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CBIZ
CBZ

Overview Fund Activity

271 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.8M
4
Capital World Investors
Capital World Investors
California
+$26.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$53.1M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$17.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$8.89M
5
NL
Nuveen LLC
North Carolina
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$3.87M -$4.16K -58 -0.1%
CCG
77
Chatham Capital Group
Georgia
$3.8M -$17.6K -245 -0.5%
AACP
78
Advantage Alpha Capital Partners
California
$3.55M -$244K -3,408 -6%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$3.5M +$503K +7,013 +17%
RC
80
Roundview Capital
New Jersey
$3.39M +$495K +6,904 +17%
LPL Financial
81
LPL Financial
California
$3.35M +$614K +8,561 +22%
Wells Fargo
82
Wells Fargo
California
$3.32M +$242K +3,379 +8%
Citigroup
83
Citigroup
New York
$3.16M +$410K +5,719 +15%
GLA
84
Great Lakes Advisors
Illinois
$3.1M +$446K +6,215 +17%
Two Sigma Advisers
85
Two Sigma Advisers
New York
$3.08M -$4.5M -62,700 -59%
PAG
86
Private Advisor Group
New Jersey
$3.07M – – –
Victory Capital Management
87
Victory Capital Management
Texas
$2.99M -$748K -10,437 -20%
BCM
88
Basswood Capital Management
New York
$2.89M – – –
RHJA
89
Rice Hall James & Associates
California
$2.81M -$238K -3,319 -8%
CIBC World Market
90
CIBC World Market
Ontario, Canada
$2.52M +$2.52M +35,199 New
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M -$49.9K -696 -2%
MFA
92
Millington Financial Advisors
Illinois
$2.3M -$58K -770 -2%
HighTower Advisors
93
HighTower Advisors
Illinois
$2.28M -$502 -7 -0%
MIM
94
MetLife Investment Management
New Jersey
$2.24M +$241K +3,364 +12%
TFCM
95
Taylor Frigon Capital Management
Arizona
$2.14M -$149K -2,082 -7%
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$2.12M +$16.8K +235 +0.8%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$2.08M -$226K -3,147 -10%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.08M +$53.1K +741 +3%
SEI Investments
99
SEI Investments
Pennsylvania
$1.99M +$256K +3,576 +15%
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$1.94M +$1.94M +27,021 New
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