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276 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,843% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $7K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 269276 (+7)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

0.77% more ownership

Funds ownership: 90.35%91.12% (+0.77%)

5% less capital invested

Capital invested by funds: $3.55B → $3.38B (-$163M)

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Corebridge Financial
Texas
$1.91M +$1.95M +25,784 New
EF
102
Empowered Funds
Pennsylvania
$1.9M +$911K +12,060 +89%
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$1.87M +$1.91M +25,292 New
Canada Life
104
Canada Life
Manitoba, Canada
$1.84M -$1.41M -18,653 -43%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$1.83M -$172K -2,271 -8%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.78M -$25.3K -335 -1%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$1.75M -$35.9K -475 -2%
Calamos Advisors
108
Calamos Advisors
Illinois
$1.64M -$854K -11,296 -34%
Principal Financial Group
109
Principal Financial Group
Iowa
$1.64M +$203K +2,684 +14%
Axa
110
Axa
France
$1.62M
Assenagon Asset Management
111
Assenagon Asset Management
Luxembourg
$1.6M
American Century Companies
112
American Century Companies
Missouri
$1.6M -$1.39M -18,428 -46%
ETC
113
Exchange Traded Concepts
Oklahoma
$1.55M +$394K +5,210 +33%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$1.54M +$96.4K +1,276 +7%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.53M
LPL Financial
116
LPL Financial
California
$1.5M -$2.49K -33 -0.2%
Marshall Wace
117
Marshall Wace
United Kingdom
$1.49M +$327K +4,327 +27%
KIC
118
Kensington Investment Counsel
California
$1.44M +$15.5K +205 +1%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.4M -$2.04K -27 -0.1%
DFCM
120
Dark Forest Capital Management
Puerto Rico
$1.4M +$1.42M +18,830 New
MAM
121
Martingale Asset Management
Massachusetts
$1.39M -$1.17M -15,452 -45%
SWS
122
SYSTM Wealth Solutions
Illinois
$1.3M +$1.31M +17,324 +7,218%
Citigroup
123
Citigroup
New York
$1.29M -$9M -119,048 -87%
Barclays
124
Barclays
United Kingdom
$1.26M -$1.93M -25,562 -60%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$1.23M -$201K -2,655 -14%