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CBIZ
CBZ

Overview Fund Activity

226 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
83
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$47M
2
Macquarie Group
2
Macquarie Group
Australia
$34.2M
3
B
3
BloombergSen
Ontario, Canada
$43.1M
4
GLA
4
Great Lakes Advisors
Illinois
$9.29M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$42.2M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$159M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$79.3M
3
Man Group
3
Man Group
United Kingdom
$0
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$54.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$74.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
76
EAM Investors
California
$2.25M 45,532 -15,735 -26%
PAG
77
Private Advisor Group
New Jersey
$2.09M 42,257 – –
Calamos Advisors
78
Calamos Advisors
Illinois
$2.07M 41,794 -14,789 -26%
CS
79
Credit Suisse
Switzerland
$2.07M 41,738 +970 +2%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$1.91M 38,535 +30,636 +388%
Wells Fargo
81
Wells Fargo
California
$1.87M 37,750 -10,633 -22%
Grantham, Mayo, Van Otterloo & Co (GMO)
82
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.7M 34,400 +200 +0.6%
Deutsche Bank
83
Deutsche Bank
Germany
$1.69M 34,150 +9,069 +36%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$1.66M 33,627 +6,495 +24%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.65M 33,377 -1,441 -4%
MFA
86
Millington Financial Advisors
Illinois
$1.5M 30,224 -1,346 -4%
Axa
87
Axa
France
$1.46M 29,400 +6,100 +26%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$1.45M 29,312 +16,109 +122%
Aviva
89
Aviva
United Kingdom
$1.45M 29,227 +8,534 +41%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$1.44M 29,026 -6,833 -19%
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.42M 28,676 – –
GT
92
Glenmede Trust
Pennsylvania
$1.36M 27,576 +195 +0.7%
MIM
93
MetLife Investment Management
New Jersey
$1.26M 25,368 – –
SSA
94
Schonfeld Strategic Advisors
New York
$1.23M 24,831 +14,262 +135%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.2M 24,238 +3,492 +17%
Barclays
96
Barclays
United Kingdom
$1.18M 23,923 +11,059 +86%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$1.15M 23,232 +2,213 +11%
AIG
98
American International Group
New York
$1.13M 22,825 +164 +0.7%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$1.09M 22,035 +1,183 +6%
CWM
100
Chicago Wealth Management
Illinois
$1.09M 22,000 – –
2 3
4
5 6