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CBIZ
CBZ

Overview Fund Activity

283 hedge funds and large institutions have $3B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+8
Holders Change %
+2.91%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
108
Reduced
71
Closed
37
Calls
$733K
Puts
$20K
Net Calls
+$713K
Net Calls Change
-$606K

Top Buyers

1
PCP
P2 Capital Partners
New York
$121M
2
GCM
Geneva Capital Management
Wisconsin
$19M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$19.6M
4
Morgan Stanley
Morgan Stanley
New York
$210M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$9.06M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$0
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$13.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$54.6M
4
Fidelity International
Fidelity International
Bermuda
$0
5
ACH
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Cynosure Group
Utah
$1.08M +$746K +11,080 +224%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$55.9K -831 -5%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$1.06M -$24.7K -367 -2%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$1.05M -$2.87M -42,649 -73%
KAS
130
Kestra Advisory Services
Texas
$1.01M – – –
YC
131
Yarbrough Capital
Tennessee
$965K +$368K +5,462 +61%
CWM
132
Chicago Wealth Management
Illinois
$942K – – –
Truist Financial
133
Truist Financial
North Carolina
$939K +$200K +2,977 +27%
Stifel Financial
134
Stifel Financial
Missouri
$928K +$319K +4,738 +52%
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$918K – – –
Cerity Partners
136
Cerity Partners
New York
$918K +$193K +2,861 +27%
AF
137
Apexium Financial
Texas
$891K – – –
HF
138
HRT Financial
New York
$891K +$891K +13,250 New
ASRS
139
Arizona State Retirement System
Arizona
$874K +$25.8K +384 +3%
AQR Capital Management
140
AQR Capital Management
Connecticut
$865K -$142K -2,103 -14%
VFA
141
Valeo Financial Advisors
Indiana
$813K +$538 +8 +0.1%
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$758K +$758K +11,267 New
MPM
143
Meritage Portfolio Management
Kansas
$755K +$4.71K +70 +0.6%
Mariner
144
Mariner
Kansas
$752K +$357K +5,318 +90%
FRM
145
Fox Run Management
Connecticut
$741K +$741K +11,016 New
NCM
146
Next Capital Management
New York
$740K – – –
CGIM
147
Cannon Global Investment Management
Florida
$740K +$740K +11,000 New
XT
148
XTX Topco
Cayman Islands
$739K +$739K +10,979 New
HSBC Holdings
149
HSBC Holdings
United Kingdom
$719K +$326K +4,858 +83%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$686K -$905K -13,444 -57%
4 5
6
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