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245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
I
176
InceptionR
California
$285K +$295K +5,483 New
ACM
177
Aquatic Capital Management
Illinois
$280K +$291K +5,400 New
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$278K +$289K +5,358 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$276K +$40.3K +747 +16%
CAM
180
Cresset Asset Management
Illinois
$275K +$42.4K +787 +17%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$268K -$24.7K -458 -8%
SOW
182
State of Wyoming
Wyoming
$259K +$95.2K +1,767 +55%
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
$258K +$42.6K +790 +19%
MWM
184
Moran Wealth Management
Florida
$255K -$28.4K -527 -10%
AIP
185
Ameritas Investment Partners
Nebraska
$247K +$50.1K +929 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
186
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$242K -$953K -17,676 -79%
ECM
187
ExodusPoint Capital Management
New York
$241K +$250K +4,648 New
VI
188
Vestcor Inc
New Brunswick, Canada
$240K
HF
189
HRT Financial
New York
$239K +$249K +4,614 New
PTC
190
Petrus Trust Company
Texas
$234K -$13.4K -249 -5%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$227K +$13.8K +257 +6%
AIM
192
Aigen Investment Management
New York
$219K -$99.8K -1,852 -30%
CIA
193
Compass Ion Advisors
Pennsylvania
$202K +$210K +3,897 New
KeyBank National Association
194
KeyBank National Association
Ohio
$202K -$112K -2,070 -35%
FAM
195
Flaharty Asset Management
Florida
$181K +$188K +3,492 New
Citadel Advisors
196
Citadel Advisors
Florida
$172K -$427K -7,925 -70%
HNB
197
Huntington National Bank
Ohio
$168K -$970 -18 -0.6%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$155K
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
$143K +$9.05K +168 +6%
Point72 Asset Management
200
Point72 Asset Management
Connecticut
$140K +$146K +2,700 New