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CBIZ
CBZ

Overview Fund Activity

232 hedge funds and large institutions have $2.36B invested in CBIZ in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
83
Closed
17
Calls
$709K
Puts
$224K
Net Calls
+$485K
Net Calls Change
-$74K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.3M
2
BlackRock
2
BlackRock
New York
$183M
3
Macquarie Group
3
Macquarie Group
Australia
$46.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.3M
5
PFM
5
Premier Fund Managers
United Kingdom
$4.69M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$152M
2
Victory Capital Management
2
Victory Capital Management
Texas
$64.4M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$43.6M
4
Northern Trust
4
Northern Trust
Illinois
$50.7M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Apexium Financial
Texas
$706K – – –
Corient Private Wealth
127
Corient Private Wealth
Florida
$680K -$1.76K -33 -0.3%
ASRS
128
Arizona State Retirement System
Arizona
$680K -$26.7K -501 -4%
Los Angeles Capital Management
129
Los Angeles Capital Management
California
$628K – – –
Citadel Advisors
130
Citadel Advisors
Florida
$599K +$120K +2,256 +25%
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$597K +$597K +11,200 New
MPM
132
Meritage Portfolio Management
Kansas
$594K – – –
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$591K +$591K +11,100 New
NCM
134
Next Capital Management
New York
$586K – – –
Truist Financial
135
Truist Financial
North Carolina
$580K +$17.9K +336 +3%
HIS
136
Harvest Investment Services
Illinois
$580K -$138K -2,596 -19%
SAM
137
Shell Asset Management
Netherlands
$576K -$161K -3,030 -22%
Principal Financial Group
138
Principal Financial Group
Iowa
$556K -$52.4K -983 -9%
TRCT
139
Tower Research Capital (TRC)
New York
$541K +$469K +8,795 +643%
RC
140
RBF Capital
California
$533K – – –
CG
141
Caprock Group
Idaho
$523K – – –
Creative Planning
142
Creative Planning
Kansas
$521K +$38.7K +726 +8%
DT
143
Diversified Trust
Tennessee
$513K +$14.8K +278 +3%
EF
144
Empowered Funds
Pennsylvania
$508K +$29K +545 +6%
EST
145
EA Series Trust
Pennsylvania
$508K +$508K +9,528 New
VBFP
146
Valtinson Bruner Financial Planning
Minnesota
$480K – – –
JF
147
Jump Financial
Illinois
$458K +$458K +8,588 New
PMEF
148
Point72 Middle East FZE
United Arab Emirates
$447K +$440K +8,254 +6,025%
NYLIM
149
New York Life Investment Management
New York
$444K -$67K -1,258 -13%
SSA
150
Schonfeld Strategic Advisors
New York
$410K -$913K -17,131 -69%
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