227 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, 68 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+19
Holders Change %
+9.13%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
68
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
201
Brown Brothers Harriman & Co
New York
$17.5K
TWA
202
TCI Wealth Advisors
Arizona
$17.1K +$47 +1 +0.3%
C
203
Covestor
United Kingdom
$15K +$14.7K +308 +5,133%
S
204
SignatureFD
Georgia
$13.5K +$1.73K +37 +15%
QCG
205
Quadrant Capital Group
Ohio
$9.65K +$1.12K +24 +13%
LC
206
Lindbrook Capital
California
$9.04K +$6.47K +138 +251%
BAM
207
Belpointe Asset Management
Nevada
$6.65K +$6.65K +142 New
KFP
208
KB Financial Partners
New Jersey
$6K -$1.48K -31 -20%
PA
209
Parallel Advisors
California
$5.15K +$515 +11 +11%
ASN
210
Advisory Services Network
Georgia
$4.69K +$4.69K +100 New
MCM
211
Manchester Capital Management
Vermont
$3.89K +$843 +18 +28%
FHA
212
First Horizon Advisors
Tennessee
$3.61K +$3.61K +77 New
NA
213
NewEdge Advisors
Louisiana
$3K +$3K +90 New
PMEF
214
Point72 Middle East FZE
United Arab Emirates
$2.67K +$2.67K +57 New
IA
215
IFP Advisors
Florida
$2K
PAG
216
Private Advisor Group
New Jersey
$1.98K
FFA
217
Farther Finance Advisors
California
$1.83K +$1.83K +39 New
EI
218
Ellevest Inc
New York
$1.03K
CAL
219
Capital Advisors Ltd
Ohio
$1K
BTI
220
Blue Trust Inc
Georgia
$1K
SC
221
Schubert & Co
Texas
$843 -$94 -2 -10%
JWA
222
JFS Wealth Advisors
Pennsylvania
$515
BIA
223
Bell Investment Advisors
California
$515
SIC
224
SJS Investment Consulting
Ohio
$328 +$234 +5 +250%
DI
225
Disciplined Investments
Oklahoma
$187