We are live on ! Find out more

227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $638K | Put options by funds: $79K

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

14% more capital invested

Capital invested by funds: $1.93B → $2.21B (+$279M)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 228227 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$656K +$9.49K +197 +2%
AF
127
Apexium Financial
Texas
$656K
Corient Private Wealth
128
Corient Private Wealth
Florida
$634K +$617K +12,802 New
KeyBank National Association
129
KeyBank National Association
Ohio
$616K -$93K -1,930 -13%
I
130
InceptionR
California
$603K +$80.7K +1,675 +16%
TI
131
Trexquant Investment
Connecticut
$602K +$586K +12,163 New
Jane Street
132
Jane Street
New York
$599K +$235K +4,878 +67%
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$584K
OQS
134
Occudo Quantitative Strategies
Florida
$579K +$564K +11,704 New
CCA
135
Column Capital Advisors
Indiana
$573K +$557K +11,573 New
Principal Financial Group
136
Principal Financial Group
Iowa
$565K -$72.5K -1,506 -12%
CCB
137
Country Club Bank
Missouri
$565K
Canada Pension Plan Investment Board
138
Canada Pension Plan Investment Board
Ontario, Canada
$554K
MPM
139
Meritage Portfolio Management
Kansas
$552K
NCM
140
Next Capital Management
New York
$544K
Truist Financial
141
Truist Financial
North Carolina
$523K +$10.6K +221 +2%
Renaissance Technologies
142
Renaissance Technologies
New York
$495K +$96.3K +2,000 +25%
RC
143
RBF Capital
California
$495K
CG
144
Caprock Group
Idaho
$486K +$473K +9,812 New
NYLIM
145
New York Life Investment Management
New York
$474K -$189K -3,930 -29%
GAM
146
Gotham Asset Management
New York
$471K -$71.4K -1,483 -13%
DT
147
Diversified Trust
Tennessee
$463K +$10.8K +225 +2%
EGM
148
Engineers Gate Manager
New York
$452K -$878K -18,226 -67%
Creative Planning
149
Creative Planning
Kansas
$448K +$149K +3,096 +52%
VBFP
150
Valtinson Bruner Financial Planning
Minnesota
$446K