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169 hedge funds and large institutions have $1.82B invested in CBIZ in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1.51B → $1.82B (+$310M)

6% more funds holding

Funds holding: 160169 (+9)

0.84% more ownership

Funds ownership: 88.34%89.18% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 67

51% less call options, than puts

Call options by funds: $160K | Put options by funds: $329K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
47
Reduced
67
Closed
17
Calls
$160K
Puts
$329K
Net Calls
-$169K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$20K
TRCT
152
Tower Research Capital (TRC)
New York
$19K -$73.4K -1,970 -80%
GFPC
153
Global Financial Private Client
Florida
$15.9K
Osaic Holdings
154
Osaic Holdings
Arizona
$15K +$522 +14 +4%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$14K
TWA
156
TCI Wealth Advisors
Arizona
$14K
ST
157
Smithfield Trust
Pennsylvania
$13K
IPW
158
IronBridge Private Wealth
Texas
$11K
S
159
SignatureFD
Georgia
$11K +$2.35K +63 +30%
KFP
160
KB Financial Partners
New Jersey
$10K +$9.13K +245 New
US Bancorp
161
US Bancorp
Minnesota
$9K -$11.2K -301 -56%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$6K -$932 -25 -13%
QCG
163
Quadrant Capital Group
Ohio
$6K -$75 -2 -1%
IA
164
IFP Advisors
Florida
$2K +$373 +10 +30%
SFM
165
Signet Financial Management
New Jersey
$2K +$2.13K +57 New
LC
166
Lindbrook Capital
California
$1K
C
167
Covestor
United Kingdom
$1K +$559 +15 New
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$972 -$149 -4 -0%
Renaissance Technologies
169
Renaissance Technologies
New York
-$3.71M -114,800 Closed
Assenagon Asset Management
170
Assenagon Asset Management
Luxembourg
-$1.88M -58,261 Closed
ELI
171
Empire Life Investments
Ontario, Canada
-$727K -22,466 Closed
SFI
172
Susquehanna Fundamental Investments
Pennsylvania
-$557K -17,227 Closed
WG
173
Winton Group
United Kingdom
-$509K -15,731 Closed
EGM
174
Engineers Gate Manager
New York
-$407K -12,597 Closed
SS
175
Simplicity Solutions
Minnesota
-$328K -10,138 Closed