232 hedge funds and large institutions have $2.36B invested in CBIZ in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
83
Closed
17
Calls
$709K
Puts
$224K
Net Calls
+$485K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$389K +$389K +7,299 New
HCM
152
HMS Capital Management
Tennessee
$389K +$852 +16 +0.2%
AB
153
Amalgamated Bank
New York
$388K +$32.2K +604 +9%
GAM
154
Gotham Asset Management
New York
$384K -$123K -2,312 -24%
VPIM
155
Vanguard Personalized Indexing Management
California
$378K +$16.4K +308 +5%
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$377K -$1.41M -26,550 -79%
CIAS
157
CBIZ Investment Advisory Services
Ohio
$374K -$93.5K -1,755 -20%
IFS
158
Ifrah Financial Services
Arkansas
$358K -$639 -12 -0.2%
CCB
159
Country Club Bank
Missouri
$350K -$260K -4,906 -43%
PAMS
160
Pictet Asset Management (Switzerland)
Switzerland
$335K +$1.71K +32 +0.5%
ProShare Advisors
161
ProShare Advisors
Maryland
$332K +$35.9K +673 +12%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$330K +$959 +18 +0.3%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$330K +$36.7K +689 +13%
AIM
164
Aigen Investment Management
New York
$324K -$49.2K -923 -13%
KeyBank National Association
165
KeyBank National Association
Ohio
$317K -$346K -6,495 -52%
II
166
Inspire Investing
Idaho
$315K +$21.4K +401 +7%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$301K
SAM
168
Sawgrass Asset Management
Florida
$295K
Mariner
169
Mariner
Kansas
$293K -$53 -1 -0%
MWM
170
Moran Wealth Management
Florida
$289K +$47.3K +887 +20%
Millennium Management
171
Millennium Management
New York
$270K -$2.75M -51,653 -91%
MFA
172
Mayflower Financial Advisors
Massachusetts
$266K
PTC
173
Petrus Trust Company
Texas
$254K +$254K +4,765 New
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$251K -$730K -13,613 -74%
DTL
175
Dynamic Technology Lab
Singapore
$247K +$247K +4,630 New