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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.

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

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M
Name Market Value Shares Shares
Change 		Shares
Change %
YIH
301
Y-Intercept (HK)
Hong Kong
– – -7,587 Closed
PD
302
Point72 (DIFC)
United Arab Emirates
– – -6,551 Closed
FC
303
FORA Capital
Florida
– – -6,258 Closed
SEC
304
Seven Eight Capital
New York
– – -6,037 Closed
Lazard Asset Management
305
Lazard Asset Management
New York
– – -5,634 Closed
CAM
306
Cresset Asset Management
Illinois
– – -5,436 Closed
SPA
307
Sherbrooke Park Advisers
New York
– – -4,787 Closed
JF
308
Jump Financial
Illinois
– – -4,012 Closed
A
309
AlphaQuest
New York
– – -3,746 Closed
NC
310
nVerses Capital
Florida
– – -3,300 Closed
QL
311
Quarry LP
New York
– – -1,094 Closed
Acadian Asset Management
312
Acadian Asset Management
Massachusetts
– – -1,071 Closed
C
313
Covestor
United Kingdom
$0 2 -373 -99%
Kayne Anderson Rudnick Investment Management
314
Kayne Anderson Rudnick Investment Management
California
– – -111 Closed
FFA
315
Frazier Financial Advisors
Ohio
– – -47 Closed
CPA
316
Capital Performance Advisors
California
– – -42 Closed
BTI
317
Blue Trust Inc
Georgia
– – -40 Closed
TWC
318
TD Waterhouse Canada
Ontario, Canada
– – -11 Closed
RTC
319
Riverview Trust Company
Washington
– – -11 Closed
Simplex Trading
320
Simplex Trading
Illinois
– – -9 Closed
AW
321
Avion Wealth
Texas
– – -7 Closed
BF
322
BOK Financial
Oklahoma
– – -5 Closed
CA
323
Claris Advisors
Missouri
– – -3 Closed
9 10 11 12
13