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187 hedge funds and large institutions have $1.86B invested in CBIZ in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more funds holding

Funds holding: 173187 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 90.47%89.06% (-1.4%)

6% less capital invested

Capital invested by funds: $1.98B → $1.86B (-$118M)

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
52
Reduced
79
Closed
11
Calls
$208K
Puts
Net Calls
+$208K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
126
Versor Investments
New York
$444K +$448K +11,100 New
NYLIM
127
New York Life Investment Management
New York
$444K +$449K +11,111 New
NCM
128
Next Capital Management
New York
$439K
DT
129
Diversified Trust
Tennessee
$422K +$205K +5,074 +93%
RC
130
RBF Capital
California
$420K
GT
131
Glenmede Trust
Pennsylvania
$413K -$18.6K -460 -4%
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$395K -$162 -4 -0%
Citigroup
133
Citigroup
New York
$389K +$21.7K +536 +6%
MAM
134
Morse Asset Management
Connecticut
$380K +$10.1K +250 +3%
Voloridge Investment Management
135
Voloridge Investment Management
Florida
$365K +$369K +9,144 New
VBFP
136
Valtinson Bruner Financial Planning
Minnesota
$360K
HSBC Holdings
137
HSBC Holdings
United Kingdom
$343K -$50.9K -1,259 -13%
HighTower Advisors
138
HighTower Advisors
Illinois
$334K +$1.98K +49 +0.6%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$310K -$77.4K -1,915 -20%
AB
140
Amalgamated Bank
New York
$310K +$74.3K +1,838 +31%
IFS
141
Ifrah Financial Services
Arkansas
$296K -$10.6K -263 -3%
Prudential Financial
142
Prudential Financial
New Jersey
$287K -$861K -21,305 -74%
Sumitomo Mitsui Trust Group
143
Sumitomo Mitsui Trust Group
Japan
$286K +$289K +7,149 New
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$262K -$47.6K -1,177 -15%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$255K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$237K +$81 +2 +0%
SLG
147
Stanley-Laman Group
Pennsylvania
$234K +$236K +5,848 New
QT
148
Quantbot Technologies
New York
$227K +$230K +5,685 New
KCPG
149
Kavar Capital Partners Group
Kansas
$223K
ProShare Advisors
150
ProShare Advisors
Maryland
$221K -$148K -3,675 -40%