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CBIZ
CBZ

Overview Fund Activity

279 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, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
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
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
1
Invesco
Georgia
$62.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
4
Capital World Investors
California
$92.8M
5
WPC
5
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
226
VisionPoint Advisory Group
Texas
$59.7K +$59.7K +735 New
SAM
227
Smartleaf Asset Management
Massachusetts
$52.6K +$22.5K +276 +75%
ME
228
McIlrath & Eck
Washington
$45.6K +$30K +367 +193%
AA
229
Ancora Advisors
Ohio
$40.9K – – –
TC
230
Trust Company
Kansas
$40.9K – – –
CSWM
231
Cassady Schiller Wealth Management
Ohio
$40.9K – – –
NSIM
232
North Star Investment Management
Illinois
$38.5K +$38.5K +470 New
ACM
233
Aster Capital Management
United Arab Emirates
$35.7K -$242K -2,962 -87%
GFPC
234
Global Financial Private Client
Florida
$33.4K +$164 +2 +0.5%
CFGS
235
Concourse Financial Group Securities
Alabama
$28K +$20.8K +245 +288%
FHA
236
First Horizon Advisors
Tennessee
$27.2K +$4.26K +52 +19%
SVCP
237
Silicon Valley Capital Partners
California
$24K – – –
EWA
238
EverSource Wealth Advisors
Alabama
$20K +$1.88K +23 +10%
AAP
239
Arax Advisory Partners
Colorado
$19.2K – – –
MG
240
Mather Group
Illinois
$18.2K +$18.2K +223 New
QCG
241
Quadrant Capital Group
Ohio
$16.9K – – –
JSAM
242
J. Safra Asset Management
New York
$16.7K +$4.65K +57 +39%
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$16.6K +$82 +1 +0.5%
CTC
244
Central Trust Company
Missouri
$16.1K +$16.1K +197 New
TH
245
TCTC Holdings
Texas
$15.8K +$15.8K +193 New
LC
246
Lindbrook Capital
California
$15.5K -$655 -8 -4%
Jones Financial Companies
247
Jones Financial Companies
Missouri
$14.7K – – –
GI
248
GAMMA Investing
California
$14.3K +$6.14K +75 +75%
PS
249
Principal Securities
Iowa
$13.9K – – –
PFBT
250
Parkside Financial Bank & Trust
Missouri
$12.8K +$3.85K +47 +43%
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