259 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
151
RBF Capital
California
$626K
CG
152
Caprock Group
Idaho
$614K -$63 -1 -0%
VBFP
153
Valtinson Bruner Financial Planning
Minnesota
$564K
CB
154
Commerce Bank
Missouri
$557K +$104K +1,661 +23%
DW
155
Dodds Wealth
Colorado
$547K +$547K +8,742 New
DFCM
156
Dark Forest Capital Management
Puerto Rico
$524K -$122K -1,942 -19%
A
157
AlphaQuest
New York
$514K +$514K +8,219 New
SAM
158
Shell Asset Management
Netherlands
$512K -$153K -2,451 -23%
DekaBank Deutsche Girozentrale
159
DekaBank Deutsche Girozentrale
Germany
$503K
ProShare Advisors
160
ProShare Advisors
Maryland
$497K +$107K +1,708 +27%
VPIM
161
Vanguard Personalized Indexing Management
California
$448K -$1.94K -31 -0.4%
HCM
162
HMS Capital Management
Tennessee
$440K -$5.2K -83 -1%
NYLIM
163
New York Life Investment Management
New York
$437K -$13.5K -216 -3%
AB
164
Amalgamated Bank
New York
$434K -$30.2K -482 -7%
AIM
165
Aigen Investment Management
New York
$430K +$165K +2,642 +63%
CIAS
166
CBIZ Investment Advisory Services
Ohio
$429K -$10.6K -170 -2%
CCB
167
Country Club Bank
Missouri
$414K
YC
168
Yarbrough Capital
Tennessee
$413K
IFS
169
Ifrah Financial Services
Arkansas
$412K -$5.51K -88 -1%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$398K +$214K +3,499 +116%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$394K
II
172
Inspire Investing
Idaho
$384K +$12.3K +196 +3%
SG Americas Securities
173
SG Americas Securities
New York
$384K +$384K +6,129 New
MFA
174
Mayflower Financial Advisors
Massachusetts
$379K
CAM
175
Cresset Asset Management
Illinois
$377K +$45.8K +731 +14%