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CBIZ
CBZ

Overview Fund Activity

168 hedge funds and large institutions have $1.81B invested in CBIZ in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
47
Reduced
67
Closed
17
Calls
$160K
Puts
$329K
Net Calls
-$169K
Net Calls Change
-$169K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$113M
2
Victory Capital Management
2
Victory Capital Management
Texas
$36.1M
3
EVM
3
Eaton Vance Management
Massachusetts
$100M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$11.7M
5
ACM
5
Atlanta Capital Management
Georgia
$51.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.29M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$50.6M
3
Millennium Management
3
Millennium Management
New York
$1.84M
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$65.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.87M 73,320 – –
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$2.84M 72,687 -8,398 -10%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.71M 69,276 -581 -0.8%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.61M 66,693 +491 +0.7%
Two Sigma Investments
55
Two Sigma Investments
New York
$2.5M 63,960 -60,734 -49%
Lazard Asset Management
56
Lazard Asset Management
New York
$2.44M 62,282 -1,665 -3%
UBS AM
57
UBS AM
Illinois
$2.33M 59,540 +5,363 +10%
Barclays
58
Barclays
United Kingdom
$2.33M 59,500 +23,675 +66%
WCAMG
59
Woodard & Company Asset Management Group
North Carolina
$2.26M 57,645 – –
RC
60
Roundview Capital
New Jersey
$2.2M 56,105 +56,105 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2.13M 54,473 +54,473 New
PAG
62
Private Advisor Group
New Jersey
$2.05M 52,483 +7,125 +16%
MAM
63
Martingale Asset Management
Massachusetts
$2M 51,021 -2,400 -4%
LIC
64
Laurus Investment Counsel
Canada
$1.97M 39,370 +11,020 +39%
SIA
65
SkyView Investment Advisors
New Jersey
$1.9M 48,527 – –
FCAG
66
First Capital Advisors Group
New Jersey
$1.9M 48,527 +48,527 New
Millennium Management
67
Millennium Management
New York
$1.84M 47,084 -250,793 -84%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.79M 45,809 -29,480 -39%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$1.78M 45,516 +3,567 +9%
Principal Financial Group
70
Principal Financial Group
Iowa
$1.67M 42,734 +42,734 New
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$1.67M 42,673 +42,673 New
Legal & General Group
72
Legal & General Group
United Kingdom
$1.59M 40,540 -492 -1%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$1.57M 40,136 +1,950 +5%
PAM
74
Panagora Asset Management
Massachusetts
$1.52M 38,842 +32,604 +523%
CS
75
Credit Suisse
Switzerland
$1.48M 37,841 +3,567 +10%
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