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173 hedge funds and large institutions have $1.98B invested in CBIZ in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $1.82B → $1.98B (+$165M)

2% more funds holding

Funds holding: 169173 (+4)

1.29% more ownership

Funds ownership: 89.18%90.47% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

57% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 88

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $818K

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
38
Reduced
88
Closed
16
Calls
$8K
Puts
$818K
Net Calls
-$810K
Net Calls Change
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
101
KeyBank National Association
Ohio
$686K +$83.4K +2,130 +15%
FCAG
102
First Capital Advisors Group
New Jersey
$655K -$1.29M -32,929 -68%
SIA
103
SkyView Investment Advisors
New Jersey
$634K -$1.29M -32,929 -68%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$566K +$12.9K +329 +3%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$550K +$247K +6,299 +92%
Truist Financial
106
Truist Financial
North Carolina
$541K -$8.81K -225 -2%
RA
107
Royce & Associates
New York
$541K +$505K +12,900 New
AF
108
Apexium Financial
Texas
$537K
ASRS
109
Arizona State Retirement System
Arizona
$532K -$3.8K -97 -0.8%
CCB
110
Country Club Bank
Missouri
$517K +$484K +12,364 New
MPM
111
Meritage Portfolio Management
Kansas
$468K
NCM
112
Next Capital Management
New York
$462K
GT
113
Glenmede Trust
Pennsylvania
$453K +$424K +10,817 New
RC
114
RBF Capital
California
$420K
GHA
115
GW Henssler & Associates
Georgia
$419K
IA
116
IndexIQ Advisors
New York
$415K -$119K -3,050 -24%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$415K -$901 -23 -0.2%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$415K -$157 -4 -0%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$406K +$18.1K +461 +5%
MAM
120
Morse Asset Management
Connecticut
$388K +$362K +9,250 New
Citigroup
121
Citigroup
New York
$386K -$487K -12,423 -57%
ProShare Advisors
122
ProShare Advisors
Maryland
$386K -$59.4K -1,516 -14%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$380K -$477K -12,170 -57%
Jane Street
124
Jane Street
New York
$378K +$353K +9,004 New
VBFP
125
Valtinson Bruner Financial Planning
Minnesota
$375K