We are live on ! Find out more

228 hedge funds and large institutions have $1.93B invested in CBIZ in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 88.79%87.97% (-0.82%)

1% less capital invested

Capital invested by funds: $1.95B → $1.93B (-$23.2M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $397K | Put options by funds: $562K

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
69
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
201
Global Financial Private Client
Florida
$19K
BBHC
202
Brown Brothers Harriman & Co
New York
$17.5K
TWA
203
TCI Wealth Advisors
Arizona
$17.1K +$48 +1 +0.3%
C
204
Covestor
United Kingdom
$15K +$14.6K +308 +5,133%
S
205
SignatureFD
Georgia
$13.5K +$1.76K +37 +15%
QCG
206
Quadrant Capital Group
Ohio
$9.65K +$1.14K +24 +13%
LC
207
Lindbrook Capital
California
$9.04K +$6.56K +138 +251%
BAM
208
Belpointe Asset Management
Nevada
$6.65K +$6.75K +142 New
KFP
209
KB Financial Partners
New Jersey
$6K -$1.47K -31 -20%
PA
210
Parallel Advisors
California
$5.15K +$523 +11 +11%
ASN
211
Advisory Services Network
Georgia
$4.68K +$4.75K +100 New
MCM
212
Manchester Capital Management
Vermont
$3.89K +$856 +18 +28%
FHA
213
First Horizon Advisors
Tennessee
$3.61K +$3.66K +77 New
NA
214
NewEdge Advisors
Louisiana
$3K +$4.28K +90 New
PMEF
215
Point72 Middle East FZE
United Arab Emirates
$2.67K +$2.71K +57 New
IA
216
IFP Advisors
Florida
$2K
PAG
217
Private Advisor Group
New Jersey
$1.98K
FFA
218
Farther Finance Advisors
California
$1.83K +$1.85K +39 New
EI
219
Ellevest Inc
New York
$1.03K
BTI
220
Blue Trust Inc
Georgia
$1K
CAL
221
Capital Advisors Ltd
Ohio
$1K
SC
222
Schubert & Co
Texas
$843 -$95 -2 -10%
BIA
223
Bell Investment Advisors
California
$515
JWA
224
JFS Wealth Advisors
Pennsylvania
$515
SIC
225
SJS Investment Consulting
Ohio
$328 +$238 +5 +250%