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CBIZ
CBZ

Overview Fund Activity

244 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
$32.4M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$24.4M
3
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$13.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
$106M
5
B
BloombergSen
Ontario, Canada
$53.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$55.2M
2
Victory Capital Management
Victory Capital Management
Texas
$42.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$132M
4
SAM
Silvercrest Asset Management
New York
$57.4M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
126
Renaissance Technologies
New York
$733K -$451K -8,700 -38%
LCM
127
Legato Capital Management
California
$718K +$718K +13,832 New
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$710K +$3.63K +70 +0.5%
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$695K +$119K +2,300 +21%
AF
130
Apexium Financial
Texas
$687K – – –
ASRS
131
Arizona State Retirement System
Arizona
$667K +$4.67K +90 +0.7%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$657K +$335K +6,461 +104%
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$646K +$646K +12,454 New
Principal Financial Group
134
Principal Financial Group
Iowa
$643K +$101K +1,947 +19%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$612K – – –
MPM
136
Meritage Portfolio Management
Kansas
$579K – – –
NCM
137
Next Capital Management
New York
$571K – – –
Truist Financial
138
Truist Financial
North Carolina
$564K -$1.09K -21 -0.2%
SAM
139
Shell Asset Management
Netherlands
$552K -$9.56K -184 -2%
Creative Planning
140
Creative Planning
Kansas
$549K +$41.8K +806 +8%
Federated Hermes
141
Federated Hermes
Pennsylvania
$538K -$422K -8,130 -44%
DFCM
142
Dark Forest Capital Management
Puerto Rico
$536K +$536K +10,319 New
EF
143
Empowered Funds
Pennsylvania
$522K +$27.2K +525 +6%
RC
144
RBF Capital
California
$519K – – –
DT
145
Diversified Trust
Tennessee
$513K +$13K +251 +3%
CG
146
Caprock Group
Idaho
$509K -$156 -3 -0%
VBFP
147
Valtinson Bruner Financial Planning
Minnesota
$468K – – –
Corient Private Wealth
148
Corient Private Wealth
Florida
$446K -$217K -4,181 -33%
DekaBank Deutsche Girozentrale
149
DekaBank Deutsche Girozentrale
Germany
$423K +$423K +8,059 New
VRS
150
Virginia Retirement Systems
Virginia
$420K +$420K +8,100 New
4 5
6
7 8