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CBIZ
CBZ

Overview Fund Activity

186 hedge funds and large institutions have $1.86B invested in CBIZ in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 11 closing their positions.

Holders
186
Holders Change
+14
Holders Change %
+8.14%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
51
Reduced
79
Closed
11
Calls
$208K
Puts
–
Net Calls
+$208K
Net Calls Change
+$1.02M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$14.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$77.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$10.2M
5
B
5
BloombergSen
Ontario, Canada
$28.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.8M
2
EVM
2
Eaton Vance Management
Massachusetts
$98.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$28.8M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$108M
5
BlackRock
5
BlackRock
New York
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.6M 40,031 -5,048 -11%
EI
77
EAM Investors
California
$1.46M 36,517 – –
CS
78
Credit Suisse
Switzerland
$1.41M 35,267 -2,682 -7%
EGM
79
Engineers Gate Manager
New York
$1.36M 33,980 +33,980 New
DTL
80
Dynamic Technology Lab
Singapore
$1.32M 33,110 +33,110 New
Principal Financial Group
81
Principal Financial Group
Iowa
$1.3M 32,458 +4,073 +14%
SDWMA
82
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M 29,376 -2,296 -7%
Two Sigma Investments
83
Two Sigma Investments
New York
$1.17M 29,303 -2,302 -7%
HF
84
HRT Financial
New York
$1.17M 29,322 +29,322 New
Deutsche Bank
85
Deutsche Bank
Germany
$1.11M 27,768 -1,802 -6%
Marshall Wace
86
Marshall Wace
United Kingdom
$1.09M 27,295 +21,377 +361%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$1.08M 27,099 -1,733 -6%
LIC
88
Laurus Investment Counsel
Canada
$1.04M 26,090 -13,280 -34%
MIM
89
MetLife Investment Management
New Jersey
$1.01M 25,368 -905 -3%
SO
90
STRS Ohio
Ohio
$1.01M 25,300 -1,600 -6%
AQR Capital Management
91
AQR Capital Management
Connecticut
$1M 25,075 -654 -3%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$993K 24,838 – –
Wells Fargo
93
Wells Fargo
California
$986K 24,674 -54,611 -69%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$962K 24,075 +15,023 +166%
Jennison Associates
95
Jennison Associates
New York
$952K 23,822 +3,016 +14%
AIG
96
American International Group
New York
$919K 23,001 -1,336 -5%
LPL Financial
97
LPL Financial
California
$907K 22,687 – –
CWM
98
Chicago Wealth Management
Illinois
$879K 22,000 – –
SEI Investments
99
SEI Investments
Pennsylvania
$851K 21,345 +15,956 +296%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$850K 21,281 +26 +0.1%
2 3
4
5 6