232 hedge funds and large institutions have $2.36B invested in CBIZ in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
83
Closed
17
Calls
$709K
Puts
$224K
Net Calls
+$485K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$38.6K
QT
202
Quantbot Technologies
New York
$36K +$639 +12 +2%
AA
203
Ancora Advisors
Ohio
$26.6K
CSWM
204
Cassady Schiller Wealth Management
Ohio
$26.6K
S
205
SignatureFD
Georgia
$23.8K -$852 -16 -3%
GFPC
206
Global Financial Private Client
Florida
$21.8K
BBHC
207
Brown Brothers Harriman & Co
New York
$19.9K
SVCP
208
Silicon Valley Capital Partners
California
$15.6K +$15.6K +293 New
FHA
209
First Horizon Advisors
Tennessee
$14.3K
QCG
210
Quadrant Capital Group
Ohio
$11.9K +$4.32K +81 +57%
LC
211
Lindbrook Capital
California
$10.7K
EWA
212
EverSource Wealth Advisors
Alabama
$10.1K
KFP
213
KB Financial Partners
New Jersey
$7K
PA
214
Parallel Advisors
California
$5.28K -$373 -7 -7%
PTC
215
Private Trust Company
Ohio
$4.53K
MCM
216
Manchester Capital Management
Vermont
$4.37K
HIM
217
Hillsdale Investment Management
Ontario, Canada
$4.26K -$923K -17,320 -100%
CI Investments Inc
218
CI Investments Inc
Ontario, Canada
$4K +$4K +68 New
PPC
219
Park Place Capital
Alabama
$3.84K
FFA
220
Farther Finance Advisors
California
$2.08K
NA
221
NewEdge Advisors
Louisiana
$1.39K
CAL
222
Capital Advisors Ltd
Ohio
$1K
AAP
223
Arax Advisory Partners
Colorado
$960
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$906 +$906 +17 New
JWA
225
JFS Wealth Advisors
Pennsylvania
$640