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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
GT
101
Glenmede Trust
Pennsylvania
$1.4M -$31.7K -610 -2%
Millennium Management
102
Millennium Management
New York
$1.4M +$1.13M +21,842 +431%
Marshall Wace
103
Marshall Wace
United Kingdom
$1.38M +$498K +9,600 +57%
MIM
104
MetLife Investment Management
New Jersey
$1.32M -$21.3K -410 -2%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29M +$288K +5,542 +29%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$1.29M -$239K -4,614 -16%
AIG
107
American International Group
New York
$1.24M +$44.2K +851 +4%
Jane Street
108
Jane Street
New York
$1.2M +$279K +5,376 +30%
AQR Capital Management
109
AQR Capital Management
Connecticut
$1.17M +$69.4K +1,337 +6%
Skandinaviska Enskilda Banken (SEB)
110
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.16M +$582K +11,200 +100%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$1.14M -$7.06K -136 -0.6%
LPL Financial
112
LPL Financial
California
$1.1M +$53.8K +1,036 +5%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.01M +$9.6K +185 +1%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$974K +$1.56K +30 +0.2%
Jennison Associates
115
Jennison Associates
New York
$936K +$8.3K +160 +0.9%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$921K – – –
Voloridge Investment Management
117
Voloridge Investment Management
Florida
$916K -$1.54M -29,711 -63%
CWM
118
Chicago Wealth Management
Illinois
$882K – – –
Barclays
119
Barclays
United Kingdom
$872K -$49.9K -962 -5%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$831K +$831K +16,014 New
CAM
121
ClariVest Asset Management
California
$819K -$127K -2,451 -13%
HighTower Advisors
122
HighTower Advisors
Illinois
$789K +$52K +1,000 +7%
CCA
123
Column Capital Advisors
Indiana
$767K – – –
VFA
124
Valeo Financial Advisors
Indiana
$751K +$516K +9,935 +219%
EP
125
Edgestream Partners
New Jersey
$734K -$1.52M -29,254 -67%
3 4
5
6 7