$169K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
101
HRT Financial
New York
$643K -$220K -5,907 -26%
MIM
102
MetLife Investment Management
New Jersey
$639K -$75.4K -2,022 -11%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$571K +$410K +10,995 +304%
KeyBank National Association
104
KeyBank National Association
Ohio
$556K +$530K +14,215 New
AF
105
Apexium Financial
Texas
$537K
Truist Financial
106
Truist Financial
North Carolina
$514K -$1.08K -29 -0.2%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$514K
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$510K -$14.1K -377 -3%
IA
109
IndexIQ Advisors
New York
$506K -$31.2K -836 -6%
ASRS
110
Arizona State Retirement System
Arizona
$500K -$9.92K -266 -2%
CCT
111
Country Club Trust
Missouri
$485K -$12.3K -330 -3%
OQS
112
Occudo Quantitative Strategies
Florida
$483K +$6.41K +172 +1%
MPM
113
Meritage Portfolio Management
Kansas
$436K
NCM
114
Next Capital Management
New York
$430K +$410K +11,000 New
Brown Advisory
115
Brown Advisory
Maryland
$425K +$405K +10,857 New
ProShare Advisors
116
ProShare Advisors
Maryland
$419K +$160K +4,297 +67%
RC
117
RBF Capital
California
$391K
GHA
118
GW Henssler & Associates
Georgia
$390K -$51.6K -1,383 -12%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$389K +$54.7K +1,466 +17%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$387K +$369K +9,898 New
E
121
Ergoteles
New York
$379K +$362K +9,700 New
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$361K +$50.9K +1,366 +17%
VBFP
123
Valtinson Bruner Financial Planning
Minnesota
$353K
HighTower Advisors
124
HighTower Advisors
Illinois
$341K +$8.87K +238 +3%
DT
125
Diversified Trust
Tennessee
$337K +$321K +8,608 New