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CBIZ
CBZ

Overview Fund Activity

259 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$47.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$49.9M
4
Select Equity Group
4
Select Equity Group
New York
$16.6M
5
BlackRock
5
BlackRock
New York
$222M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.4M
2
PIM
2
Paradice Investment Management
Colorado
$16.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$30.2M
4
Victory Capital Management
4
Victory Capital Management
Texas
$36.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
126
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1M +$1M +16,000 New
KIC
127
Kensington Investment Counsel
California
$972K +$972K +15,534 New
HighTower Advisors
128
HighTower Advisors
Illinois
$956K +$7.01K +112 +0.7%
VFA
129
Valeo Financial Advisors
Indiana
$906K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$894K +$842K +13,452 +1,621%
Citigroup
131
Citigroup
New York
$885K +$510K +8,142 +136%
LCM
132
Legato Capital Management
California
$866K – – –
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$857K – – –
AF
134
Apexium Financial
Texas
$829K – – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$824K +$31.4K +501 +4%
TI
136
Trexquant Investment
Connecticut
$812K +$812K +12,967 New
ASRS
137
Arizona State Retirement System
Arizona
$785K -$19.4K -310 -2%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$770K -$68.9K -1,100 -8%
EF
139
Empowered Funds
Pennsylvania
$762K +$133K +2,125 +21%
Jane Street
140
Jane Street
New York
$710K -$740K -11,826 -51%
CAM
141
ClariVest Asset Management
California
$704K -$283K -4,527 -29%
MPM
142
Meritage Portfolio Management
Kansas
$698K – – –
Creative Planning
143
Creative Planning
Kansas
$691K +$28.4K +454 +4%
NCM
144
Next Capital Management
New York
$688K – – –
Lazard Asset Management
145
Lazard Asset Management
New York
$675K +$171K +2,736 +34%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$673K +$213K +3,404 +46%
Corient Private Wealth
147
Corient Private Wealth
Florida
$660K +$123K +1,962 +23%
Canada Pension Plan Investment Board
148
Canada Pension Plan Investment Board
Ontario, Canada
$657K +$657K +10,498 New
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$654K -$84.5K -1,350 -11%
Truist Financial
150
Truist Financial
North Carolina
$642K -$38.4K -613 -6%
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