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282 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $802K | Put options by funds: $41K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $3.01B → $3.74B (+$725M)

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

1.88% more ownership

Funds ownership: 89.1%90.97% (+1.9%)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 286282 (-4)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
85
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Callahan Advisors
Texas
$235K +$215K +2,871 New
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$233K +$213K +2,850 New
BCM
203
Bayesian Capital Management
New York
$232K +$212K +2,835 New
VF
204
Vista Finance
Missouri
$229K +$209K +2,802 New
VI
205
Vestcor Inc
New Brunswick, Canada
$227K
FRA
206
Frank Rimerman Advisors
California
$225K +$206K +2,750 New
CL
207
Choreo LLC
Illinois
$219K +$201K +2,683 New
WF
208
Welch & Forbes
Massachusetts
$217K +$198K +2,647 New
SG Americas Securities
209
SG Americas Securities
New York
$208K +$12.7K +170 +7%
ACH
210
ArrowMark Colorado Holdings
Colorado
$204K +$186K +2,492 New
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$182K +$39.6K +529 +31%
HNB
212
Huntington National Bank
Ohio
$182K +$14.3K +191 +9%
SWC
213
Spectrum Wealth Counsel
Indiana
$168K
KBC Group
214
KBC Group
Belgium
$165K +$35K +468 +30%
RI
215
Ridgewood Investments
New Jersey
$151K
US Bancorp
216
US Bancorp
Minnesota
$147K
TCOV
217
Trust Company of Vermont
Vermont
$135K
AB
218
Amalgamated Bank
New York
$134K -$3.74K -50 -3%
TRCT
219
Tower Research Capital (TRC)
New York
$130K -$85.1K -1,138 -42%
VWM
220
Venturi Wealth Management
Texas
$110K +$101K +1,350 New
Osaic Holdings
221
Osaic Holdings
Arizona
$99.6K -$160K -2,137 -64%
S
222
SignatureFD
Georgia
$72.9K -$5.23K -70 -7%
FGA
223
Fortis Group Advisors
New Jersey
$71.6K
Federated Hermes
224
Federated Hermes
Pennsylvania
$65.7K +$4.41K +59 +8%
AssetMark Inc
225
AssetMark Inc
California
$61.8K