CBZ icon

CBIZ
CBZ

Overview Fund Activity

286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$5K

Top Buyers

1
NL
1
Nuveen LLC
North Carolina
$23.5M
2
AIM
2
Artemis Investment Management
United Kingdom
$47.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$30.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$168M
5
PCP
5
P2 Capital Partners
New York
$145M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$205M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.24M
4
SCM
4
SG Capital Management
Illinois
$6.85M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.15M 28,306 +2,257 +9%
MIM
102
MetLife Investment Management
New Jersey
$2.11M 27,873 -1,063 -4%
Creative Planning
103
Creative Planning
Kansas
$1.84M 24,281 -224 -0.9%
SEI Investments
104
SEI Investments
Pennsylvania
$1.83M 24,107 -13,294 -36%
SDWMA
105
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.79M 23,643 – –
CF
106
Corebridge Financial
Texas
$1.78M 23,479 -347 -1%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$1.75M 23,024 -4,213 -15%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$1.64M 21,600 – –
DZ Bank
109
DZ Bank
Germany
$1.6M 21,152 – –
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$1.57M 20,648 – –
KIC
111
Kensington Investment Counsel
California
$1.49M 19,657 -554 -3%
Canada Life
112
Canada Life
Manitoba, Canada
$1.47M 19,269 -1,191 -6%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$1.45M 19,263 -79,518 -80%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$1.42M 18,776 – –
ZBNA
115
Zions Bancorporation, National Association
Utah
$1.35M 17,805 +17,805 New
TC
116
TwinBeech Capital
New York
$1.34M 17,667 +17,667 New
Stifel Financial
117
Stifel Financial
Missouri
$1.33M 17,516 +280 +2%
LCM
118
Legato Capital Management
California
$1.23M 16,238 -212 -1%
KAS
119
Kestra Advisory Services
Texas
$1.14M 15,079 – –
OAC
120
OMERS Administration Corp
Ontario, Canada
$1.11M 14,600 +14,600 New
YC
121
Yarbrough Capital
Tennessee
$1.09M 14,346 – –
SG Americas Securities
122
SG Americas Securities
New York
$1.08M 14,263 +11,727 +462%
LIC
123
Laurus Investment Counsel
Canada
$1.06M 14,020 -14,870 -51%
CWM
124
Chicago Wealth Management
Illinois
$1.06M 14,000 – –
Mariner
125
Mariner
Kansas
$1.05M 13,793 +1,849 +15%
3 4
5
6 7