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CBIZ
CBZ

Overview Fund Activity

226 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
83
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
$47M
2
Macquarie Group
Macquarie Group
Australia
$34.2M
3
B
BloombergSen
Ontario, Canada
$43.1M
4
GLA
Great Lakes Advisors
Illinois
$9.29M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$42.2M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$159M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$79.3M
3
Man Group
Man Group
United Kingdom
$0
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$54.2M
5
Victory Capital Management
Victory Capital Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Apexium Financial
Texas
$656K – – –
Corient Private Wealth
127
Corient Private Wealth
Florida
$634K +$634K +12,802 New
KeyBank National Association
128
KeyBank National Association
Ohio
$616K -$95.5K -1,930 -13%
I
129
InceptionR
California
$603K +$82.9K +1,675 +16%
TI
130
Trexquant Investment
Connecticut
$602K +$602K +12,163 New
Jane Street
131
Jane Street
New York
$599K +$241K +4,878 +67%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$584K – – –
OQS
133
Occudo Quantitative Strategies
Florida
$579K +$579K +11,704 New
CCA
134
Column Capital Advisors
Indiana
$573K +$573K +11,573 New
Principal Financial Group
135
Principal Financial Group
Iowa
$565K -$74.5K -1,506 -12%
CCB
136
Country Club Bank
Missouri
$565K – – –
Canada Pension Plan Investment Board
137
Canada Pension Plan Investment Board
Ontario, Canada
$554K – – –
MPM
138
Meritage Portfolio Management
Kansas
$552K – – –
NCM
139
Next Capital Management
New York
$544K – – –
Truist Financial
140
Truist Financial
North Carolina
$523K +$10.9K +221 +2%
Renaissance Technologies
141
Renaissance Technologies
New York
$495K +$99K +2,000 +25%
RC
142
RBF Capital
California
$495K – – –
CG
143
Caprock Group
Idaho
$486K +$486K +9,812 New
NYLIM
144
New York Life Investment Management
New York
$474K -$194K -3,930 -29%
GAM
145
Gotham Asset Management
New York
$471K -$73.4K -1,483 -13%
DT
146
Diversified Trust
Tennessee
$463K +$11.1K +225 +2%
EGM
147
Engineers Gate Manager
New York
$452K -$902K -18,226 -67%
Creative Planning
148
Creative Planning
Kansas
$448K +$153K +3,096 +52%
VBFP
149
Valtinson Bruner Financial Planning
Minnesota
$446K – – –
Citadel Advisors
150
Citadel Advisors
Florida
$445K -$238K -4,804 -35%
4 5
6
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