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CBIZ
CBZ

Overview Fund Activity

283 hedge funds and large institutions have $3B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 37 closing their positions.

Holders
283
Holders Change
+8
Holders Change %
+2.91%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
108
Reduced
71
Closed
37
Calls
$733K
Puts
$20K
Net Calls
+$713K
Net Calls Change
-$606K

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$121M
2
GCM
2
Geneva Capital Management
Wisconsin
$19M
3
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$19.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$210M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$9.06M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$13.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$54.6M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
101
Millington Financial Advisors
Illinois
$2.02M 30,054 +726 +2%
OQS
102
Occudo Quantitative Strategies
Florida
$1.9M 28,211 +28,211 New
Principal Financial Group
103
Principal Financial Group
Iowa
$1.87M 27,860 +5,717 +26%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$1.86M 27,711 +27,711 New
MIM
105
MetLife Investment Management
New Jersey
$1.86M 27,656 – –
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$1.81M 26,874 +1,582 +6%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8M 26,707 -572 -2%
CF
108
Corebridge Financial
Texas
$1.72M 25,625 -159 -0.6%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$1.68M 24,908 -4,289 -15%
Voloridge Investment Management
110
Voloridge Investment Management
Florida
$1.64M 24,433 +12,829 +111%
GLA
111
Great Lakes Advisors
Illinois
$1.62M 24,069 -3,058 -11%
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$1.59M 23,645 +2,927 +14%
SDWMA
113
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.59M 23,643 -355 -1%
Canada Life
114
Canada Life
Manitoba, Canada
$1.57M 23,207 -1,615 -7%
TFCM
115
Taylor Frigon Capital Management
Arizona
$1.42M 21,043 +21,043 New
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$1.39M 20,648 – –
LPL Financial
117
LPL Financial
California
$1.35M 20,106 -107 -0.5%
KIC
118
Kensington Investment Counsel
California
$1.35M 20,079 +667 +3%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.27M 18,926 +59 +0.3%
Creative Planning
120
Creative Planning
Kansas
$1.18M 17,562 +1,630 +10%
American Century Companies
121
American Century Companies
Missouri
$1.18M 17,557 -4,009 -19%
DTL
122
Dynamic Technology Lab
Singapore
$1.16M 17,231 +17,231 New
SCM
123
Semanteon Capital Management
Massachusetts
$1.14M 16,999 +16,999 New
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$1.11M 16,514 +279 +2%
LCM
125
Legato Capital Management
California
$1.11M 16,450 +2,618 +19%
3 4
5
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