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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 %
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$7.47K +$7.47K +111 New
FFA
252
Farther Finance Advisors
California
$7.46K -$605 -9 -8%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$7.34K +$7.34K +109 New
PPC
254
Park Place Capital
Alabama
$7K – – –
GI
255
GAMMA Investing
California
$6.73K -$1.68K -25 -20%
CFGS
256
Concourse Financial Group Securities
Alabama
$5.72K +$4.37K +65 +325%
AWM
257
Avior Wealth Management
Nebraska
$5.38K +$135 +2 +3%
PA
258
Parallel Advisors
California
$5.11K +$67 +1 +1%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$4.31K – – –
VCM
260
Versant Capital Management
Arizona
$3.43K – – –
SCM
261
Sterling Capital Management
North Carolina
$3.3K +$3.3K +49 New
FFA
262
Frazier Financial Advisors
Ohio
$3.16K +$3.16K +47 New
MCM
263
Manchester Capital Management
Vermont
$3.1K – – –
W
264
WealthCollab
Washington
$3.03K – – –
BTI
265
Blue Trust Inc
Georgia
$2.96K +$2.96K +40 New
CPA
266
Capital Performance Advisors
California
$2.83K +$2.83K +42 New
AF
267
Allworth Financial
California
$2.76K +$1.14K +17 +71%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$1.75K – – –
RIL
269
Rothschild Investment LLC
Illinois
$1.35K +$1.01K +15 +300%
JWA
270
JFS Wealth Advisors
Pennsylvania
$1.21K +$404 +6 +50%
CAL
271
Capital Advisors Ltd
Ohio
$1K – – –
HCP
272
Hexagon Capital Partners
Arkansas
$942 -$1.55K -23 -62%
NA
273
NewEdge Advisors
Louisiana
$807 -$942 -14 -54%
BIA
274
Bell Investment Advisors
California
$741 – – –
RTC
275
Riverview Trust Company
Washington
$740 +$740 +11 New
9 10
11
12 13