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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$120M
3
Fidelity International
3
Fidelity International
Bermuda
$23.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
PCP
5
P2 Capital Partners
New York
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
276
Trexquant Investment
Connecticut
– – -51,843 Closed
AIG
277
American International Group
New York
– – -23,638 Closed
Mirae Asset Global Investments
278
Mirae Asset Global Investments
South Korea
– – -21,901 Closed
Citadel Advisors
279
Citadel Advisors
Florida
– – -21,340 Closed
JF
280
Jump Financial
Illinois
– – -17,265 Closed
ACM
281
Aquatic Capital Management
Illinois
– – -9,700 Closed
NYLIM
282
New York Life Investment Management
New York
– – -4,569 Closed
LCM
283
Landscape Capital Management
New Jersey
– – -4,520 Closed
AC
284
Aristides Capital
Kentucky
– – -3,793 Closed
WF
285
Welch & Forbes
Massachusetts
– – -3,383 Closed
XT
286
XTX Topco
Cayman Islands
– – -3,316 Closed
ECM
287
ExodusPoint Capital Management
New York
– – -2,675 Closed
SVWAG
288
Sound View Wealth Advisors Group
Georgia
– – -2,550 Closed
SEC
289
Seven Eight Capital
New York
– – -2,549 Closed
MLICM
290
Metropolitan Life Insurance Company (MetLife)
New York
– – -2,517 Closed
NC
291
nVerses Capital
Florida
– – -2,200 Closed
WT
292
Whittier Trust
California
– – -693 Closed
CA
293
Crewe Advisors
Utah
– – -77 Closed
CFD
294
Creative Financial Designs
Indiana
– – -55 Closed
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
– – -21 Closed
RAM
296
Riggs Asset Management
Pennsylvania
– – -6 Closed
TWP
297
TFO Wealth Partners
Ohio
– – -1 Closed
Simplex Trading
298
Simplex Trading
Illinois
– – – –
AW
299
Avion Wealth
Texas
$0 6 +6 New
8 9 10 11
12