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245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Glenmede Trust
Pennsylvania
$1.4M -$32.9K -610 -2%
Millennium Management
102
Millennium Management
New York
$1.4M +$1.18M +21,842 +431%
Marshall Wace
103
Marshall Wace
United Kingdom
$1.38M +$517K +9,600 +57%
MIM
104
MetLife Investment Management
New Jersey
$1.32M -$22.1K -410 -2%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29M +$299K +5,542 +29%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$1.29M -$249K -4,614 -16%
AIG
107
American International Group
New York
$1.24M +$45.9K +851 +4%
Jane Street
108
Jane Street
New York
$1.2M +$290K +5,376 +30%
AQR Capital Management
109
AQR Capital Management
Connecticut
$1.17M +$72.1K +1,337 +6%
Skandinaviska Enskilda Banken (SEB)
110
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.16M +$604K +11,200 +100%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$1.14M -$7.33K -136 -0.6%
BEW
112
Burton Enright Welch
California
$1.11M
LPL Financial
113
LPL Financial
California
$1.1M +$55.8K +1,036 +5%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.01M +$9.97K +185 +1%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$974K +$1.62K +30 +0.2%
Jennison Associates
116
Jennison Associates
New York
$936K +$8.62K +160 +0.9%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$921K
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$916K -$1.6M -29,711 -63%
CWM
119
Chicago Wealth Management
Illinois
$882K
Barclays
120
Barclays
United Kingdom
$872K -$51.8K -962 -5%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$831K +$863K +16,014 New
CAM
122
ClariVest Asset Management
California
$819K -$132K -2,451 -13%
HighTower Advisors
123
HighTower Advisors
Illinois
$789K +$53.9K +1,000 +7%
CCA
124
Column Capital Advisors
Indiana
$767K
VFA
125
Valeo Financial Advisors
Indiana
$751K +$535K +9,935 +219%