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CBIZ
CBZ

Overview Fund Activity

279 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
Invesco
Georgia
$62.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
Capital World Investors
California
$92.8M
5
WPC
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$1.12M – – –
ProShare Advisors
127
ProShare Advisors
Maryland
$1.1M +$364K +4,448 +49%
AF
128
Apexium Financial
Texas
$1.08M – – –
Truist Financial
129
Truist Financial
North Carolina
$1.08M -$66.9K -817 -6%
ASRS
130
Arizona State Retirement System
Arizona
$1.07M +$10.2K +125 +1%
N
131
Numerai
California
$1M +$1M +12,235 New
VFA
132
Valeo Financial Advisors
Indiana
$988K – – –
Mariner
133
Mariner
Kansas
$977K +$61.2K +748 +7%
CFO
134
Callan Family Office
Pennsylvania
$977K +$977K +11,934 New
Man Group
135
Man Group
United Kingdom
$968K +$968K +11,825 New
MPM
136
Meritage Portfolio Management
Kansas
$918K – – –
Cerity Partners
137
Cerity Partners
New York
$907K -$10.7K -159 -1%
AQR Capital Management
138
AQR Capital Management
Connecticut
$904K -$148K -1,814 -14%
NCM
139
Next Capital Management
New York
$900K – – –
Squarepoint
140
Squarepoint
New York
$859K -$6.18M -75,484 -88%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$851K +$16.3K +199 +2%
PFSRSONJ
142
Police & Firemen's Retirement System of New Jersey
New Jersey
$836K +$836K +10,213 New
RC
143
RBF Capital
California
$818K – – –
CG
144
Caprock Group
Idaho
$816K +$5.97K +73 +0.7%
Comerica Bank
145
Comerica Bank
Texas
$782K +$113K +1,379 +17%
Corient Private Wealth
146
Corient Private Wealth
Florida
$778K +$10.5K +128 +1%
KK
147
KLP Kapitalforvaltning
Norway
$769K +$769K +9,400 New
DW
148
Dodds Wealth
Colorado
$741K – – –
VBFP
149
Valtinson Bruner Financial Planning
Minnesota
$730K -$8.02K -98 -1%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$655K +$51.2K +626 +8%
4 5
6
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