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CBIZ
CBZ

Overview Fund Activity

244 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K

Top Buyers

1
PFM
1
Premier Fund Managers
United Kingdom
$32.4M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$24.4M
3
Public Employees Retirement Association of Colorado
3
Public Employees Retirement Association of Colorado
Colorado
$13.4M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$106M
5
B
5
BloombergSen
Ontario, Canada
$53.4M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$55.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$42.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$132M
4
SAM
4
Silvercrest Asset Management
New York
$57.4M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$2.62M 50,486 -5,428 -10%
Legal & General Group
77
Legal & General Group
United Kingdom
$2.6M 50,161 +377 +0.8%
ACM
78
Argent Capital Management
Missouri
$2.58M 49,653 -7,227 -13%
CCG
79
Chatham Capital Group
Georgia
$2.51M 48,352 -245 -0.5%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$2.45M 47,170 +24,682 +110%
RC
81
Roundview Capital
New Jersey
$2.38M 45,881 – –
MAM
82
Martingale Asset Management
Massachusetts
$2.24M 43,239 -900 -2%
CS
83
Credit Suisse
Switzerland
$2.24M 43,233 -3,462 -7%
TSW
84
Thompson Siegel & Walmsley
Virginia
$2.24M 43,200 +43,200 New
SEI Investments
85
SEI Investments
Pennsylvania
$2.22M 42,733 -26,613 -38%
PAG
86
Private Advisor Group
New Jersey
$2.19M 42,257 – –
Canada Life
87
Canada Life
Manitoba, Canada
$2.1M 40,543 +5,721 +16%
Wells Fargo
88
Wells Fargo
California
$2.1M 40,523 -7,482 -16%
BCC
89
Bridge City Capital
Oregon
$2.08M 40,065 +40,065 New
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$2.02M 38,832 -10,981 -22%
Calamos Advisors
91
Calamos Advisors
Illinois
$2.01M 38,674 -29,684 -43%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$1.97M 37,953 +14,606 +63%
Assenagon Asset Management
93
Assenagon Asset Management
Luxembourg
$1.82M 34,994 -52,673 -60%
CIC
94
Chase Investment Counsel
Virginia
$1.68M 32,391 +32,391 New
CSS
95
Cubist Systematic Strategies
Connecticut
$1.6M 30,886 +29,407 +1,988%
MFA
96
Millington Financial Advisors
Illinois
$1.59M 30,696 +882 +3%
KAS
97
Kestra Advisory Services
Texas
$1.56M 30,058 +30,058 New
OQS
98
Occudo Quantitative Strategies
Florida
$1.55M 29,926 -3,253 -10%
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.47M 28,282 – –
Axa
100
Axa
France
$1.45M 27,900 -1,500 -5%
2 3
4
5 6