259 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
201
Huntington National Bank
Ohio
$203K +$1.38K +22 +0.7%
ACC
202
Acorn Creek Capital
Colorado
$203K +$203K +3,250 New
Comerica Bank
203
Comerica Bank
Texas
$198K +$148K +2,362 +297%
ACM
204
Aquatic Capital Management
Illinois
$188K -$150K -2,400 -44%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$173K
ETC
206
Exchange Traded Concepts
Oklahoma
$172K +$172K +2,754 New
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$132K -$31.3K -500 -19%
TCOV
208
Trust Company of Vermont
Vermont
$122K
FGA
209
Fortis Group Advisors
New Jersey
$110K +$54.8K +875 +100%
US Bancorp
210
US Bancorp
Minnesota
$95.3K -$2.82K -45 -3%
Osaic Holdings
211
Osaic Holdings
Arizona
$74.7K -$54.8K -876 -42%
SAI
212
Systematic Alpha Investments
New Jersey
$70K
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.9K +$62.9K +1,005 New
AssetMark Inc
214
AssetMark Inc
California
$56.6K +$11.3K +180 +25%
Federated Hermes
215
Federated Hermes
Pennsylvania
$48.8K -$600K -9,589 -92%
S
216
SignatureFD
Georgia
$36.7K +$939 +15 +3%
KBC Group
217
KBC Group
Belgium
$34K
CSWM
218
Cassady Schiller Wealth Management
Ohio
$31.3K
AA
219
Ancora Advisors
Ohio
$31.3K
C
220
Covestor
United Kingdom
$30K -$41K -664 -58%
Citadel Advisors
221
Citadel Advisors
Florida
$27.5K -$180K -2,883 -87%
GFPC
222
Global Financial Private Client
Florida
$25.4K
FHA
223
First Horizon Advisors
Tennessee
$22.5K +$5.7K +91 +34%
SVCP
224
Silicon Valley Capital Partners
California
$18.3K
QL
225
Quarry LP
New York
$15.1K -$19.2K -307 -56%