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227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $638K | Put options by funds: $79K

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

14% more capital invested

Capital invested by funds: $1.93B → $2.21B (+$279M)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 228227 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
151
Citadel Advisors
Florida
$445K -$231K -4,804 -35%
EF
152
Empowered Funds
Pennsylvania
$445K +$12.4K +258 +3%
CIAS
153
CBIZ Investment Advisory Services
Ohio
$434K +$423K +8,779 New
Citigroup
154
Citigroup
New York
$398K +$59.6K +1,237 +18%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$364K -$1.15M -23,772 -76%
HCM
156
HMS Capital Management
Tennessee
$360K +$16.6K +345 +5%
AIM
157
Aigen Investment Management
New York
$346K +$3.95K +82 +1%
VPIM
158
Vanguard Personalized Indexing Management
California
$336K +$327K +6,792 New
IFS
159
Ifrah Financial Services
Arkansas
$333K -$10.6K -221 -3%
AB
160
Amalgamated Bank
New York
$330K -$53.7K -1,114 -14%
Balyasny Asset Management
161
Balyasny Asset Management
Illinois
$326K +$5.49K +114 +2%
SG Americas Securities
162
SG Americas Securities
New York
$319K -$103K -2,141 -25%
PAMS
163
Pictet Asset Management (Switzerland)
Switzerland
$310K
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$306K +$3.23K +67 +1%
State of Wisconsin Investment Board
165
State of Wisconsin Investment Board
Wisconsin
$285K -$241 -5 -0.1%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$279K
BFG
167
Bleakley Financial Group
New Jersey
$278K +$2.12K +44 +0.8%
SS
168
Simplicity Solutions
Minnesota
$278K +$271K +5,625 New
ProShare Advisors
169
ProShare Advisors
Maryland
$275K -$28.9K -601 -10%
SAM
170
Sawgrass Asset Management
Florida
$274K +$267K +5,546 New
II
171
Inspire Investing
Idaho
$273K +$23.8K +495 +10%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$272K
Mariner
173
Mariner
Kansas
$272K +$6.79K +141 +3%
MFA
174
Mayflower Financial Advisors
Massachusetts
$247K
VI
175
Vestcor Inc
New Brunswick, Canada
$229K