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CBIZ
CBZ

Overview Fund Activity

227 hedge funds and large institutions have $1.93B invested in CBIZ in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 89 reducing their positions, and 13 closing their positions.

Holders
227
Holders Change
+19
Holders Change %
+9.13%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
68
Reduced
89
Closed
13
Calls
$397K
Puts
$562K
Net Calls
-$165K
Net Calls Change
-$23K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$181M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$26.5M
3
Macquarie Group
3
Macquarie Group
Australia
$9.72M
4
BlackRock
4
BlackRock
New York
$155M
5
SO
5
STRS Ohio
Ohio
$7.47M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$129M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$86.4M
3
Victory Capital Management
3
Victory Capital Management
Texas
$77.8M
4
Millennium Management
4
Millennium Management
New York
$2.01M
5
First Manhattan
5
First Manhattan
New York
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
76
Martingale Asset Management
Massachusetts
$2.17M -$85.8K -1,831 -4%
Legal & General Group
77
Legal & General Group
United Kingdom
$2.06M -$50.6K -1,081 -2%
Millennium Management
78
Millennium Management
New York
$2.01M -$11.6M -247,718 -85%
CS
79
Credit Suisse
Switzerland
$1.91M -$61.9K -1,321 -3%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$1.9M +$290K +6,191 +18%
RC
81
Roundview Capital
New Jersey
$1.9M -$169K -3,600 -8%
SFI
82
Susquehanna Fundamental Investments
Pennsylvania
$1.68M -$84K -1,794 -5%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1.63M -$128K -2,739 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
84
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.6M +$1.15M +24,600 +256%
GCM
85
Graham Capital Management
Connecticut
$1.51M +$1.51M +32,192 New
MFA
86
Millington Financial Advisors
Illinois
$1.48M +$1.48M +31,570 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.46M -$1.61M -34,424 -53%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.34M – – –
GT
89
Glenmede Trust
Pennsylvania
$1.28M +$383K +8,174 +43%
EGM
90
Engineers Gate Manager
New York
$1.28M -$152K -3,255 -11%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$1.27M +$1.55K +33 +0.1%
MIM
92
MetLife Investment Management
New Jersey
$1.19M – – –
Deutsche Bank
93
Deutsche Bank
Germany
$1.18M +$136K +2,900 +13%
AQR Capital Management
94
AQR Capital Management
Connecticut
$1.14M -$106K -2,269 -9%
Axa
95
Axa
France
$1.09M +$1.09M +23,300 New
AIG
96
American International Group
New York
$1.06M -$16.3K -347 -2%
Jennison Associates
97
Jennison Associates
New York
$1.03M -$26.1K -558 -2%
CWM
98
Chicago Wealth Management
Illinois
$1.03M – – –
LPL Financial
99
LPL Financial
California
$1.01M – – –
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$985K +$197K +4,197 +25%
2 3
4
5 6