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CBIZ
CBZ

Overview Fund Activity

244 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K

Top Buyers

1
PFM
1
Premier Fund Managers
United Kingdom
$32.4M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$24.4M
3
Public Employees Retirement Association of Colorado
3
Public Employees Retirement Association of Colorado
Colorado
$13.4M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$106M
5
B
5
BloombergSen
Ontario, Canada
$53.4M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$55.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$42.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$132M
4
SAM
4
Silvercrest Asset Management
New York
$57.4M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$25.7M 495,356 +11,634 +2%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$24.4M 470,282 +342,690 +269%
Goldman Sachs
28
Goldman Sachs
New York
$23.5M 453,251 +94,600 +26%
ACH
29
ArrowMark Colorado Holdings
Colorado
$23.1M 445,599 +74,854 +20%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$22.7M 438,129 -36,303 -8%
Bank of America
31
Bank of America
North Carolina
$19.9M 382,978 +28,681 +8%
Norges Bank
32
Norges Bank
Norway
$19.1M 367,875 -27,827 -7%
Bessemer Group
33
Bessemer Group
New Jersey
$16.6M 320,179 +14,478 +5%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$13.7M 264,919 -148,736 -36%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$13.4M 257,560 +257,560 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$12.5M 241,143 -7,710 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$11.2M 214,813 -10,729 -5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$11M 212,813 +2,050 +1%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$9.7M 186,950 +90,600 +94%
Invesco
40
Invesco
Georgia
$8.74M 168,348 -14,780 -8%
First Manhattan
41
First Manhattan
New York
$7.9M 152,135 -3,500 -2%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$6.99M 134,581 -56,832 -30%
Boston Partners
43
Boston Partners
Massachusetts
$6.98M 134,401 -20,386 -13%
SBH
44
Segall Bryant & Hamill
Illinois
$6.58M 126,842 -807 -0.6%
Deutsche Bank
45
Deutsche Bank
Germany
$6.51M 125,341 +43,897 +54%
GLA
46
Great Lakes Advisors
Illinois
$6.1M 117,498 -6,203 -5%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.82M 112,155 -13 -0%
SO
48
STRS Ohio
Ohio
$5.54M 106,800 -14,500 -12%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.47M 105,468 – –
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.14M 99,100 +400 +0.4%
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