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CBIZ
CBZ

Overview Fund Activity

279 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
Invesco
Georgia
$62.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
Capital World Investors
California
$92.8M
5
WPC
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
276
DiNuzzo Private Wealth
Pennsylvania
$491 – – –
SS
277
SBI Securities
Japan
$164 +$164 +2 New
PWM
278
Parkworth Wealth Management
California
$82 +$82 +1 New
Mawer Investment Management
279
Mawer Investment Management
Alberta, Canada
– -$13.8M -205,628 Closed
EP
280
Edgestream Partners
New Jersey
– -$7.12M -105,842 Closed
Millennium Management
281
Millennium Management
New York
– -$5.38M -80,001 Closed
EGM
282
Engineers Gate Manager
New York
– -$4.15M -61,662 Closed
CSS
283
Cubist Systematic Strategies
Connecticut
– -$3.83M -56,853 Closed
TC
284
TwinBeech Capital
New York
– -$3.57M -52,995 Closed
CCIA
285
Campbell & Co Investment Adviser
Maryland
– -$3.15M -46,808 Closed
DFCM
286
Dark Forest Capital Management
Puerto Rico
– -$3.01M -44,757 Closed
TSW
287
Thompson Siegel & Walmsley
Virginia
– -$2.96M -43,912 Closed
QT
288
Quantbot Technologies
New York
– -$2.61M -38,850 Closed
OQS
289
Occudo Quantitative Strategies
Florida
– -$1.9M -28,211 Closed
American Century Companies
290
American Century Companies
Missouri
– -$1.18M -17,557 Closed
DTL
291
Dynamic Technology Lab
Singapore
– -$1.16M -17,231 Closed
SCM
292
Semanteon Capital Management
Massachusetts
– -$1.14M -16,999 Closed
HF
293
HRT Financial
New York
– -$891K -13,250 Closed
Point72 Asset Management
294
Point72 Asset Management
Connecticut
– -$758K -11,267 Closed
FRM
295
Fox Run Management
Connecticut
– -$741K -11,016 Closed
XT
296
XTX Topco
Cayman Islands
– -$739K -10,979 Closed
BHCM
297
Brevan Howard Capital Management
Jersey
– -$676K -10,053 Closed
Arrowstreet Capital
298
Arrowstreet Capital
Massachusetts
– -$576K -8,565 Closed
SSA
299
Schonfeld Strategic Advisors
New York
– -$545K -8,105 Closed
MWM
300
Moran Wealth Management
Florida
– -$521K -7,745 Closed
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