We are live on ! Find out more

276 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,843% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $7K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 269276 (+7)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

0.77% more ownership

Funds ownership: 90.35%91.12% (+0.77%)

5% less capital invested

Capital invested by funds: $3.55B → $3.38B (-$163M)

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$14K +185 +1%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$1.19M +$24.4K +323 +2%
Creative Planning
128
Creative Planning
Kansas
$1.18M +$76.5K +1,012 +7%
KAS
129
Kestra Advisory Services
Texas
$1.12M
AQR Capital Management
130
AQR Capital Management
Connecticut
$1.11M +$13.3K +176 +1%
CWM
131
Chicago Wealth Management
Illinois
$1.04M
LCM
132
Legato Capital Management
California
$1.02M
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$1.01M -$242K -3,200 -19%
TC
134
TwinBeech Capital
New York
$1.01M +$1.03M +13,566 New
SG Americas Securities
135
SG Americas Securities
New York
$987K +$879K +11,631 +688%
AF
136
Apexium Financial
Texas
$982K
ASRS
137
Arizona State Retirement System
Arizona
$934K +$20.8K +275 +2%
Canada Pension Plan Investment Board
138
Canada Pension Plan Investment Board
Ontario, Canada
$934K -$839K -11,100 -47%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$932K -$517K -6,843 -35%
VFA
140
Valeo Financial Advisors
Indiana
$894K -$121K -1,600 -12%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$889K -$22.7K -300 -2%
Man Group
142
Man Group
United Kingdom
$861K +$878K +11,616 New
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$860K +$877K +11,604 New
MPM
144
Meritage Portfolio Management
Kansas
$826K
NCM
145
Next Capital Management
New York
$815K
Truist Financial
146
Truist Financial
North Carolina
$813K +$54.6K +723 +7%
Cerity Partners
147
Cerity Partners
New York
$798K -$480K -6,350 -37%
RC
148
RBF Capital
California
$741K
CG
149
Caprock Group
Idaho
$734K +$7.03K +93 +0.9%
Corient Private Wealth
150
Corient Private Wealth
Florida
$694K -$70.4K -932 -9%