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282 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $802K | Put options by funds: $41K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $3.01B → $3.74B (+$725M)

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

1.88% more ownership

Funds ownership: 89.1%90.97% (+1.9%)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 286282 (-4)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
85
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
CBIZ Investment Advisory Services
Ohio
$359K -$74.8K -1,000 -19%
GT
177
Glenmede Trust
Pennsylvania
$345K -$15.4K -206 -5%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$344K -$38.8K -519 -11%
KCPG
179
Kavar Capital Partners Group
Kansas
$336K -$13.5K -180 -4%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$332K -$46.5K -622 -13%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$321K -$150 -2 -0.1%
CGIM
182
Cannon Global Investment Management
Florida
$319K -$531K -7,100 -65%
BFG
183
Bleakley Financial Group
New Jersey
$308K -$1.12K -15 -0.4%
SA
184
Sanctuary Advisors
Indiana
$307K -$25.6K -342 -9%
BPC
185
Bryce Point Capital
New York
$288K +$263K +3,524 New
FAM
186
Flaharty Asset Management
Florida
$286K
X
187
Xponance
Pennsylvania
$280K +$22.4K +299 +10%
LCM
188
Landscape Capital Management
New Jersey
$279K +$255K +3,414 New
SMH
189
Sanders Morris Harris
Texas
$279K
SAM
190
Sawgrass Asset Management
Florida
$273K -$85K -1,137 -25%
TFS
191
Thoroughbred Financial Services
Tennessee
$273K
CIA
192
Compass Ion Advisors
Pennsylvania
$270K
PFPT
193
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K
Prudential Financial
194
Prudential Financial
New Jersey
$256K -$4.93K -66 -2%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$248K
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$247K
CSI
197
Cross Staff Investments
New York
$245K
OWA
198
One Wealth Advisors
California
$240K +$219K +2,929 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$240K +$219K +2,927 New
ACM
200
Advisors Capital Management
New Jersey
$237K +$217K +2,900 New