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260 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, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
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
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$642K -$34.6K -613 -6%
RC
152
RBF Capital
California
$626K
CG
153
Caprock Group
Idaho
$614K -$56 -1 -0%
VBFP
154
Valtinson Bruner Financial Planning
Minnesota
$564K
CB
155
Commerce Bank
Missouri
$557K +$93.8K +1,661 +23%
DW
156
Dodds Wealth
Colorado
$547K +$494K +8,742 New
DFCM
157
Dark Forest Capital Management
Puerto Rico
$524K -$110K -1,942 -19%
A
158
AlphaQuest
New York
$514K +$464K +8,219 New
SAM
159
Shell Asset Management
Netherlands
$512K -$138K -2,451 -23%
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$503K
ProShare Advisors
161
ProShare Advisors
Maryland
$497K +$96.4K +1,708 +27%
VPIM
162
Vanguard Personalized Indexing Management
California
$448K -$1.75K -31 -0.4%
HCM
163
HMS Capital Management
Tennessee
$440K -$4.69K -83 -1%
NYLIM
164
New York Life Investment Management
New York
$437K -$12.2K -216 -3%
AB
165
Amalgamated Bank
New York
$434K -$27.2K -482 -7%
AIM
166
Aigen Investment Management
New York
$430K +$149K +2,642 +63%
CIAS
167
CBIZ Investment Advisory Services
Ohio
$429K -$9.6K -170 -2%
CCB
168
Country Club Bank
Missouri
$414K
YC
169
Yarbrough Capital
Tennessee
$413K
IFS
170
Ifrah Financial Services
Arkansas
$412K -$4.97K -88 -1%
TWC
171
TD Waterhouse Canada
Ontario, Canada
$398K +$198K +3,499 +116%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$394K
II
173
Inspire Investing
Idaho
$384K +$11.1K +196 +3%
SG Americas Securities
174
SG Americas Securities
New York
$384K +$346K +6,129 New
MFA
175
Mayflower Financial Advisors
Massachusetts
$379K