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228 hedge funds and large institutions have $1.93B invested in CBIZ in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 88.79%87.97% (-0.82%)

1% less capital invested

Capital invested by funds: $1.95B → $1.93B (-$23.2M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $397K | Put options by funds: $562K

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
69
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
126
HRT Financial
New York
$629K +$263K +5,531 +70%
AF
127
Apexium Financial
Texas
$621K
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$619K -$592K -12,445 -49%
ASRS
129
Arizona State Retirement System
Arizona
$612K +$14.5K +306 +2%
Principal Financial Group
130
Principal Financial Group
Iowa
$606K -$146K -3,080 -19%
Barclays
131
Barclays
United Kingdom
$603K +$490K +10,306 +403%
HIS
132
Harvest Investment Services
Illinois
$595K +$603K +12,696 New
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$552K -$18.3K -384 -3%
CCB
134
Country Club Bank
Missouri
$540K -$11.9K -250 -2%
Canada Pension Plan Investment Board
135
Canada Pension Plan Investment Board
Ontario, Canada
$525K +$532K +11,200 New
MPM
136
Meritage Portfolio Management
Kansas
$522K
GAM
137
Gotham Asset Management
New York
$516K +$161K +3,397 +45%
NCM
138
Next Capital Management
New York
$515K
PP
139
PDT Partners
New York
$505K +$513K +10,783 New
SSA
140
Schonfeld Strategic Advisors
New York
$495K +$502K +10,569 New
I
141
InceptionR
California
$492K +$499K +10,503 New
Truist Financial
142
Truist Financial
North Carolina
$484K -$5.23K -110 -1%
CB
143
Commerce Bank
Missouri
$470K +$238K +5,000 +100%
RC
144
RBF Capital
California
$469K
QT
145
Quantbot Technologies
New York
$451K +$239K +5,023 +109%
MAM
146
Morse Asset Management
Connecticut
$436K
DT
147
Diversified Trust
Tennessee
$428K
VBFP
148
Valtinson Bruner Financial Planning
Minnesota
$420K
EF
149
Empowered Funds
Pennsylvania
$409K +$41.8K +879 +11%
SG Americas Securities
150
SG Americas Securities
New York
$402K -$182K -3,820 -31%