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227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $638K | Put options by funds: $79K

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

14% more capital invested

Capital invested by funds: $1.93B → $2.21B (+$279M)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 228227 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
201
Brown Brothers Harriman & Co
New York
$18.5K
TWA
202
TCI Wealth Advisors
Arizona
$18K
FHA
203
First Horizon Advisors
Tennessee
$13.3K +$9.2K +191 +248%
LC
204
Lindbrook Capital
California
$9.95K +$385 +8 +4%
EWA
205
EverSource Wealth Advisors
Alabama
$9.35K +$9.1K +189 New
QCG
206
Quadrant Capital Group
Ohio
$7.03K -$3.08K -64 -31%
BAM
207
Belpointe Asset Management
Nevada
$7.03K
PMEF
208
Point72 Middle East FZE
United Arab Emirates
$6.78K +$3.85K +80 +140%
KFP
209
KB Financial Partners
New Jersey
$6K
PA
210
Parallel Advisors
California
$5.25K -$193 -4 -4%
ASN
211
Advisory Services Network
Georgia
$4.95K
PTC
212
Private Trust Company
Ohio
$4.21K +$4.09K +85 New
MCM
213
Manchester Capital Management
Vermont
$4.06K -$48 -1 -1%
BTI
214
Blue Trust Inc
Georgia
$4K +$3.08K +64 +206%
PPC
215
Park Place Capital
Alabama
$3.56K +$3.47K +72 New
FFA
216
Farther Finance Advisors
California
$1.93K
NA
217
NewEdge Advisors
Louisiana
$1.29K -$3.08K -64 -71%
CAL
218
Capital Advisors Ltd
Ohio
$1K
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$927
SC
220
Schubert & Co
Texas
$891
AAP
221
Arax Advisory Partners
Colorado
$891 +$867 +18 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$594 +$48 +1 +9%
BIA
223
Bell Investment Advisors
California
$545
SIC
224
SJS Investment Consulting
Ohio
$248 -$96 -2 -29%
DI
225
Disciplined Investments
Oklahoma
$198