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CBIZ
CBZ

Overview Fund Activity

244 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K

Top Buyers

1
PFM
1
Premier Fund Managers
United Kingdom
$32.4M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$24.4M
3
Public Employees Retirement Association of Colorado
3
Public Employees Retirement Association of Colorado
Colorado
$13.4M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$106M
5
B
5
BloombergSen
Ontario, Canada
$53.4M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$55.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$42.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$132M
4
SAM
4
Silvercrest Asset Management
New York
$57.4M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
226
Private Trust Company
Ohio
$4.41K – – –
MCM
227
Manchester Capital Management
Vermont
$4.26K – – –
PPC
228
Park Place Capital
Alabama
$3.74K – – –
FFA
229
Farther Finance Advisors
California
$2.28K +$260 +5 +13%
NA
230
NewEdge Advisors
Louisiana
$1.35K – – –
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$260 +5 +29%
CAL
232
Capital Advisors Ltd
Ohio
$1K – – –
SFG
233
Steward Financial Group
Texas
$1K +$1K +25 New
AAP
234
Arax Advisory Partners
Colorado
$935 – – –
CFGS
235
Concourse Financial Group Securities
Alabama
$726 +$726 +14 New
JWA
236
JFS Wealth Advisors
Pennsylvania
$675 +$52 +1 +8%
BIA
237
Bell Investment Advisors
California
$571 – – –
SIC
238
SJS Investment Consulting
Ohio
$416 +$52 +1 +14%
AF
239
Advisornet Financial
Minnesota
$311 +$52 +1 +20%
VCM
240
Versant Capital Management
Arizona
$260 – – –
BF
241
BOK Financial
Oklahoma
$260 +$260 +5 New
GRP
242
Global Retirement Partners
California
$157 +$157 +3 New
TWP
243
TFO Wealth Partners
Ohio
$53 – – –
GI
244
Gradient Investments
Minnesota
$52 – – –
CM
245
Castleark Management
Illinois
– -$4.83M -90,730 Closed
Aviva
246
Aviva
United Kingdom
– -$1.44M -27,009 Closed
IMRF
247
Illinois Municipal Retirement Fund
Illinois
– -$911K -17,096 Closed
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
– -$862K -16,176 Closed
SIA
249
SkyView Investment Advisors
New Jersey
– -$831K -15,598 Closed
EI
250
EAM Investors
California
– -$770K -14,457 Closed
7 8 9
10
11