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CBIZ
CBZ

Overview Fund Activity

268 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
113
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$246M
2
Select Equity Group
Select Equity Group
New York
$99M
3
Vanguard Group
Vanguard Group
Pennsylvania
$291M
4
Capital World Investors
Capital World Investors
California
$40.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
PCP
P2 Capital Partners
New York
$110M
3
Victory Capital Management
Victory Capital Management
Texas
$3.4M
4
Macquarie Group
Macquarie Group
Australia
$44.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$1.18M -$1.18M -15,000 -50%
Creative Planning
127
Creative Planning
Kansas
$1.17M +$305K +3,881 +35%
AQR Capital Management
128
AQR Capital Management
Connecticut
$1.16M -$151K -1,926 -12%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$1.1M -$66.9K -1,328 -6%
CWM
130
Chicago Wealth Management
Illinois
$1.1M -$236K -3,000 -18%
LCM
131
Legato Capital Management
California
$1.09M – – –
VFA
132
Valeo Financial Advisors
Indiana
$1.07M -$63.1K -806 -6%
EF
133
Empowered Funds
Pennsylvania
$1.06M +$106K +1,349 +11%
AF
134
Apexium Financial
Texas
$1.04M – – –
ASRS
135
Arizona State Retirement System
Arizona
$968K -$16.3K -207 -2%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$966K – – –
MPM
137
Meritage Portfolio Management
Kansas
$875K – – –
NCM
138
Next Capital Management
New York
$864K – – –
AG
139
Algert Global
California
$860K +$531K +6,770 +162%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$834K +$156K +3,160 +23%
Corient Private Wealth
141
Corient Private Wealth
Florida
$808K -$20.2K -257 -2%
Truist Financial
142
Truist Financial
North Carolina
$805K -$471 -6 -0.1%
RC
143
RBF Capital
California
$785K – – –
CG
144
Caprock Group
Idaho
$770K +$157 +2 +0%
ACM
145
Aquatic Capital Management
Illinois
$761K +$526K +6,700 +223%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$755K -$89.6K -1,141 -11%
VBFP
147
Valtinson Bruner Financial Planning
Minnesota
$708K – – –
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$689K +$355K +4,518 +106%
DW
149
Dodds Wealth
Colorado
$686K – – –
ProShare Advisors
150
ProShare Advisors
Maryland
$676K +$53.2K +678 +9%
4 5
6
7 8