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CBIZ
CBZ

Overview Fund Activity

271 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.8M
4
Capital World Investors
Capital World Investors
California
+$26.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$53.1M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$17.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$8.89M
5
NL
Nuveen LLC
North Carolina
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$1.94M -$4.05M -56,504 -68%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$1.87M +$218K +3,044 +13%
Norges Bank
103
Norges Bank
Norway
$1.84M +$1.84M +25,689 New
ZBNA
104
Zions Bancorporation, National Association
Utah
$1.83M +$557K +7,767 +44%
SDWMA
105
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.68M -$19.6K -274 -1%
IIM
106
INTECH Investment Management
Florida
$1.64M -$622K -8,677 -27%
Creative Planning
107
Creative Planning
Kansas
$1.62M -$117K -1,626 -7%
Canada Life
108
Canada Life
Manitoba, Canada
$1.57M +$184K +2,561 +13%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.55M – – –
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.55M -$660K -9,206 -30%
KIC
111
Kensington Investment Counsel
California
$1.38M -$26.7K -372 -2%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$1.35M +$3.73K +52 +0.3%
DFCM
113
Dark Forest Capital Management
Puerto Rico
$1.35M -$839K -11,706 -38%
VPIM
114
Vanguard Personalized Indexing Management
California
$1.29M +$771K +10,754 +149%
Stifel Financial
115
Stifel Financial
Missouri
$1.25M -$6.24K -87 -0.5%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$1.19M -$287K -4,000 -19%
LCM
117
Legato Capital Management
California
$1.16M – – –
CFO
118
Callan Family Office
Pennsylvania
$1.12M +$226K +3,145 +25%
KAS
119
Kestra Advisory Services
Texas
$1.08M – – –
ASRS
120
Arizona State Retirement System
Arizona
$1.07M +$146K +2,029 +16%
VFA
121
Valeo Financial Advisors
Indiana
$1.06M +$191K +2,660 +22%
YC
122
Yarbrough Capital
Tennessee
$1.03M – – –
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.03M +$99.2K +1,384 +11%
CWM
124
Chicago Wealth Management
Illinois
$1M – – –
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$979K – – –
3 4
5
6 7