CBZ icon

CBIZ
CBZ

Overview Fund Activity

269 hedge funds and large institutions have $3.42B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 38 closing their positions.

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
3.61%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
102
Reduced
83
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$50.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M
4
Capital World Investors
4
Capital World Investors
California
$115M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$21.7M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$29.4M
4
GKIM
4
GW&K Investment Management
Massachusetts
$55.2M
5
NL
5
Nuveen LLC
North Carolina
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
First Manhattan
51
First Manhattan
New York
$9.49M 132,270 -11,035 -8%
Mawer Investment Management
52
Mawer Investment Management
Alberta, Canada
$9.23M 128,668 +128,668 New
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.19M 114,259 +4,139 +4%
Marshall Wace
54
Marshall Wace
United Kingdom
$8.03M 112,011 +112,011 New
Neuberger Berman Group
55
Neuberger Berman Group
New York
$7.85M 109,528 -29,917 -21%
Franklin Resources
56
Franklin Resources
California
$7.83M 109,122 +109,122 New
ACM
57
Ananym Capital Management
New York
$7.37M 102,750 +102,750 New
Barclays
58
Barclays
United Kingdom
$7.34M 102,278 +40,766 +66%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.03M 98,100 +10,600 +12%
PCP
60
Pacific Capital Partners
$6.81M 95,000 -30,000 -24%
SO
61
STRS Ohio
Ohio
$6.58M 91,800 +600 +0.7%
ACM
62
Argent Capital Management
Missouri
$6.43M 89,666 +697 +0.8%
BCC
63
Bridge City Capital
Oregon
$6M 83,704 -887 -1%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$5.8M 80,821 +8,585 +12%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$5.75M 80,201 -2,024 -2%
BCM
66
Bancreek Capital Management
California
$5.53M 77,069 -4,723 -6%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$5.47M 76,296 -1,898 -2%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$5.4M 75,317 -4,378 -5%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$5.36M 74,688 +10,820 +17%
Bank Julius Baer & Co
70
Bank Julius Baer & Co
Switzerland
$4.52M 62,974 -13,683 -18%
EF
71
Empowered Funds
Pennsylvania
$4.33M 60,315 +20,046 +50%
Legal & General Group
72
Legal & General Group
United Kingdom
$4.25M 59,236 -14,084 -19%
WCAMG
73
Woodard & Company Asset Management Group
North Carolina
$4.13M 57,645 – –
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$3.93M 53,319 +14,979 +39%
AllianceBernstein
75
AllianceBernstein
Tennessee
$3.87M 53,938 -58 -0.1%
1 2
3
4 5