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CBIZ
CBZ

Overview Fund Activity

271 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$364M
4
Capital World Investors
Capital World Investors
California
$115M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$29.4M
4
GKIM
GW&K Investment Management
Massachusetts
$55.2M
5
NL
Nuveen LLC
North Carolina
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$516K -$45K -628 -8%
Verition Fund Management
152
Verition Fund Management
Connecticut
$510K +$510K +7,117 New
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$507K +$96.6K +1,347 +24%
HCM
154
HMS Capital Management
Tennessee
$502K -$5.59K -78 -1%
Prudential Financial
155
Prudential Financial
New Jersey
$492K +$219K +2,957 +80%
CGIM
156
Cannon Global Investment Management
Florida
$466K +$466K +6,500 New
CWM
157
CIBC World Markets
New York
$463K -$299K -4,174 -39%
QCM
158
Quantinno Capital Management
New York
$457K +$249K +3,471 +120%
CCB
159
Country Club Bank
Missouri
$448K – – –
GAM
160
Gotham Asset Management
New York
$424K – – –
JF
161
Jump Financial
Illinois
$423K +$423K +5,902 New
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$409K +$165K +2,303 +68%
MFA
163
Mayflower Financial Advisors
Massachusetts
$406K -$14.3K -200 -3%
Holocene Advisors
164
Holocene Advisors
New York
$400K +$400K +5,577 New
TRCT
165
Tower Research Capital (TRC)
New York
$396K +$296K +4,128 +297%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$395K +$395K +5,552 New
HA
167
Helium Advisors
Washington
$394K +$394K +5,500 New
II
168
Inspire Investing
Idaho
$391K +$66.3K +924 +20%
AIP
169
Ameritas Investment Partners
Nebraska
$384K +$36.2K +505 +10%
IFS
170
Ifrah Financial Services
Arkansas
$373K -$3.66K -51 -1%
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$356K +$16.5K +230 +5%
FT
172
Fiduciary Trust
Massachusetts
$350K -$86.4K -1,205 -20%
AAS
173
Avantax Advisory Services
Texas
$350K -$5.59K -78 -2%
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
$345K +$11K +154 +3%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$340K -$18.5K -258 -5%
5 6
7
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