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CBIZ
CBZ

Overview Fund Activity

259 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$47.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$49.9M
4
Select Equity Group
4
Select Equity Group
New York
$16.6M
5
BlackRock
5
BlackRock
New York
$222M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.4M
2
PIM
2
Paradice Investment Management
Colorado
$16.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$30.2M
4
Victory Capital Management
4
Victory Capital Management
Texas
$36.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
WCAMG
76
Woodard & Company Asset Management Group
North Carolina
$3.61M 57,645 – –
AllianceBernstein
77
AllianceBernstein
Tennessee
$3.49M 55,711 -2,050 -4%
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$3.33M 53,143 -81,438 -61%
Legal & General Group
79
Legal & General Group
United Kingdom
$3.15M 50,391 +230 +0.5%
ACM
80
Argent Capital Management
Missouri
$3.13M 50,079 +426 +0.9%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.99M 47,849 -2,637 -5%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$2.9M 46,392 +28,745 +163%
RC
83
Roundview Capital
New Jersey
$2.87M 45,881 – –
CCG
84
Chatham Capital Group
Georgia
$2.86M 45,767 -2,585 -5%
BCC
85
Bridge City Capital
Oregon
$2.84M 45,422 +5,357 +13%
Canada Life
86
Canada Life
Manitoba, Canada
$2.79M 44,777 +4,234 +10%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$2.74M 43,714 -34,698 -44%
Wells Fargo
88
Wells Fargo
California
$2.72M 43,406 +2,883 +7%
PAG
89
Private Advisor Group
New Jersey
$2.65M 42,335 +78 +0.2%
MAM
90
Martingale Asset Management
Massachusetts
$2.55M 40,737 -2,502 -6%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2.54M 40,534 +2,581 +7%
American Century Companies
92
American Century Companies
Missouri
$2.51M 40,104 -29,892 -43%
SEI Investments
93
SEI Investments
Pennsylvania
$2.43M 38,836 -3,897 -9%
Calamos Advisors
94
Calamos Advisors
Illinois
$2.39M 38,218 -456 -1%
CS
95
Credit Suisse
Switzerland
$2.31M 36,952 -6,281 -15%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$2.24M 35,831 -11,339 -24%
PAM
97
Panagora Asset Management
Massachusetts
$2.23M 35,557 -44,263 -55%
CIC
98
Chase Investment Counsel
Virginia
$2.05M 32,825 +434 +1%
KAS
99
Kestra Advisory Services
Texas
$1.88M 30,058 – –
DZ Bank
100
DZ Bank
Germany
$1.88M 29,971 +29,971 New
2 3
4
5 6