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CBIZ
CBZ

Overview Fund Activity

275 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$283M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$48.6M
4
Capital World Investors
4
Capital World Investors
California
$61M
5
WCM Investment Management
5
WCM Investment Management
California
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$120M
3
Fidelity International
3
Fidelity International
Bermuda
$23.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
PCP
5
P2 Capital Partners
New York
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$34.6M +$351K +4,741 +1%
FAM
27
Fenimore Asset Management
New York
$33.2M -$5.8M -78,253 -15%
Bank of America
28
Bank of America
North Carolina
$30.6M +$1.99M +26,904 +7%
Goldman Sachs
29
Goldman Sachs
New York
$26.6M -$14.4M -194,299 -35%
Bessemer Group
30
Bessemer Group
New Jersey
$25.3M +$877K +11,842 +4%
Public Employees Retirement Association of Colorado
31
Public Employees Retirement Association of Colorado
Colorado
$25.2M +$2.74M +37,028 +12%
Fidelity International
32
Fidelity International
Bermuda
$23.6M -$26.6M -359,000 -53%
William Blair & Company
33
William Blair & Company
Illinois
$22.6M +$13M +174,825 +134%
Norges Bank
34
Norges Bank
Norway
$21.7M – – –
AIM
35
Artemis Investment Management
United Kingdom
$20.1M +$3.87M +52,249 +24%
ACH
36
ArrowMark Colorado Holdings
Colorado
$16.3M -$2.15M -28,994 -12%
SCA
37
Summit Creek Advisors
Minnesota
$16.1M +$8.16M +110,153 +103%
Invesco
38
Invesco
Georgia
$15.3M +$1.14M +15,377 +8%
WCM Investment Management
39
WCM Investment Management
California
$14.9M +$14.9M +202,136 New
RA
40
Royce & Associates
New York
$14.5M -$371K -5,000 -2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$13.9M +$341K +4,602 +3%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$13M +$830K +11,205 +7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$12.8M -$646K -8,714 -5%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$12.5M -$5.03M -67,834 -29%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$12.1M +$10.6M +142,421 +668%
PIM
46
Paradice Investment Management
Colorado
$11.9M – – –
First Manhattan
47
First Manhattan
New York
$10.8M -$18.5K -250 -0.2%
Jane Street
48
Jane Street
New York
$9.76M +$9.25M +124,810 +1,825%
SBH
49
Segall Bryant & Hamill
Illinois
$9.56M +$259K +3,498 +3%
UBS AM
50
UBS AM
Illinois
$9.55M +$4.28M +57,771 +81%
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