We are live on ! Find out more

260 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$1M +$1.41K +25 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
127
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1M +$903K +16,000 New
KIC
128
Kensington Investment Counsel
California
$972K +$877K +15,534 New
HighTower Advisors
129
HighTower Advisors
Illinois
$956K +$6.32K +112 +0.7%
VFA
130
Valeo Financial Advisors
Indiana
$906K
TRCT
131
Tower Research Capital (TRC)
New York
$894K +$759K +13,452 +1,621%
Citigroup
132
Citigroup
New York
$885K +$460K +8,142 +136%
LCM
133
Legato Capital Management
California
$866K
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$857K
AF
135
Apexium Financial
Texas
$829K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$824K +$28.3K +501 +4%
TI
137
Trexquant Investment
Connecticut
$812K +$732K +12,967 New
ASRS
138
Arizona State Retirement System
Arizona
$785K -$17.5K -310 -2%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$770K -$62.1K -1,100 -8%
EF
140
Empowered Funds
Pennsylvania
$762K +$120K +2,125 +21%
Jane Street
141
Jane Street
New York
$710K -$668K -11,826 -51%
CAM
142
ClariVest Asset Management
California
$704K -$256K -4,527 -29%
MPM
143
Meritage Portfolio Management
Kansas
$698K
Creative Planning
144
Creative Planning
Kansas
$691K +$25.6K +454 +4%
NCM
145
Next Capital Management
New York
$688K
Lazard Asset Management
146
Lazard Asset Management
New York
$675K +$154K +2,736 +34%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$673K +$192K +3,404 +46%
Corient Private Wealth
148
Corient Private Wealth
Florida
$660K +$111K +1,962 +23%
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$657K +$593K +10,498 New
Los Angeles Capital Management
150
Los Angeles Capital Management
California
$654K -$76.2K -1,350 -11%