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CBIZ
CBZ

Overview Fund Activity

268 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, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
3.89%
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
113
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$246M
2
Select Equity Group
Select Equity Group
New York
$99M
3
Vanguard Group
Vanguard Group
Pennsylvania
$291M
4
Capital World Investors
Capital World Investors
California
$40.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
PCP
P2 Capital Partners
New York
$110M
3
Victory Capital Management
Victory Capital Management
Texas
$3.4M
4
Macquarie Group
Macquarie Group
Australia
$44.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
226
Global Financial Private Client
Florida
$31.6K – – –
VAG
227
VisionPoint Advisory Group
Texas
$30.9K +$11.9K +152 +63%
FHA
228
First Horizon Advisors
Tennessee
$23.5K -$4.63K -59 -16%
SVCP
229
Silicon Valley Capital Partners
California
$23K – – –
ME
230
McIlrath & Eck
Washington
$19.2K +$14.6K +186 +321%
SWS
231
SYSTM Wealth Solutions
Illinois
$18.8K +$1.81K +23 +11%
QCG
232
Quadrant Capital Group
Ohio
$15.9K -$79 -1 -0.5%
EWA
233
EverSource Wealth Advisors
Alabama
$15.7K +$1.57K +22 +11%
LC
234
Lindbrook Capital
California
$14.8K – – –
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$14.5K – – –
PA
236
Parallel Advisors
California
$13.1K +$8.32K +106 +174%
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$11.3K – – –
PS
238
Principal Securities
Iowa
$8.64K – – –
PPC
239
Park Place Capital
Alabama
$8.16K -$1.81K -23 -18%
FFA
240
Farther Finance Advisors
California
$7.09K +$389 +5 +6%
QL
241
Quarry LP
New York
$6.2K -$12.8K -163 -67%
CA
242
Crewe Advisors
Utah
$6.05K – – –
MG
243
Mather Group
Illinois
$5.63K +$5.63K +90 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$4.98K +$4.98K +64 New
GI
245
GAMMA Investing
California
$4.87K +$1.18K +15 +32%
CFD
246
Creative Financial Designs
Indiana
$4.32K +$4.32K +55 New
MCM
247
Manchester Capital Management
Vermont
$3.61K – – –
W
248
WealthCollab
Washington
$3.53K – – –
HCP
249
Hexagon Capital Partners
Arkansas
$3.3K +$3.3K +42 New
AWM
250
Avior Wealth Management
Nebraska
$3.22K +$3.22K +41 New
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