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269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,708% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $149K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $2.99B → $3.55B (+$556M)

3% more funds holding

Funds holding: 260269 (+9)

5.53% less ownership

Funds ownership: 95.88%90.35% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 114

Holders
269
Holders Change
+9
Holders Change %
+3.46%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
114
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.11M +$172K +2,469 +10%
Arrowstreet Capital
102
Arrowstreet Capital
Massachusetts
$2.11M -$1.82M -26,229 -49%
MIM
103
MetLife Investment Management
New Jersey
$1.94M
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.91M -$275K -3,949 -14%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$1.89M +$762K +10,957 +83%
Canada Pension Plan Investment Board
106
Canada Pension Plan Investment Board
Ontario, Canada
$1.86M +$918K +13,200 +126%
AIG
107
American International Group
New York
$1.86M -$14K -202 -0.8%
Axa
108
Axa
France
$1.71M -$481K -6,915 -24%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.7M -$5M -71,943 -77%
Citadel Advisors
110
Citadel Advisors
Florida
$1.68M +$1.45M +20,901 +4,761%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$1.67M -$1.56M -22,391 -51%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.62M -$72.5K -1,042 -5%
LPL Financial
113
LPL Financial
California
$1.59M -$81.1K -1,166 -5%
Principal Financial Group
114
Principal Financial Group
Iowa
$1.53M +$221K +3,179 +20%
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$1.53M +$1.04M +14,933 +331%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$1.52M -$3.83M -55,149 -74%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1.51M -$194K -2,787 -13%
KIC
118
Kensington Investment Counsel
California
$1.51M +$255K +3,673 +24%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.48M -$1.81K -26 -0.1%
JF
120
Jump Financial
Illinois
$1.36M -$583K -8,381 -33%
Cerity Partners
121
Cerity Partners
New York
$1.34M +$1.19M +17,125 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$765 +11 +0.1%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.24M -$258K -3,713 -19%
ETC
124
Exchange Traded Concepts
Oklahoma
$1.24M +$903K +12,991 +472%
Marshall Wace
125
Marshall Wace
United Kingdom
$1.24M -$327K -4,700 -23%