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CBIZ
CBZ

Overview Fund Activity

232 hedge funds and large institutions have $2.36B invested in CBIZ in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
83
Closed
17
Calls
$709K
Puts
$224K
Net Calls
+$485K
Net Calls Change
-$74K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.3M
2
BlackRock
2
BlackRock
New York
$183M
3
Macquarie Group
3
Macquarie Group
Australia
$46.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.3M
5
PFM
5
Premier Fund Managers
United Kingdom
$4.69M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$152M
2
Victory Capital Management
2
Victory Capital Management
Texas
$64.4M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$43.6M
4
Northern Trust
4
Northern Trust
Illinois
$50.7M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$2.65M 49,784 +1,370 +3%
CCG
77
Chatham Capital Group
Georgia
$2.59M 48,597 +50 +0.1%
Wells Fargo
78
Wells Fargo
California
$2.56M 48,005 +10,255 +27%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$2.52M 47,358 +499 +1%
CS
80
Credit Suisse
Switzerland
$2.49M 46,695 +4,957 +12%
RC
81
Roundview Capital
New Jersey
$2.44M 45,881 – –
MAM
82
Martingale Asset Management
Massachusetts
$2.35M 44,139 -2,200 -5%
EP
83
Edgestream Partners
New Jersey
$2.31M 43,390 +43,390 New
PAG
84
Private Advisor Group
New Jersey
$2.25M 42,257 – –
Canada Life
85
Canada Life
Manitoba, Canada
$1.87M 34,822 +14,598 +72%
RA
86
Royce & Associates
New York
$1.78M 33,401 +16,610 +99%
OQS
87
Occudo Quantitative Strategies
Florida
$1.77M 33,179 +21,475 +183%
MFA
88
Millington Financial Advisors
Illinois
$1.59M 29,814 -410 -1%
Citigroup
89
Citigroup
New York
$1.58M 29,701 +21,668 +270%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1.57M 29,433 -3,944 -12%
Axa
91
Axa
France
$1.57M 29,400 – –
SDWMA
92
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.51M 28,282 -394 -1%
Aviva
93
Aviva
United Kingdom
$1.44M 27,009 -2,218 -8%
MIM
94
MetLife Investment Management
New Jersey
$1.37M 25,788 +420 +2%
GT
95
Glenmede Trust
Pennsylvania
$1.36M 27,576 – –
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$1.24M 23,347 +115 +0.5%
AIG
97
American International Group
New York
$1.23M 23,086 +261 +1%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.22M 22,826 +12,826 +128%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$1.2M 22,488 -6,824 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.19M 22,348 -12,052 -35%
2 3
4
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