259 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, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
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
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
176
Gotham Asset Management
New York
$371K -$77.2K -1,233 -17%
SAM
177
Sawgrass Asset Management
Florida
$368K -$12.1K -194 -3%
SOW
178
State of Wyoming
Wyoming
$364K +$51.2K +818 +16%
Mariner
179
Mariner
Kansas
$354K +$1.31K +21 +0.4%
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$334K -$1.44K -23 -0.4%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$330K -$3.13K -50 -0.9%
MWM
182
Moran Wealth Management
Florida
$319K +$11.8K +189 +4%
AIP
183
Ameritas Investment Partners
Nebraska
$311K +$12.5K +200 +4%
VI
184
Vestcor Inc
New Brunswick, Canada
$289K
PTC
185
Petrus Trust Company
Texas
$283K
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$282K +$282K +4,509 New
BHCM
187
Brevan Howard Capital Management
Jersey
$275K +$275K +4,400 New
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$266K -$45.5K -727 -15%
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$264K -$10.1K -161 -4%
AG
190
Algert Global
California
$262K +$262K +4,190 New
Prudential Financial
191
Prudential Financial
New Jersey
$240K +$240K +3,841 New
SS
192
Simplicity Solutions
Minnesota
$238K +$238K +3,805 New
BFG
193
Bleakley Financial Group
New Jersey
$238K +$238K +3,805 New
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$233K +$233K +3,720 New
GT
195
Glenmede Trust
Pennsylvania
$227K -$1.46M -23,340 -87%
FAM
196
Flaharty Asset Management
Florida
$219K
SPS
197
Susquehanna Portfolio Strategies
Pennsylvania
$214K +$214K +3,419 New
WF
198
Welch & Forbes
Massachusetts
$212K +$212K +3,383 New
Stifel Financial
199
Stifel Financial
Missouri
$210K +$210K +3,360 New
CIA
200
Compass Ion Advisors
Pennsylvania
$206K -$37.6K -600 -15%