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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 %
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$2.43K +$707 +9 +41%
NA
252
NewEdge Advisors
Louisiana
$2.04K – – –
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$1.65K +$1.65K +21 New
AAP
254
Arax Advisory Partners
Colorado
$1.49K -$314 -4 -17%
A
255
AlphaQuest
New York
$1.18K -$644K -8,204 -100%
CFGS
256
Concourse Financial Group Securities
Alabama
$1.1K – – –
CAL
257
Capital Advisors Ltd
Ohio
$1K – – –
JWA
258
JFS Wealth Advisors
Pennsylvania
$942 – – –
BIA
259
Bell Investment Advisors
California
$864 – – –
SIC
260
SJS Investment Consulting
Ohio
$628 – – –
RAM
261
Riggs Asset Management
Pennsylvania
$471 +$471 +6 New
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$393 – – –
VCM
263
Versant Capital Management
Arizona
$393 – – –
RIL
264
Rothschild Investment LLC
Illinois
$393 +$393 +5 New
BF
265
BOK Financial
Oklahoma
$389 – – –
GRP
266
Global Retirement Partners
California
$236 – – –
AF
267
Allworth Financial
California
$236 +$236 +3 New
TWP
268
TFO Wealth Partners
Ohio
$79 – – –
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
– -$4.66M -74,419 Closed
AIMCA
270
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.18M -66,797 Closed
Voloridge Investment Management
271
Voloridge Investment Management
Florida
– -$2.9M -46,392 Closed
Millennium Management
272
Millennium Management
New York
– -$1.7M -27,098 Closed
OQS
273
Occudo Quantitative Strategies
Florida
– -$1.53M -24,515 Closed
OMC
274
Old Mission Capital
Illinois
– -$1.49M -23,780 Closed
Brown Advisory
275
Brown Advisory
Maryland
– -$1.45M -23,118 Closed
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