168 hedge funds and large institutions have $1.56B invested in CBIZ in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
45
Reduced
70
Closed
17
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
126
LPL Financial
California
$231K -$42.5K -1,300 -16%
Principal Financial Group
127
Principal Financial Group
Iowa
$207K +$207K +6,337 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$195K +$195K +5,972 New
TRCT
129
Tower Research Capital (TRC)
New York
$186K +$107K +3,274 +135%
WT
130
Whittier Trust
California
$163K
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$140K
AIP
132
Ameritas Investment Partners
Nebraska
$135K -$11.2K -343 -8%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$127K -$11.5M -346,345 -99%
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$118K
Canada Life
135
Canada Life
Manitoba, Canada
$115K
TCOV
136
Trust Company of Vermont
Vermont
$108K
DA
137
Denali Advisors
California
$93K -$262K -8,000 -74%
HNB
138
Huntington National Bank
Ohio
$70K
IAS
139
IMA Advisory Services
Colorado
$65K
SAI
140
Systematic Alpha Investments
New Jersey
$37K
Simplex Trading
141
Simplex Trading
Illinois
$35K +$35K +1,080 New
FQ
142
First Quadrant
California
$29K
HI
143
Harbour Investments
Wisconsin
$29K +$29K +900 New
Macquarie Group
144
Macquarie Group
Australia
$24K -$11.4K -348 -32%
AA
145
Ancora Advisors
Ohio
$16K
Osaic Holdings
146
Osaic Holdings
Arizona
$15K +$4.13K +131 +38%
Group One Trading
147
Group One Trading
Illinois
$14K +$14K +423 New
GFPC
148
Global Financial Private Client
Florida
$13.4K +$13.4K +406 New
TWA
149
TCI Wealth Advisors
Arizona
$12K +$12K +362 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$11K