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282 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $802K | Put options by funds: $41K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $3.01B → $3.74B (+$725M)

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

1.88% more ownership

Funds ownership: 89.1%90.97% (+1.9%)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 286282 (-4)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
85
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$2.27M +$306K +4,098 +17%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.23M -$35.4K -474 -2%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.13M -$49.2K -658 -2%
Creative Planning
104
Creative Planning
Kansas
$2.01M +$519K +6,943 +40%
CF
105
Corebridge Financial
Texas
$1.95M -$135K -1,799 -7%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.93M
IIM
107
INTECH Investment Management
Florida
$1.89M +$970K +12,974 +129%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$1.77M -$1.14M -15,200 -41%
DZ Bank
109
DZ Bank
Germany
$1.73M -$2.59M -34,617 -62%
Jane Street
110
Jane Street
New York
$1.72M -$2.2M -29,474 -58%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.69M
Canada Life
112
Canada Life
Manitoba, Canada
$1.67M -$205K -2,747 -12%
KIC
113
Kensington Investment Counsel
California
$1.65M +$9.87K +132 +0.7%
LPL Financial
114
LPL Financial
California
$1.65M +$3.59K +48 +0.2%
TFCM
115
Taylor Frigon Capital Management
Arizona
$1.56M -$149K -1,991 -9%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$1.54M -$11.2K -150 -0.8%
First Trust Advisors
117
First Trust Advisors
Illinois
$1.48M -$2.51M -33,532 -65%
Stifel Financial
118
Stifel Financial
Missouri
$1.41M +$258K +3,447 +25%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$7.33K +98 +0.6%
LCM
120
Legato Capital Management
California
$1.35M
KAS
121
Kestra Advisory Services
Texas
$1.23M +$1.57K +21 +0.1%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1.21M -$70.6K -944 -6%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.19M -$82.3K -1,101 -7%
YC
124
Yarbrough Capital
Tennessee
$1.17M
CWM
125
Chicago Wealth Management
Illinois
$1.15M