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CBIZ
CBZ

Overview Fund Activity

268 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 113 reducing their positions, and 26 closing their positions.

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
113
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$246M
2
Select Equity Group
2
Select Equity Group
New York
$99M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$291M
4
Capital World Investors
4
Capital World Investors
California
$40.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$93M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
PCP
2
P2 Capital Partners
New York
$110M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.4M
4
Macquarie Group
4
Macquarie Group
Australia
$44.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.11M 26,922 +2,469 +10%
Arrowstreet Capital
102
Arrowstreet Capital
Massachusetts
$2.11M 26,914 -26,229 -49%
MIM
103
MetLife Investment Management
New Jersey
$1.94M 24,698 – –
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.91M 24,333 -3,949 -14%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$1.89M 24,119 +10,957 +83%
Canada Pension Plan Investment Board
106
Canada Pension Plan Investment Board
Ontario, Canada
$1.86M 23,698 +13,200 +126%
AIG
107
American International Group
New York
$1.86M 23,638 -202 -0.8%
Axa
108
Axa
France
$1.71M 21,800 -6,915 -24%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.7M 21,600 -71,943 -77%
Citadel Advisors
110
Citadel Advisors
Florida
$1.68M 21,340 +20,901 +4,761%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$1.67M 21,323 -22,391 -51%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.62M 20,648 -1,042 -5%
LPL Financial
113
LPL Financial
California
$1.59M 20,246 -1,166 -5%
Principal Financial Group
114
Principal Financial Group
Iowa
$1.53M 19,459 +3,179 +20%
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$1.53M 19,442 +14,933 +331%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$1.52M 19,424 -55,149 -74%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1.51M 19,217 -2,787 -13%
KIC
118
Kensington Investment Counsel
California
$1.51M 19,207 +3,673 +24%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.48M 18,894 -26 -0.1%
JF
120
Jump Financial
Illinois
$1.36M 17,265 -8,381 -33%
Cerity Partners
121
Cerity Partners
New York
$1.34M 17,125 +17,125 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$1.26M 16,050 +11 +0.1%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.24M 15,746 -3,713 -19%
ETC
124
Exchange Traded Concepts
Oklahoma
$1.24M 15,745 +12,991 +472%
Marshall Wace
125
Marshall Wace
United Kingdom
$1.24M 15,737 -4,700 -23%
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