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228 hedge funds and large institutions have $1.93B invested in CBIZ in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 88.79%87.97% (-0.82%)

1% less capital invested

Capital invested by funds: $1.95B → $1.93B (-$23.2M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $397K | Put options by funds: $562K

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
69
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Petrus Trust Company
Texas
$241K +$244K +5,142 New
II
177
Inspire Investing
Idaho
$235K +$7.46K +157 +3%
MFA
178
Mayflower Financial Advisors
Massachusetts
$234K +$238K +5,000 New
VI
179
Vestcor Inc
New Brunswick, Canada
$217K
SMH
180
Sanders Morris Harris
Texas
$206K +$209K +4,400 New
AIP
181
Ameritas Investment Partners
Nebraska
$181K
Dimensional Fund Advisors
182
Dimensional Fund Advisors
Texas
$164K -$2.69M -56,573 -2%
OWA
183
One Wealth Advisors
California
$142K +$145K +3,041 New
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$140K +$6.7K +141 +5%
HNB
185
Huntington National Bank
Ohio
$138K -$475 -10 -0.3%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$126K
PI
187
PEAK6 Investments
Illinois
$111K -$50.8K -1,068 -31%
TCOV
188
Trust Company of Vermont
Vermont
$99.6K -$17.8K -375 -15%
US Bancorp
189
US Bancorp
Minnesota
$80.3K -$2.76K -58 -3%
MCC
190
Money Concepts Capital
Florida
$64.9K +$65.9K +1,386 New
Osaic Holdings
191
Osaic Holdings
Arizona
$56.6K +$32.1K +675 +127%
DFCM
192
Dark Forest Capital Management
Puerto Rico
$55.2K -$97.7K -2,056 -64%
TRCT
193
Tower Research Capital (TRC)
New York
$55K -$101K -2,127 -64%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$52K -$3.99K -84 -7%
MSCM
195
McElhenny Sheffield Capital Management
Texas
$46.9K +$47.5K +1,000 New
PI
196
PineBridge Investments
New York
$35.4K
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$32.6K +$2.95K +62 +10%
CSWM
198
Cassady Schiller Wealth Management
Ohio
$23.4K +$23.8K +500 New
AA
199
Ancora Advisors
Ohio
$23K
SOW
200
State of Wyoming
Wyoming
$20.3K -$87.6K -1,844 -81%