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CBIZ
CBZ

Overview Fund Activity

269 hedge funds and large institutions have $3.42B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 38 closing their positions.

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
3.61%
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
102
Reduced
83
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$50.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M
4
Capital World Investors
4
Capital World Investors
California
$115M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$21.7M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$29.4M
4
GKIM
4
GW&K Investment Management
Massachusetts
$55.2M
5
NL
5
Nuveen LLC
North Carolina
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$1.87M 26,068 +3,044 +13%
Norges Bank
102
Norges Bank
Norway
$1.84M 25,689 +25,689 New
ZBNA
103
Zions Bancorporation, National Association
Utah
$1.83M 25,572 +7,767 +44%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.68M 23,369 -274 -1%
IIM
105
INTECH Investment Management
Florida
$1.64M 22,919 -8,677 -27%
Creative Planning
106
Creative Planning
Kansas
$1.62M 22,655 -1,626 -7%
Canada Life
107
Canada Life
Manitoba, Canada
$1.57M 21,830 +2,561 +13%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$1.55M 21,600 – –
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.55M 21,568 -9,206 -30%
KIC
110
Kensington Investment Counsel
California
$1.38M 19,285 -372 -2%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$1.35M 18,828 +52 +0.3%
DFCM
112
Dark Forest Capital Management
Puerto Rico
$1.35M 18,807 -11,706 -38%
VPIM
113
Vanguard Personalized Indexing Management
California
$1.29M 17,993 +10,754 +149%
Stifel Financial
114
Stifel Financial
Missouri
$1.25M 17,429 -87 -0.5%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.19M 16,648 -4,000 -19%
LCM
116
Legato Capital Management
California
$1.16M 16,238 – –
CFO
117
Callan Family Office
Pennsylvania
$1.12M 15,568 +3,145 +25%
KAS
118
Kestra Advisory Services
Texas
$1.08M 15,079 – –
ASRS
119
Arizona State Retirement System
Arizona
$1.07M 14,986 +2,029 +16%
VFA
120
Valeo Financial Advisors
Indiana
$1.06M 14,737 +2,660 +22%
YC
121
Yarbrough Capital
Tennessee
$1.03M 14,346 – –
VOYA Investment Management
122
VOYA Investment Management
Georgia
$1.03M 14,313 +1,384 +11%
CWM
123
Chicago Wealth Management
Illinois
$1M 14,000 – –
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$979K 13,648 – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$950K 13,249 – –
3 4
5
6 7