CBZ icon

CBIZ
CBZ

Overview Fund Activity

283 hedge funds and large institutions have $3B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+8
Holders Change %
+2.91%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
108
Reduced
71
Closed
37
Calls
$733K
Puts
$20K
Net Calls
+$713K
Net Calls Change
-$606K

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$121M
2
GCM
2
Geneva Capital Management
Wisconsin
$19M
3
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$19.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$210M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$9.06M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$13.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$54.6M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
226
Acadian Asset Management
Massachusetts
$72K +$72K +1,071 New
S
227
SignatureFD
Georgia
$64.7K +$23.1K +344 +56%
FGA
228
Fortis Group Advisors
New Jersey
$58.9K – – –
AssetMark Inc
229
AssetMark Inc
California
$50.8K – – –
NB
230
NBT Bank
New York
$50.5K +$50.5K +750 New
Federated Hermes
231
Federated Hermes
Pennsylvania
$50.1K +$17.6K +261 +54%
IA
232
IFP Advisors
Florida
$39K -$104K -1,551 -73%
AA
233
Ancora Advisors
Ohio
$33.6K – – –
TC
234
Trust Company
Kansas
$33.6K – – –
CSWM
235
Cassady Schiller Wealth Management
Ohio
$33.6K – – –
GFPC
236
Global Financial Private Client
Florida
$27.3K – – –
C
237
Covestor
United Kingdom
$25K -$16.3K -244 -39%
SAM
238
Smartleaf Asset Management
Massachusetts
$24.6K +$14.4K +216 +142%
SVCP
239
Silicon Valley Capital Partners
California
$19.7K – – –
FHA
240
First Horizon Advisors
Tennessee
$18.9K -$538 -8 -3%
AAP
241
Arax Advisory Partners
Colorado
$15.8K -$606 -9 -4%
EWA
242
EverSource Wealth Advisors
Alabama
$14.9K -$1.28K -19 -8%
QCG
243
Quadrant Capital Group
Ohio
$13.9K – – –
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$13.6K -$67 -1 -0.5%
LC
245
Lindbrook Capital
California
$13.3K +$538 +8 +4%
ME
246
McIlrath & Eck
Washington
$12.8K -$19K -283 -60%
Jones Financial Companies
247
Jones Financial Companies
Missouri
$12K – – –
PS
248
Principal Securities
Iowa
$11.4K +$4.04K +60 +55%
JSAM
249
J. Safra Asset Management
New York
$9.82K +$8.75K +131 +819%
Mitsubishi UFJ Asset Management
250
Mitsubishi UFJ Asset Management
Japan
$9.69K – – –
8 9
10
11 12