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160 hedge funds and large institutions have $1.51B invested in CBIZ in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 88.71%88.34% (-0.37%)

3% less capital invested

Capital invested by funds: $1.55B → $1.51B (-$38.7M)

5% less funds holding

Funds holding: 168160 (-8)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
53
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
-$1K -43 Closed
DA
177
Denali Advisors
California
-$1K -39 Closed
MCM
178
Manchester Capital Management
Vermont
+$488 +15 New