244 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Shares
Change %
PMEF
201
Point72 Middle East FZE
United Arab Emirates
$131K -$305K -5,870 -70%
Osaic Holdings
202
Osaic Holdings
Arizona
$107K +$37.5K +722 +54%
TCOV
203
Trust Company of Vermont
Vermont
$101K
US Bancorp
204
US Bancorp
Minnesota
$81.3K -$1.92K -37 -2%
C
205
Covestor
United Kingdom
$60K -$209 -4 -0.3%
SAI
206
Systematic Alpha Investments
New Jersey
$58K
FGA
207
Fortis Group Advisors
New Jersey
$45.4K +$45.4K +875 New
TRCT
208
Tower Research Capital (TRC)
New York
$43.1K -$484K -9,332 -92%
Comerica Bank
209
Comerica Bank
Texas
$41.2K +$41.2K +794 New
AssetMark Inc
210
AssetMark Inc
California
$37.6K
S
211
SignatureFD
Georgia
$29.7K +$6.49K +125 +28%
QL
212
Quarry LP
New York
$28.5K +$28.5K +549 New
KBC Group
213
KBC Group
Belgium
$28K +$28K +542 New
AA
214
Ancora Advisors
Ohio
$26K
CSWM
215
Cassady Schiller Wealth Management
Ohio
$26K
GFPC
216
Global Financial Private Client
Florida
$20.8K
SVCP
217
Silicon Valley Capital Partners
California
$15.2K
Simplex Trading
218
Simplex Trading
Illinois
$15K +$15K +304 New
FHA
219
First Horizon Advisors
Tennessee
$13.9K
QCG
220
Quadrant Capital Group
Ohio
$10.4K -$1.14K -22 -10%
LC
221
Lindbrook Capital
California
$10.4K
EWA
222
EverSource Wealth Advisors
Alabama
$9.81K
Mitsubishi UFJ Asset Management
223
Mitsubishi UFJ Asset Management
Japan
$7.47K +$7.47K +144 New
KFP
224
KB Financial Partners
New Jersey
$7K
PA
225
Parallel Advisors
California
$5.14K