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CBIZ
CBZ

Overview Fund Activity

259 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$47.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$49.9M
4
Select Equity Group
4
Select Equity Group
New York
$16.6M
5
BlackRock
5
BlackRock
New York
$222M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.4M
2
PIM
2
Paradice Investment Management
Colorado
$16.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$30.2M
4
Victory Capital Management
4
Victory Capital Management
Texas
$36.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bell Investment Advisors
California
$689 – – –
SIC
252
SJS Investment Consulting
Ohio
$501 – – –
AF
253
Advisornet Financial
Minnesota
$501 +$125 +2 +33%
VCM
254
Versant Capital Management
Arizona
$313 – – –
DPW
255
DiNuzzo Private Wealth
Pennsylvania
$313 +$313 +5 New
BF
256
BOK Financial
Oklahoma
$312 – – –
GRP
257
Global Retirement Partners
California
$188 – – –
GI
258
Gradient Investments
Minnesota
$63 – – –
TWP
259
TFO Wealth Partners
Ohio
$63 – – –
CSS
260
Cubist Systematic Strategies
Connecticut
– -$1.6M -30,886 Closed
EP
261
Edgestream Partners
New Jersey
– -$734K -14,136 Closed
Renaissance Technologies
262
Renaissance Technologies
New York
– -$733K -14,126 Closed
Tudor Investment Corp
263
Tudor Investment Corp
Connecticut
– -$646K -12,454 Closed
DT
264
Diversified Trust
Tennessee
– -$513K -9,881 Closed
EGM
265
Engineers Gate Manager
New York
– -$419K -8,082 Closed
YIH
266
Y-Intercept (HK)
Hong Kong
– -$406K -7,820 Closed
QT
267
Quantbot Technologies
New York
– -$404K -7,782 Closed
Capstone Investment Advisors
268
Capstone Investment Advisors
New York
– -$399K -7,693 Closed
I
269
InceptionR
California
– -$285K -5,483 Closed
HSBC Holdings
270
HSBC Holdings
United Kingdom
– -$268K -5,176 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
271
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$242K -4,672 Closed
ECM
272
ExodusPoint Capital Management
New York
– -$241K -4,648 Closed
HF
273
HRT Financial
New York
– -$239K -4,614 Closed
KeyBank National Association
274
KeyBank National Association
Ohio
– -$202K -3,888 Closed
Point72 Asset Management
275
Point72 Asset Management
Connecticut
– -$140K -2,700 Closed
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