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187 hedge funds and large institutions have $1.86B invested in CBIZ in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more funds holding

Funds holding: 173187 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 90.47%89.06% (-1.4%)

6% less capital invested

Capital invested by funds: $1.98B → $1.86B (-$118M)

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
52
Reduced
79
Closed
11
Calls
$208K
Puts
Net Calls
+$208K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
176
KB Financial Partners
New Jersey
$6K -$3.56K -88 -36%
QCG
177
Quadrant Capital Group
Ohio
$6K +$121 +3 +2%
PA
178
Parallel Advisors
California
$4K -$2.18K -54 -35%
CA
179
Crewe Advisors
Utah
$3K +$3.43K +85 New
IA
180
IFP Advisors
Florida
$2K
MCM
181
Manchester Capital Management
Vermont
$2K +$1.33K +33 +194%
LC
182
Lindbrook Capital
California
$1K -$81 -2 -5%
BTI
183
Blue Trust Inc
Georgia
$1K +$1.25K +31 New
Aviva
184
Aviva
United Kingdom
-$1.56M -37,096 Closed
SG Americas Securities
185
SG Americas Securities
New York
-$890K -21,196 Closed
CCPM
186
Cooper Creek Partners Management
New York
-$842K -20,055 Closed
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
-$550K -13,109 Closed
GHA
188
GW Henssler & Associates
Georgia
-$419K -9,982 Closed
GAM
189
Gotham Asset Management
New York
-$264K -6,290 Closed
PP
190
Paloma Partners
Connecticut
-$242K -5,755 Closed
PI
191
PEAK6 Investments
Illinois
-$79K -1,874 Closed
SOW
192
State of Wyoming
Wyoming
-$53K -1,255 Closed
ACM
193
Aquatic Capital Management
Illinois
-$17K -400 Closed
C
194
Covestor
United Kingdom
-$202 -5 -42%
DI
195
Disciplined Investments
Oklahoma
+$121 +3 New
JWA
196
JFS Wealth Advisors
Pennsylvania
+$283 +7 New
SC
197
Schubert & Co
Texas
+$364 +9 New
SFG
198
Steward Financial Group
Texas
+$364 +9 New