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173 hedge funds and large institutions have $1.98B invested in CBIZ in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $1.82B → $1.98B (+$165M)

2% more funds holding

Funds holding: 169173 (+4)

1.29% more ownership

Funds ownership: 89.18%90.47% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

57% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 88

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $818K

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
38
Reduced
88
Closed
16
Calls
$8K
Puts
$818K
Net Calls
-$810K
Net Calls Change
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$49K -$526K -13,435 -92%
AA
152
Ancora Advisors
Ohio
$21K
GFPC
153
Global Financial Private Client
Florida
$17.1K
ACM
154
Aquatic Capital Management
Illinois
$17K -$35.2K -900 -69%
Osaic Holdings
155
Osaic Holdings
Arizona
$16K -$666 -17 -4%
ST
156
Smithfield Trust
Pennsylvania
$15K -$78 -2 -0.6%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$15K
TWA
158
TCI Wealth Advisors
Arizona
$15K
TRCT
159
Tower Research Capital (TRC)
New York
$12K -$8.7K -222 -45%
S
160
SignatureFD
Georgia
$11K -$352 -9 -3%
KFP
161
KB Financial Partners
New Jersey
$10K
US Bancorp
162
US Bancorp
Minnesota
$9K -$822 -21 -9%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$7K
PA
164
Parallel Advisors
California
$6K -$23.3K -594 -80%
QCG
165
Quadrant Capital Group
Ohio
$6K -$78 -2 -1%
PI
166
PineBridge Investments
New York
$4K +$3.92K +100 New
IA
167
IFP Advisors
Florida
$2K
LC
168
Lindbrook Capital
California
$2K +$548 +14 +58%
C
169
Covestor
United Kingdom
$1K -$117 -3 -20%
MCM
170
Manchester Capital Management
Vermont
$1K +$666 +17 New
Macquarie Group
171
Macquarie Group
Australia
$31
State of New Jersey Common Pension Fund D
172
State of New Jersey Common Pension Fund D
New Jersey
-$2.84M -72,687 Closed
Millennium Management
173
Millennium Management
New York
-$1.84M -47,084 Closed
ECM
174
ExodusPoint Capital Management
New York
-$743K -18,992 Closed
Citadel Advisors
175
Citadel Advisors
Florida
-$736K -18,824 Closed