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269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,708% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $149K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $2.99B → $3.55B (+$556M)

3% more funds holding

Funds holding: 260269 (+9)

5.53% less ownership

Funds ownership: 95.88%90.35% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 114

Holders
269
Holders Change
+9
Holders Change %
+3.46%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
114
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$353K -$125K -1,799 -29%
KCPG
177
Kavar Capital Partners Group
Kansas
$336K +$298K +4,285 New
Stifel Financial
178
Stifel Financial
Missouri
$323K +$52.4K +754 +22%
CG
179
Cynosure Group
Utah
$317K +$281K +4,035 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$312K -$17.4K -250 -6%
BFG
181
Bleakley Financial Group
New Jersey
$298K -$695 -10 -0.3%
SW
182
Simplicity Wealth
New Jersey
$298K +$264K +3,795 New
AC
183
Aristides Capital
Kentucky
$298K +$264K +3,793 New
HNB
184
Huntington National Bank
Ohio
$294K +$34.2K +492 +15%
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$292K
Comerica Bank
186
Comerica Bank
Texas
$292K +$39.1K +563 +18%
I
187
InceptionR
California
$285K +$252K +3,628 New
Prudential Financial
188
Prudential Financial
New Jersey
$284K -$15.6K -225 -6%
GT
189
Glenmede Trust
Pennsylvania
$282K -$2.23K -32 -0.9%
FAM
190
Flaharty Asset Management
Florida
$274K
SMH
191
Sanders Morris Harris
Texas
$267K +$236K +3,400 New
WF
192
Welch & Forbes
Massachusetts
$266K
XT
193
XTX Topco
Cayman Islands
$260K +$231K +3,316 New
CIA
194
Compass Ion Advisors
Pennsylvania
$259K
PFPT
195
Pinnacle Financial Partners (Tennessee)
Tennessee
$247K +$218K +3,142 New
Lazard Asset Management
196
Lazard Asset Management
New York
$238K -$539K -7,755 -72%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$236K -$349K -5,019 -62%
CSI
198
Cross Staff Investments
New York
$236K +$209K +3,000 New
OWA
199
One Wealth Advisors
California
$233K +$207K +2,973 New
ACM
200
Advisors Capital Management
New Jersey
$228K +$202K +2,900 New