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CBIZ
CBZ

Overview Fund Activity

275 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$344M
2
Capital Research Global Investors
Capital Research Global Investors
California
$283M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.6M
4
Capital World Investors
Capital World Investors
California
$61M
5
WCM Investment Management
WCM Investment Management
California
$14.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$120M
3
Fidelity International
Fidelity International
Bermuda
$23.6M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$0
5
PCP
P2 Capital Partners
New York
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
251
Park Place Capital
Alabama
$7.71K – – –
MG
252
Mather Group
Illinois
$6.28K -$785 -10 -11%
AWM
253
Avior Wealth Management
Nebraska
$5.78K +$2.74K +37 +90%
PA
254
Parallel Advisors
California
$5.56K -$6.82K -92 -55%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$4.74K – – –
VCM
256
Versant Capital Management
Arizona
$3.78K +$3.41K +46 +920%
MCM
257
Manchester Capital Management
Vermont
$3.41K – – –
W
258
WealthCollab
Washington
$3.34K – – –
HCP
259
Hexagon Capital Partners
Arkansas
$2.74K -$371 -5 -12%
AF
260
Allworth Financial
California
$2.02K +$1.77K +21 +700%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$1.93K -$371 -5 -16%
NA
262
NewEdge Advisors
Louisiana
$1.93K – – –
CFGS
263
Concourse Financial Group Securities
Alabama
$1.48K +$445 +6 +43%
IC
264
Innealta Capital
Texas
$1.33K +$1.33K +18 New
QL
265
Quarry LP
New York
$1.26K -$4.6K -62 -78%
JSAM
266
J. Safra Asset Management
New York
$1.19K +$1.19K +16 New
CAL
267
Capital Advisors Ltd
Ohio
$1K – – –
JWA
268
JFS Wealth Advisors
Pennsylvania
$890 – – –
BIA
269
Bell Investment Advisors
California
$816 – – –
SIC
270
SJS Investment Consulting
Ohio
$593 – – –
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$445 +$74 +1 +20%
RIL
272
Rothschild Investment LLC
Illinois
$371 – – –
BF
273
BOK Financial
Oklahoma
$371 – – –
GRP
274
Global Retirement Partners
California
$222 – – –
William Blair Investment Management
275
William Blair Investment Management
Illinois
– -$25.9M -329,557 Closed
8 9 10
11
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