We are live on ! Find out more

260 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, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,082% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $244K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $2.27B → $2.99B (+$719M)

8.04% more ownership

Funds ownership: 87.84%95.88% (+8%)

6% more funds holding

Funds holding: 245260 (+15)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.79%
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
93
Closed
18
Calls
$2.88M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Compass Ion Advisors
Pennsylvania
$206K -$33.9K -600 -15%
HNB
202
Huntington National Bank
Ohio
$203K +$1.24K +22 +0.7%
ACC
203
Acorn Creek Capital
Colorado
$203K +$183K +3,250 New
Comerica Bank
204
Comerica Bank
Texas
$198K +$133K +2,362 +297%
ACM
205
Aquatic Capital Management
Illinois
$188K -$136K -2,400 -44%
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$173K
ETC
207
Exchange Traded Concepts
Oklahoma
$172K +$155K +2,754 New
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$132K -$28.2K -500 -19%
TCOV
209
Trust Company of Vermont
Vermont
$122K
FGA
210
Fortis Group Advisors
New Jersey
$110K +$49.4K +875 +100%
US Bancorp
211
US Bancorp
Minnesota
$95.3K -$2.54K -45 -3%
Osaic Holdings
212
Osaic Holdings
Arizona
$74.7K -$49.5K -876 -42%
SAI
213
Systematic Alpha Investments
New Jersey
$70K
JFGIW
214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.9K +$56.7K +1,005 New
AssetMark Inc
215
AssetMark Inc
California
$56.6K +$10.2K +180 +25%
Federated Hermes
216
Federated Hermes
Pennsylvania
$48.8K -$541K -9,589 -92%
S
217
SignatureFD
Georgia
$36.7K +$847 +15 +3%
KBC Group
218
KBC Group
Belgium
$34K
AA
219
Ancora Advisors
Ohio
$31.3K
CSWM
220
Cassady Schiller Wealth Management
Ohio
$31.3K
C
221
Covestor
United Kingdom
$30K -$37.5K -664 -58%
Citadel Advisors
222
Citadel Advisors
Florida
$27.5K -$163K -2,883 -87%
GFPC
223
Global Financial Private Client
Florida
$25.4K
FHA
224
First Horizon Advisors
Tennessee
$22.5K +$5.14K +91 +34%
SVCP
225
Silicon Valley Capital Partners
California
$18.3K