We are live on ! Find out more

227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $638K | Put options by funds: $79K

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

14% more capital invested

Capital invested by funds: $1.93B → $2.21B (+$279M)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 228227 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Moran Wealth Management
Florida
$225K -$64.7K -1,344 -23%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$218K +$212K +4,400 New
SMH
178
Sanders Morris Harris
Texas
$218K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$214K +$175K +3,634 +523%
AIP
180
Ameritas Investment Partners
Nebraska
$190K
HNB
181
Huntington National Bank
Ohio
$149K +$3.13K +65 +2%
SFM
182
Systematic Financial Management
New Jersey
$143K +$140K +2,898 New
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$133K
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$125K -$21.7K -451 -15%
TCOV
185
Trust Company of Vermont
Vermont
$105K
SOW
186
State of Wyoming
Wyoming
$104K +$79.9K +1,659 +382%
RI
187
Ridgewood Investments
New Jersey
$91.6K +$89.1K +1,850 New
US Bancorp
188
US Bancorp
Minnesota
$83.4K -$1.4K -29 -2%
TRCT
189
Tower Research Capital (TRC)
New York
$68K +$9.15K +190 +16%
Osaic Holdings
190
Osaic Holdings
Arizona
$62.3K +$2.55K +53 +4%
ACM
191
Aquatic Capital Management
Illinois
$59K +$57.8K +1,200 New
SAI
192
Systematic Alpha Investments
New Jersey
$55.3K +$53.9K +1,118 New
PI
193
PineBridge Investments
New York
$37.4K
AssetMark Inc
194
AssetMark Inc
California
$35.9K +$34.9K +725 New
QT
195
Quantbot Technologies
New York
$32.9K -$432K -8,959 -93%
AA
196
Ancora Advisors
Ohio
$24.7K
CSWM
197
Cassady Schiller Wealth Management
Ohio
$24.7K
C
198
Covestor
United Kingdom
$24K +$8.38K +174 +55%
S
199
SignatureFD
Georgia
$22.9K +$8.43K +175 +61%
GFPC
200
Global Financial Private Client
Florida
$20.2K