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228 hedge funds and large institutions have $1.93B invested in CBIZ in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 88.79%87.97% (-0.82%)

1% less capital invested

Capital invested by funds: $1.95B → $1.93B (-$23.2M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $397K | Put options by funds: $562K

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
69
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$985K +$199K +4,197 +25%
RA
102
Royce & Associates
New York
$983K +$304K +6,400 +44%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$977K
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$972K -$607K -12,777 -38%
Aviva
105
Aviva
United Kingdom
$969K +$984K +20,693 New
Canada Life
106
Canada Life
Manitoba, Canada
$953K +$423K +8,899 +79%
CAM
107
ClariVest Asset Management
California
$917K -$1.47K -31 -0.2%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$907K -$15.4K -324 -2%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$898K -$2.19K -46 -0.2%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$877K -$117K -2,470 -12%
Marshall Wace
111
Marshall Wace
United Kingdom
$853K -$568K -11,944 -40%
HIM
112
Hillsdale Investment Management
Ontario, Canada
$815K
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$789K -$380K -7,990 -32%
DTL
114
Dynamic Technology Lab
Singapore
$779K -$1.04M -21,780 -57%
SEI Investments
115
SEI Investments
Pennsylvania
$760K -$531K -11,162 -41%
Federated Hermes
116
Federated Hermes
Pennsylvania
$743K +$700K +14,734 +1,319%
SIA
117
SkyView Investment Advisors
New Jersey
$731K
FCAG
118
First Capital Advisors Group
New Jersey
$731K
HighTower Advisors
119
HighTower Advisors
Illinois
$705K +$320K +6,737 +81%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$702K +$461K +9,700 +183%
KeyBank National Association
121
KeyBank National Association
Ohio
$674K -$76.3K -1,605 -10%
ZIM
122
Zacks Investment Management
Illinois
$667K -$229K -4,808 -25%
SAM
123
Shell Asset Management
Netherlands
$651K -$131K -2,763 -17%
Citadel Advisors
124
Citadel Advisors
Florida
$646K -$1.82M -38,351 -74%
NYLIM
125
New York Life Investment Management
New York
$633K +$68.9K +1,450 +12%