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260 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
101
Axa
France
$1.8M +$46K +815 +3%
SDWMA
102
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.77M
MFA
103
Millington Financial Advisors
Illinois
$1.76M -$149K -2,631 -9%
Millennium Management
104
Millennium Management
New York
$1.7M +$10.7K +189 +0.7%
JF
105
Jump Financial
Illinois
$1.61M +$1.45M +25,646 New
MIM
106
MetLife Investment Management
New Jersey
$1.55M -$38.4K -680 -3%
OQS
107
Occudo Quantitative Strategies
Florida
$1.53M -$306K -5,411 -18%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53M -$24.2K -429 -2%
AIG
109
American International Group
New York
$1.49M -$5.48K -97 -0.4%
OMC
110
Old Mission Capital
Illinois
$1.49M +$1.34M +23,780 New
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$1.45M +$74.8K +1,325 +6%
Brown Advisory
112
Brown Advisory
Maryland
$1.45M +$1.31M +23,118 New
Skandinaviska Enskilda Banken (SEB)
113
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.4M
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1.38M -$159K -2,815 -11%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.36M +$223K +3,950 +22%
LPL Financial
116
LPL Financial
California
$1.34M +$13.2K +233 +1%
Marshall Wace
117
Marshall Wace
United Kingdom
$1.28M -$346K -6,124 -23%
BEW
118
Burton Enright Welch
California
$1.24M -$97.6K -1,728 -8%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.22M -$1.75K -31 -0.2%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$1.18M +$8.64K +153 +0.8%
Jennison Associates
121
Jennison Associates
New York
$1.13M -$565 -10 -0.1%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$1.08M -$1.21M -21,499 -55%
CWM
123
Chicago Wealth Management
Illinois
$1.06M
AQR Capital Management
124
AQR Capital Management
Connecticut
$1.05M -$334K -5,922 -26%
Principal Financial Group
125
Principal Financial Group
Iowa
$1.02M +$220K +3,890 +31%