227 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, 68 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+19
Holders Change %
+9.13%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
68
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Shares
Change %
II
176
Inspire Investing
Idaho
$235K +$7.36K +157 +3%
MFA
177
Mayflower Financial Advisors
Massachusetts
$234K +$234K +5,000 New
VI
178
Vestcor Inc
New Brunswick, Canada
$217K
SMH
179
Sanders Morris Harris
Texas
$206K +$206K +4,400 New
AIP
180
Ameritas Investment Partners
Nebraska
$181K
Dimensional Fund Advisors
181
Dimensional Fund Advisors
Texas
$164K -$2.65K -56,573 -2%
OWA
182
One Wealth Advisors
California
$142K +$142K +3,041 New
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$140K +$6.61K +141 +5%
HNB
184
Huntington National Bank
Ohio
$138K -$469 -10 -0.3%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$126K
PI
186
PEAK6 Investments
Illinois
$111K -$50K -1,068 -31%
TCOV
187
Trust Company of Vermont
Vermont
$99.6K -$17.6K -375 -15%
US Bancorp
188
US Bancorp
Minnesota
$80.3K -$2.72K -58 -3%
MCC
189
Money Concepts Capital
Florida
$64.9K +$64.9K +1,386 New
Osaic Holdings
190
Osaic Holdings
Arizona
$56.6K +$31.7K +675 +127%
DFCM
191
Dark Forest Capital Management
Puerto Rico
$55.2K -$96.3K -2,056 -64%
TRCT
192
Tower Research Capital (TRC)
New York
$55K -$99.4K -2,127 -64%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$52K -$3.92K -84 -7%
MSCM
194
McElhenny Sheffield Capital Management
Texas
$46.9K +$46.9K +1,000 New
PI
195
PineBridge Investments
New York
$35.4K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$32.6K +$2.91K +62 +10%
CSWM
197
Cassady Schiller Wealth Management
Ohio
$23.4K +$23.4K +500 New
AA
198
Ancora Advisors
Ohio
$23K
SOW
199
State of Wyoming
Wyoming
$20.3K -$86.4K -1,844 -81%
GFPC
200
Global Financial Private Client
Florida
$19K