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CBIZ
CBZ

Overview Fund Activity

271 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
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
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.8M
4
Capital World Investors
Capital World Investors
California
+$26.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$53.1M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$17.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$8.89M
5
NL
Nuveen LLC
North Carolina
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
51
First Manhattan
New York
$9.49M -$791K -11,035 -8%
Mawer Investment Management
52
Mawer Investment Management
Alberta, Canada
$9.23M +$9.23M +128,668 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$8.91M +$1.87M +26,049 +27%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.19M +$297K +4,139 +4%
Marshall Wace
55
Marshall Wace
United Kingdom
$8.03M +$8.03M +112,011 New
Neuberger Berman Group
56
Neuberger Berman Group
New York
$7.85M -$2.15M -29,917 -21%
Franklin Resources
57
Franklin Resources
California
$7.83M +$7.83M +109,122 New
ACM
58
Ananym Capital Management
New York
$7.37M +$7.37M +102,750 New
Barclays
59
Barclays
United Kingdom
$7.34M +$2.92M +40,766 +66%
Swiss National Bank
60
Swiss National Bank
Switzerland
$7.03M +$760K +10,600 +12%
PCP
61
Pacific Capital Partners
$6.81M -$2.15M -30,000 -24%
SO
62
STRS Ohio
Ohio
$6.58M +$43K +600 +0.7%
ACM
63
Argent Capital Management
Missouri
$6.43M +$50K +697 +0.8%
BCC
64
Bridge City Capital
Oregon
$6M -$63.6K -887 -1%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$5.8M +$616K +8,585 +12%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$5.75M -$145K -2,024 -2%
BCM
67
Bancreek Capital Management
California
$5.53M -$339K -4,723 -6%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$5.47M -$136K -1,898 -2%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$5.4M -$314K -4,378 -5%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$5.36M +$776K +10,820 +17%
Bank Julius Baer & Co
71
Bank Julius Baer & Co
Switzerland
$4.52M -$981K -13,683 -18%
EF
72
Empowered Funds
Pennsylvania
$4.33M +$1.44M +20,046 +50%
Legal & General Group
73
Legal & General Group
United Kingdom
$4.25M -$1.01M -14,084 -19%
WCAMG
74
Woodard & Company Asset Management Group
North Carolina
$4.13M – – –
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$3.93M +$1.1M +14,979 +39%
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