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245 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

274% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $305K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 233245 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 88.33%87.84% (-0.48%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$86.9M)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% 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
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$135K
PMEF
202
Point72 Middle East FZE
United Arab Emirates
$131K -$316K -5,870 -70%
Osaic Holdings
203
Osaic Holdings
Arizona
$107K +$38.9K +722 +54%
TCOV
204
Trust Company of Vermont
Vermont
$101K
US Bancorp
205
US Bancorp
Minnesota
$81.3K -$1.99K -37 -2%
C
206
Covestor
United Kingdom
$60K -$216 -4 -0.3%
SAI
207
Systematic Alpha Investments
New Jersey
$58K
FGA
208
Fortis Group Advisors
New Jersey
$45.4K +$47.2K +875 New
TRCT
209
Tower Research Capital (TRC)
New York
$43.1K -$503K -9,332 -92%
Comerica Bank
210
Comerica Bank
Texas
$41.2K +$42.8K +794 New
AssetMark Inc
211
AssetMark Inc
California
$37.6K
S
212
SignatureFD
Georgia
$29.7K +$6.74K +125 +28%
QL
213
Quarry LP
New York
$28.5K +$29.6K +549 New
KBC Group
214
KBC Group
Belgium
$28K +$29.2K +542 New
AA
215
Ancora Advisors
Ohio
$25.9K
CSWM
216
Cassady Schiller Wealth Management
Ohio
$25.9K
GFPC
217
Global Financial Private Client
Florida
$20.8K
SVCP
218
Silicon Valley Capital Partners
California
$15.2K
Simplex Trading
219
Simplex Trading
Illinois
$15K +$16.4K +304 New
FHA
220
First Horizon Advisors
Tennessee
$13.9K
QCG
221
Quadrant Capital Group
Ohio
$10.4K -$1.19K -22 -10%
LC
222
Lindbrook Capital
California
$10.4K
EWA
223
EverSource Wealth Advisors
Alabama
$9.81K
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$7.47K +$7.76K +144 New
KFP
225
KB Financial Partners
New Jersey
$7K