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245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
Edgestream Partners
New Jersey
$734K -$1.58M -29,254 -67%
Renaissance Technologies
127
Renaissance Technologies
New York
$733K -$469K -8,700 -38%
LCM
128
Legato Capital Management
California
$718K +$745K +13,832 New
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$710K +$3.77K +70 +0.5%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$695K +$124K +2,300 +21%
AF
131
Apexium Financial
Texas
$687K
ASRS
132
Arizona State Retirement System
Arizona
$667K +$4.85K +90 +0.7%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$657K +$348K +6,461 +104%
Tudor Investment Corp
134
Tudor Investment Corp
Connecticut
$646K +$671K +12,454 New
Principal Financial Group
135
Principal Financial Group
Iowa
$643K +$105K +1,947 +19%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$612K
MPM
137
Meritage Portfolio Management
Kansas
$579K
NCM
138
Next Capital Management
New York
$571K
Truist Financial
139
Truist Financial
North Carolina
$564K -$1.13K -21 -0.2%
SAM
140
Shell Asset Management
Netherlands
$552K -$9.92K -184 -2%
Creative Planning
141
Creative Planning
Kansas
$549K +$43.4K +806 +8%
Federated Hermes
142
Federated Hermes
Pennsylvania
$538K -$438K -8,130 -44%
DFCM
143
Dark Forest Capital Management
Puerto Rico
$536K +$556K +10,319 New
EF
144
Empowered Funds
Pennsylvania
$522K +$28.3K +525 +6%
RC
145
RBF Capital
California
$519K
DT
146
Diversified Trust
Tennessee
$513K +$13.5K +251 +3%
CG
147
Caprock Group
Idaho
$509K -$162 -3 -0%
VBFP
148
Valtinson Bruner Financial Planning
Minnesota
$468K
Corient Private Wealth
149
Corient Private Wealth
Florida
$446K -$225K -4,181 -33%
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$423K +$434K +8,059 New