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227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $638K | Put options by funds: $79K

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

14% more capital invested

Capital invested by funds: $1.93B → $2.21B (+$279M)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 228227 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Chicago Wealth Management
Illinois
$1.09M
Jennison Associates
102
Jennison Associates
New York
$1.07M -$17.4K -362 -2%
AQR Capital Management
103
AQR Capital Management
Connecticut
$1.03M -$170K -3,539 -15%
CSS
104
Cubist Systematic Strategies
Connecticut
$1M -$1.64M -33,964 -63%
Canada Life
105
Canada Life
Manitoba, Canada
$1M
Federated Hermes
106
Federated Hermes
Pennsylvania
$1,000K +$209K +4,349 +27%
LPL Financial
107
LPL Financial
California
$996K -$72.6K -1,507 -7%
CAM
108
ClariVest Asset Management
California
$971K +$2.75K +57 +0.3%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$963K +$4.19K +87 +0.4%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$943K -$5.44K -113 -0.6%
Marshall Wace
111
Marshall Wace
United Kingdom
$927K +$25.1K +521 +3%
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$905K +$500K +10,384 +131%
Two Sigma Investments
113
Two Sigma Investments
New York
$896K -$3.95M -81,977 -82%
Stifel Financial
114
Stifel Financial
Missouri
$895K +$871K +18,089 New
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$878K +$132K +2,750 +18%
CB
116
Commerce Bank
Missouri
$864K +$358K +7,435 +74%
HIM
117
Hillsdale Investment Management
Ontario, Canada
$861K
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$834K
RA
119
Royce & Associates
New York
$831K -$202K -4,200 -20%
SIA
120
SkyView Investment Advisors
New Jersey
$772K
FCAG
121
First Capital Advisors Group
New Jersey
$772K
ZIM
122
Zacks Investment Management
Illinois
$705K
HighTower Advisors
123
HighTower Advisors
Illinois
$704K -$41.4K -860 -6%
SAM
124
Shell Asset Management
Netherlands
$685K -$2.31K -48 -0.3%
HIS
125
Harvest Investment Services
Illinois
$667K +$37.6K +780 +6%