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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
Victory Capital Management
1
Victory Capital Management
Texas
$36.1M
2
EVM
2
Eaton Vance Management
Massachusetts
$100M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$11.7M
4
ACM
4
Atlanta Capital Management
Georgia
$51.4M
5
RC
5
Roundview Capital
New Jersey
$2.2M

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 %
SG Americas Securities
76
SG Americas Securities
New York
$1.38M 35,182 +3,820 +12%
SDWMA
77
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.3M 33,107 – –
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.27M 32,338 -858 -3%
Deutsche Bank
79
Deutsche Bank
Germany
$1.26M 32,249 +624 +2%
AQR Capital Management
80
AQR Capital Management
Connecticut
$1.24M 31,645 +202 +0.6%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$1.18M 30,223 -24,100 -44%
SO
82
STRS Ohio
Ohio
$1.15M 29,300 -3,200 -10%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$1.12M 28,621 +172 +0.6%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$1.11M 28,268 -776 -3%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$1.1M 28,166 +6,972 +33%
SAM
86
Shell Asset Management
Netherlands
$1.08M 27,577 -2,576 -9%
CWM
87
Chicago Wealth Management
Illinois
$1.06M 27,000 – –
AIG
88
American International Group
New York
$1.02M 26,050 -1,338 -5%
ZIM
89
Zacks Investment Management
Illinois
$993K 25,393 -609 -2%
LPL Financial
90
LPL Financial
California
$964K 24,654 – –
Citigroup
91
Citigroup
New York
$846K 21,617 +12,405 +135%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$839K 21,456 +6,787 +46%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$831K 21,255 – –
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$830K 21,222 +7,033 +50%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$793K 20,271 +81 +0.4%
CAM
96
ClariVest Asset Management
California
$769K 19,648 -1,235 -6%
ECM
97
ExodusPoint Capital Management
New York
$743K 18,992 -38,286 -67%
Citadel Advisors
98
Citadel Advisors
Florida
$736K 18,824 -42,182 -69%
PI
99
Putnam Investments
Massachusetts
$661K 16,882 +16,882 New
HF
100
HRT Financial
New York
$643K 16,447 -5,907 -26%
2 3
4
5 6