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CBIZ
CBZ

Overview Fund Activity

279 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
1
Invesco
Georgia
$62.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
4
Capital World Investors
California
$92.8M
5
WPC
5
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$2.27M 27,743 +4,098 +17%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.23M 27,237 -474 -2%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.13M 26,049 -658 -2%
Creative Planning
104
Creative Planning
Kansas
$2.01M 24,505 +6,943 +40%
CF
105
Corebridge Financial
Texas
$1.95M 23,826 -1,799 -7%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.93M 23,643 – –
IIM
107
INTECH Investment Management
Florida
$1.89M 23,064 +12,974 +129%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$1.77M 21,600 -15,200 -41%
DZ Bank
109
DZ Bank
Germany
$1.73M 21,152 -34,617 -62%
Jane Street
110
Jane Street
New York
$1.72M 21,026 -29,474 -58%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.69M 20,648 – –
Canada Life
112
Canada Life
Manitoba, Canada
$1.67M 20,460 -2,747 -12%
KIC
113
Kensington Investment Counsel
California
$1.65M 20,211 +132 +0.7%
LPL Financial
114
LPL Financial
California
$1.65M 20,154 +48 +0.2%
TFCM
115
Taylor Frigon Capital Management
Arizona
$1.56M 19,052 -1,991 -9%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$1.54M 18,776 -150 -0.8%
First Trust Advisors
117
First Trust Advisors
Illinois
$1.48M 18,107 -33,532 -65%
Stifel Financial
118
Stifel Financial
Missouri
$1.41M 17,236 +3,447 +25%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$1.36M 16,612 +98 +0.6%
LCM
120
Legato Capital Management
California
$1.35M 16,450 – –
KAS
121
Kestra Advisory Services
Texas
$1.23M 15,079 +21 +0.1%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1.21M 14,787 -944 -6%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.19M 14,601 -1,101 -7%
YC
124
Yarbrough Capital
Tennessee
$1.17M 14,346 – –
CWM
125
Chicago Wealth Management
Illinois
$1.15M 14,000 – –
3 4
5
6 7