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269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,708% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $149K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $2.99B → $3.55B (+$556M)

3% more funds holding

Funds holding: 260269 (+9)

5.53% less ownership

Funds ownership: 95.88%90.35% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 114

Holders
269
Holders Change
+9
Holders Change %
+3.46%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
114
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
X
201
Xponance
Pennsylvania
$227K +$201K +2,897 New
VI
202
Vestcor Inc
New Brunswick, Canada
$218K -$129K -1,850 -40%
ECM
203
ExodusPoint Capital Management
New York
$210K +$186K +2,675 New
SVWAG
204
Sound View Wealth Advisors Group
Georgia
$200K +$177K +2,550 New
SEC
205
Seven Eight Capital
New York
$200K +$177K +2,549 New
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$198K -$16.8K -242 -9%
NC
207
nVerses Capital
Florida
$173K +$153K +2,200 New
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$168K +$2.64K +38 +2%
IA
209
IFP Advisors
Florida
$167K +$148K +2,130 New
TRCT
210
Tower Research Capital (TRC)
New York
$133K -$875K -12,582 -88%
SG Americas Securities
211
SG Americas Securities
New York
$133K -$309K -4,439 -72%
TCOV
212
Trust Company of Vermont
Vermont
$130K -$20.9K -300 -15%
HFM
213
Harvest Fund Management
China
$128K +$113K +1,627 New
AB
214
Amalgamated Bank
New York
$127K -$369K -5,313 -77%
US Bancorp
215
US Bancorp
Minnesota
$124K +$3.89K +56 +4%
KBC Group
216
KBC Group
Belgium
$94K +$45.5K +655 +121%
Osaic Holdings
217
Osaic Holdings
Arizona
$78.3K -$13.6K -196 -16%
FGA
218
Fortis Group Advisors
New Jersey
$68.7K -$60.8K -875 -50%
AssetMark Inc
219
AssetMark Inc
California
$59.3K -$10.4K -150 -17%
C
220
Covestor
United Kingdom
$56K +$15.4K +221 +45%
WT
221
Whittier Trust
California
$54.4K +$48.2K +693 New
S
222
SignatureFD
Georgia
$47K +$834 +12 +2%
Federated Hermes
223
Federated Hermes
Pennsylvania
$40K -$18.7K -269 -35%
AA
224
Ancora Advisors
Ohio
$39.3K
CSWM
225
Cassady Schiller Wealth Management
Ohio
$39.3K