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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HIS
301
Harvest Investment Services
Illinois
– – -6,498 Closed
I
302
InceptionR
California
– – -6,199 Closed
APP
303
Avantax Planning Partners
Iowa
– – -5,000 Closed
AG
304
Algert Global
California
– – -4,536 Closed
SW
305
Simplicity Wealth
New Jersey
– – -3,783 Closed
TWCA
306
Two West Capital Advisors
Kansas
– – -3,317 Closed
OWA
307
One Wealth Advisors
California
– – -2,946 Closed
ACM
308
Advisors Capital Management
New Jersey
– – -2,900 Closed
NRD
309
Nebula Research & Development
New York
– – -2,862 Closed
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
– – -2,738 Closed
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
– – -1,095 Closed
HFM
312
Harvest Fund Management
China
– – -635 Closed
VAG
313
VisionPoint Advisory Group
Texas
– – -544 Closed
ATPW
314
Ashton Thomas Private Wealth
Arizona
– – -203 Closed
MG
315
Mather Group
Illinois
– – -80 Closed
IC
316
Innealta Capital
Texas
– – -18 Closed
GRP
317
Global Retirement Partners
California
– – -3 Closed
AW
318
Avion Wealth
Texas
$0 7 +1 +17%
Simplex Trading
319
Simplex Trading
Illinois
$0 9 +9 New
HWM
320
Hemington Wealth Management
Virginia
$0 14 +14 New
9 10 11 12
13