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260 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
176
Cresset Asset Management
Illinois
$377K +$41.3K +731 +14%
GAM
177
Gotham Asset Management
New York
$371K -$69.6K -1,233 -17%
SAM
178
Sawgrass Asset Management
Florida
$368K -$11K -194 -3%
SOW
179
State of Wyoming
Wyoming
$364K +$46.2K +818 +16%
Mariner
180
Mariner
Kansas
$354K +$1.19K +21 +0.4%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$334K -$1.3K -23 -0.4%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$330K -$2.82K -50 -0.9%
MWM
183
Moran Wealth Management
Florida
$319K +$10.7K +189 +4%
AIP
184
Ameritas Investment Partners
Nebraska
$311K +$11.3K +200 +4%
VI
185
Vestcor Inc
New Brunswick, Canada
$289K
PTC
186
Petrus Trust Company
Texas
$283K
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$282K +$255K +4,509 New
BHCM
188
Brevan Howard Capital Management
Jersey
$275K +$248K +4,400 New
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
$266K -$41K -727 -15%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$264K -$9.09K -161 -4%
AG
191
Algert Global
California
$262K +$237K +4,190 New
Prudential Financial
192
Prudential Financial
New Jersey
$240K +$217K +3,841 New
BFG
193
Bleakley Financial Group
New Jersey
$238K +$215K +3,805 New
SS
194
Simplicity Solutions
Minnesota
$238K +$215K +3,805 New
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$233K +$210K +3,720 New
GT
196
Glenmede Trust
Pennsylvania
$227K -$1.32M -23,340 -87%
FAM
197
Flaharty Asset Management
Florida
$219K
SPS
198
Susquehanna Portfolio Strategies
Pennsylvania
$214K +$193K +3,419 New
WF
199
Welch & Forbes
Massachusetts
$212K +$191K +3,383 New
Stifel Financial
200
Stifel Financial
Missouri
$210K +$190K +3,360 New