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CBIZ
CBZ
CBZ
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: 5 → 6 (+1)
3% more funds holding
Funds holding: 269 → 276 (+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
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$52.1M |
| 3 |
JP Morgan Chase
New York
|
+$34.8M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$23.1M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
+$15.3M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$31.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30.5M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$27.1M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$25.9M |
| 5 |
PCP
P2 Capital Partners
New York
|
-$22.3M |
