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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 %
CCG
76
Chatham Capital Group
Georgia
$3.8M 53,047 -245 -0.5%
AACP
77
Advantage Alpha Capital Partners
California
$3.55M 49,463 -3,408 -6%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.5M 48,867 +7,013 +17%
RC
79
Roundview Capital
New Jersey
$3.39M 47,327 +6,904 +17%
LPL Financial
80
LPL Financial
California
$3.35M 46,742 +8,561 +22%
Wells Fargo
81
Wells Fargo
California
$3.32M 46,284 +3,379 +8%
Citigroup
82
Citigroup
New York
$3.16M 44,064 +5,719 +15%
GLA
83
Great Lakes Advisors
Illinois
$3.1M 43,288 +6,215 +17%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$3.08M 42,923 -62,700 -59%
PAG
85
Private Advisor Group
New Jersey
$3.07M 42,757 – –
Victory Capital Management
86
Victory Capital Management
Texas
$2.99M 41,678 -10,437 -20%
BCM
87
Basswood Capital Management
New York
$2.89M 40,355 – –
RHJA
88
Rice Hall James & Associates
California
$2.81M 39,236 -3,319 -8%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$2.52M 35,199 +35,199 New
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M 34,600 -696 -2%
MFA
91
Millington Financial Advisors
Illinois
$2.3M 30,564 -770 -2%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.28M 31,823 -7 -0%
MIM
93
MetLife Investment Management
New Jersey
$2.24M 31,237 +3,364 +12%
TFCM
94
Taylor Frigon Capital Management
Arizona
$2.14M 29,809 -2,082 -7%
Mirae Asset Global ETFs Holdings
95
Mirae Asset Global ETFs Holdings
Hong Kong
$2.12M 29,529 +235 +0.8%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$2.08M 29,055 -3,147 -10%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.08M 29,047 +741 +3%
SEI Investments
98
SEI Investments
Pennsylvania
$1.99M 27,683 +3,576 +15%
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$1.94M 27,021 +27,021 New
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$1.94M 27,008 -56,504 -68%
2 3
4
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