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CBIZ
CBZ

Overview Fund Activity

275 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$283M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$48.6M
4
Capital World Investors
4
Capital World Investors
California
$61M
5
WCM Investment Management
5
WCM Investment Management
California
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$120M
3
Fidelity International
3
Fidelity International
Bermuda
$23.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
PCP
5
P2 Capital Partners
New York
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
101
Corebridge Financial
Texas
$1.91M 25,784 +25,784 New
EF
102
Empowered Funds
Pennsylvania
$1.9M 25,587 +12,060 +89%
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$1.87M 25,292 +25,292 New
Canada Life
104
Canada Life
Manitoba, Canada
$1.84M 24,822 -18,653 -43%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$1.83M 24,643 -2,271 -8%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.78M 23,998 -335 -1%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$1.75M 23,644 -475 -2%
Calamos Advisors
108
Calamos Advisors
Illinois
$1.64M 22,149 -11,296 -34%
Principal Financial Group
109
Principal Financial Group
Iowa
$1.64M 22,143 +2,684 +14%
Axa
110
Axa
France
$1.62M 21,800 – –
Assenagon Asset Management
111
Assenagon Asset Management
Luxembourg
$1.6M 21,600 – –
American Century Companies
112
American Century Companies
Missouri
$1.6M 21,566 -18,428 -46%
ETC
113
Exchange Traded Concepts
Oklahoma
$1.55M 20,955 +5,210 +33%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$1.54M 20,718 +1,276 +7%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.53M 20,648 – –
LPL Financial
116
LPL Financial
California
$1.5M 20,213 -33 -0.2%
Marshall Wace
117
Marshall Wace
United Kingdom
$1.49M 20,064 +4,327 +27%
KIC
118
Kensington Investment Counsel
California
$1.44M 19,412 +205 +1%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.4M 18,867 -27 -0.1%
DFCM
120
Dark Forest Capital Management
Puerto Rico
$1.4M 18,830 +18,830 New
MAM
121
Martingale Asset Management
Massachusetts
$1.39M 18,823 -15,452 -45%
SWS
122
SYSTM Wealth Solutions
Illinois
$1.3M 17,564 +17,324 +7,218%
Citigroup
123
Citigroup
New York
$1.29M 17,436 -119,048 -87%
Barclays
124
Barclays
United Kingdom
$1.26M 17,032 -25,562 -60%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$1.23M 16,562 -2,655 -14%
3 4
5
6 7