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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
P2 Capital Partners
New York
$121M
2
GCM
Geneva Capital Management
Wisconsin
$19M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$19.6M
4
Morgan Stanley
Morgan Stanley
New York
$210M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$9.06M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$0
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$13.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$54.6M
4
Fidelity International
Fidelity International
Bermuda
$0
5
ACH
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
276
TD Waterhouse Canada
Ontario, Canada
$735 -$387K -5,796 -100%
SIC
277
SJS Investment Consulting
Ohio
$539 – – –
DPW
278
DiNuzzo Private Wealth
Pennsylvania
$404 – – –
BF
279
BOK Financial
Oklahoma
$325 – – –
CA
280
Claris Advisors
Missouri
$202 +$202 +3 New
Select Equity Group
281
Select Equity Group
New York
– -$83.8M -1,130,568 Closed
Fidelity International
282
Fidelity International
Bermuda
– -$23.6M -318,776 Closed
Norges Bank
283
Norges Bank
Norway
– -$21.7M -292,720 Closed
ACH
284
ArrowMark Colorado Holdings
Colorado
– -$16.3M -219,893 Closed
WCM Investment Management
285
WCM Investment Management
California
– -$14.9M -202,136 Closed
PIM
286
Paradice Investment Management
Colorado
– -$11.9M -160,227 Closed
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
– -$8.55M -115,325 Closed
CCMLC
288
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$7.2M -97,203 Closed
Boston Partners
289
Boston Partners
Massachusetts
– -$3.7M -49,961 Closed
Teacher Retirement System of Texas
290
Teacher Retirement System of Texas
Texas
– -$3.15M -42,520 Closed
MHP
291
Manatuck Hill Partners
Connecticut
– -$2.65M -35,800 Closed
PAM
292
Panagora Asset Management
Massachusetts
– -$2.45M -33,060 Closed
CIC
293
Chase Investment Counsel
Virginia
– -$2.43M -32,845 Closed
BMSSC
294
B. Metzler seel. Sohn & Co
Germany
– -$2.31M -31,199 Closed
Calamos Advisors
295
Calamos Advisors
Illinois
– -$1.64M -22,149 Closed
Axa
296
Axa
France
– -$1.62M -21,800 Closed
MAM
297
Martingale Asset Management
Massachusetts
– -$1.39M -18,823 Closed
SWS
298
SYSTM Wealth Solutions
Illinois
– -$1.3M -17,564 Closed
D.E. Shaw & Co
299
D.E. Shaw & Co
New York
– -$932K -12,581 Closed
Man Group
300
Man Group
United Kingdom
– -$861K -11,616 Closed
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