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276 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,843% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $7K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 269276 (+7)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

0.77% more ownership

Funds ownership: 90.35%91.12% (+0.77%)

5% less capital invested

Capital invested by funds: $3.55B → $3.38B (-$163M)

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
Thoroughbred Financial Services
Tennessee
$247K +$253K +3,342 New
TWCA
202
Two West Capital Advisors
Kansas
$246K +$251K +3,317 New
PFPT
203
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K
X
204
Xponance
Pennsylvania
$225K +$10.7K +142 +5%
DekaBank Deutsche Girozentrale
205
DekaBank Deutsche Girozentrale
Germany
$223K
CSI
206
Cross Staff Investments
New York
$222K
ACM
207
Advisors Capital Management
New Jersey
$215K
NRD
208
Nebula Research & Development
New York
$212K +$216K +2,862 New
EGM
209
Engineers Gate Manager
New York
$211K +$215K +2,843 New
VI
210
Vestcor Inc
New Brunswick, Canada
$206K
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$203K +$207K +2,738 New
OWA
212
One Wealth Advisors
California
$200K -$2.04K -27 -0.9%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$161K +$2.72K +36 +2%
IA
214
IFP Advisors
Florida
$158K
Osaic Holdings
215
Osaic Holdings
Arizona
$155K +$83.2K +1,101 +110%
HNB
216
Huntington National Bank
Ohio
$150K -$130K -1,717 -46%
RI
217
Ridgewood Investments
New Jersey
$137K +$140K +1,850 New
AB
218
Amalgamated Bank
New York
$125K +$4.99K +66 +4%
TCOV
219
Trust Company of Vermont
Vermont
$122K
US Bancorp
220
US Bancorp
Minnesota
$115K -$2.34K -31 -2%
KBC Group
221
KBC Group
Belgium
$89K
PMAM
222
Picton Mahoney Asset Management
Ontario, Canada
$82K +$82.7K +1,095 New
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.5K +$75.9K +1,005 New
Bank Julius Baer & Co
224
Bank Julius Baer & Co
Switzerland
$72.8K +$66.7K +882 New
FGA
225
Fortis Group Advisors
New Jersey
$64.8K