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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 %
Axa
101
Axa
France
$1.8M 28,715 +815 +3%
SDWMA
102
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.77M 28,282 – –
MFA
103
Millington Financial Advisors
Illinois
$1.76M 28,065 -2,631 -9%
Millennium Management
104
Millennium Management
New York
$1.7M 27,098 +189 +0.7%
JF
105
Jump Financial
Illinois
$1.61M 25,646 +25,646 New
MIM
106
MetLife Investment Management
New Jersey
$1.55M 24,698 -680 -3%
OQS
107
Occudo Quantitative Strategies
Florida
$1.53M 24,515 -5,411 -18%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53M 24,453 -429 -2%
AIG
109
American International Group
New York
$1.49M 23,840 -97 -0.4%
OMC
110
Old Mission Capital
Illinois
$1.49M 23,780 +23,780 New
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$1.45M 23,229 +1,325 +6%
Brown Advisory
112
Brown Advisory
Maryland
$1.45M 23,118 +23,118 New
Skandinaviska Enskilda Banken (SEB)
113
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.4M 22,400 – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1.38M 22,004 -2,815 -11%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.36M 21,690 +3,950 +22%
LPL Financial
116
LPL Financial
California
$1.34M 21,412 +233 +1%
Marshall Wace
117
Marshall Wace
United Kingdom
$1.28M 20,437 -6,124 -23%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.22M 19,459 -31 -0.2%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.18M 18,920 +153 +0.8%
Jennison Associates
120
Jennison Associates
New York
$1.13M 18,032 -10 -0.1%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$1.09M 17,333 -21,499 -55%
CWM
122
Chicago Wealth Management
Illinois
$1.06M 17,000 – –
AQR Capital Management
123
AQR Capital Management
Connecticut
$1.05M 16,710 -5,922 -26%
Principal Financial Group
124
Principal Financial Group
Iowa
$1.02M 16,280 +3,890 +31%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1M 16,039 +25 +0.2%
3 4
5
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