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245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
151
Virginia Retirement Systems
Virginia
$420K +$437K +8,100 New
EGM
152
Engineers Gate Manager
New York
$419K +$436K +8,082 New
Lazard Asset Management
153
Lazard Asset Management
New York
$418K +$235K +4,358 +118%
YIH
154
Y-Intercept (HK)
Hong Kong
$406K +$421K +7,820 New
QT
155
Quantbot Technologies
New York
$404K +$383K +7,106 +1,051%
Capstone Investment Advisors
156
Capstone Investment Advisors
New York
$399K +$415K +7,693 New
AB
157
Amalgamated Bank
New York
$385K +$7.49K +139 +2%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$382K +$62.9K +1,167 +19%
CB
159
Commerce Bank
Missouri
$376K -$545K -10,116 -58%
NYLIM
160
New York Life Investment Management
New York
$373K -$61.1K -1,134 -14%
VPIM
161
Vanguard Personalized Indexing Management
California
$373K +$4.58K +85 +1%
GAM
162
Gotham Asset Management
New York
$371K -$2.96K -55 -0.8%
HCM
163
HMS Capital Management
Tennessee
$369K -$9.43K -175 -2%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$367K -$108 -2 -0%
CIAS
165
CBIZ Investment Advisory Services
Ohio
$365K
CCB
166
Country Club Bank
Missouri
$348K
IFS
167
Ifrah Financial Services
Arkansas
$346K -$3.02K -56 -0.8%
YC
168
Yarbrough Capital
Tennessee
$343K +$356K +6,601 New
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$327K -$53.9K -1,000 -14%
ProShare Advisors
170
ProShare Advisors
Maryland
$323K -$431 -8 -0.1%
SAM
171
Sawgrass Asset Management
Florida
$315K +$28.5K +528 +10%
MFA
172
Mayflower Financial Advisors
Massachusetts
$315K +$57.1K +1,060 +21%
Citigroup
173
Citigroup
New York
$312K -$1.28M -23,697 -80%
II
174
Inspire Investing
Idaho
$309K +$2.05K +38 +0.6%
Mariner
175
Mariner
Kansas
$292K +$7.71K +143 +3%