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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
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 Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Fenimore Asset Management
New York
$35.3M -$86.4K -1,056 -0.2%
GCM
27
Geneva Capital Management
Wisconsin
$34.6M +$11.5M +140,493 +50%
William Blair & Company
28
William Blair & Company
Illinois
$34.6M +$1.39M +17,024 +4%
Bessemer Group
29
Bessemer Group
New Jersey
$33.7M +$941K +11,499 +3%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$32.9M +$32.9M +401,552 New
Macquarie Group
31
Macquarie Group
Australia
$32.5M -$6.23M -76,166 -16%
AIM
32
Artemis Investment Management
United Kingdom
$32.2M +$5.02M +61,376 +18%
Handelsbanken Fonder
33
Handelsbanken Fonder
Sweden
$26.3M +$2.45M +30,000 +10%
Public Employees Retirement Association of Colorado
34
Public Employees Retirement Association of Colorado
Colorado
$25.5M +$3.57M +43,687 +16%
SCA
35
Summit Creek Advisors
Minnesota
$24.9M +$4.13M +50,435 +20%
Citadel Advisors
36
Citadel Advisors
Florida
$24.7M +$17.1M +209,457 +228%
WPC
37
Waters Parkerson & Co
Louisiana
$23.4M +$23.4M +285,755 New
SCM
38
SG Capital Management
Illinois
$20.5M +$20.5M +251,044 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$20M +$9.21M +112,569 +86%
RA
40
Royce & Associates
New York
$17.1M +$1.12M +13,738 +7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$17M +$1.17M +14,310 +7%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$16.7M +$2.15M +26,265 +15%
Bank Julius Baer & Co
43
Bank Julius Baer & Co
Switzerland
$12.6M +$1.6M +19,444 +15%
Deutsche Bank
44
Deutsche Bank
Germany
$12.3M +$1.2M +14,626 +11%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$12.3M -$50.5K -617 -0.4%
SBH
46
Segall Bryant & Hamill
Illinois
$12.2M +$2.01M +24,622 +20%
Norges Bank
47
Norges Bank
Norway
$12.1M +$12.1M +147,815 New
First Manhattan
48
First Manhattan
New York
$11.9M -$45K -550 -0.4%
UBS AM
49
UBS AM
Illinois
$11.1M +$1.46M +17,810 +15%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$10.7M -$55.7M -680,771 -84%
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