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209 hedge funds and large institutions have $1.95B invested in CBIZ in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 187209 (+22)

5% more capital invested

Capital invested by funds: $1.86B → $1.95B (+$90.4M)

0.27% less ownership

Funds ownership: 89.06%88.79% (-0.27%)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $149K | Put options by funds: $291K

Holders
209
Holders Change
+22
Holders Change %
+11.76%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
67
Reduced
75
Closed
11
Calls
$149K
Puts
$291K
Net Calls
-$142K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
101
Jennison Associates
New York
$965K -$54.9K -1,255 -5%
Deutsche Bank
102
Deutsche Bank
Germany
$949K -$244K -5,587 -20%
CWM
103
Chicago Wealth Management
Illinois
$941K
LPL Financial
104
LPL Financial
California
$925K -$46.5K -1,064 -5%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$907K -$3.24K -74 -0.3%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$892K +$275K +6,290 +43%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$842K -$12.9K -295 -1%
CAM
108
ClariVest Asset Management
California
$838K -$2.45K -56 -0.3%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$822K +$175 +4 +0%
GT
110
Glenmede Trust
Pennsylvania
$821K +$387K +8,850 +85%
ZIM
111
Zacks Investment Management
Illinois
$815K -$67.1K -1,535 -7%
HIM
112
Hillsdale Investment Management
Ontario, Canada
$744K +$761K +17,400 New
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$720K -$40.5K -925 -5%
SAM
114
Shell Asset Management
Netherlands
$712K -$193K -4,402 -21%
Principal Financial Group
115
Principal Financial Group
Iowa
$685K -$719K -16,446 -51%
KeyBank National Association
116
KeyBank National Association
Ohio
$684K -$18K -412 -3%
FCAG
117
First Capital Advisors Group
New Jersey
$667K
SIA
118
SkyView Investment Advisors
New Jersey
$667K
Jane Street
119
Jane Street
New York
$632K +$70.9K +1,620 +12%
RA
120
Royce & Associates
New York
$624K -$260K -5,950 -29%
AF
121
Apexium Financial
Texas
$567K
Squarepoint
122
Squarepoint
New York
$567K +$579K +13,245 New
ASRS
123
Arizona State Retirement System
Arizona
$546K +$1.18K +27 +0.2%
GCP
124
GSA Capital Partners
United Kingdom
$534K +$546K +12,485 New
SG Americas Securities
125
SG Americas Securities
New York
$531K +$542K +12,402 New