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CBIZ
CBZ

Overview Fund Activity

168 hedge funds and large institutions have $1.55B invested in CBIZ in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
70
Closed
13
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
-$262K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$90.4M
2
SAM
2
Silvercrest Asset Management
New York
$57.8M
3
Ameriprise
3
Ameriprise
Minnesota
$4.74M
4
ICOM
4
Investment Counselors of Maryland
Maryland
$48.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$8.93M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$65.8M
2
BlackRock
2
BlackRock
New York
$119M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$4.74M
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$59M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$374K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$12K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$11K +$192 +6 +2%
IPW
153
IronBridge Private Wealth
Texas
$9K – – –
KFP
154
KB Financial Partners
New Jersey
$8K -$2.06K -63 -20%
BCA
155
Berman Capital Advisors
Georgia
$8K +$5.18K +174 +183%
PA
156
Parallel Advisors
California
$7K +$6.21K +188 +783%
US Bancorp
157
US Bancorp
Minnesota
$6K – – –
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$5K -$2.4K -74 -32%
TCWA
159
Ten Capital Wealth Advisors
Washington
$5K – – –
QCG
160
Quadrant Capital Group
Ohio
$5K +$612 +18 +14%
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +135 New
ASN
162
Advisory Services Network
Georgia
$3K +$3K +100 New
DA
163
Denali Advisors
California
$1K -$71.8K -2,800 -99%
SWM
164
Spire Wealth Management
Virginia
$1K – – –
IA
165
IFP Advisors
Florida
$1K – – –
LC
166
Lindbrook Capital
California
$1K – – –
AIG
167
American International Group
New York
$919 -$55 -1,678 -6%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$85 +$16 +500 +24%
CCIA
169
Campbell & Co Investment Adviser
Maryland
– -$759K -23,253 Closed
Squarepoint
170
Squarepoint
New York
– -$671K -20,537 Closed
DGHMC
171
Dalton, Greiner, Hartman, Maher & Co
New York
– -$497K -15,205 Closed
PP
172
Paloma Partners
Connecticut
– -$439K -13,435 Closed
TI
173
Trexquant Investment
Connecticut
– -$233K -7,138 Closed
Principal Financial Group
174
Principal Financial Group
Iowa
– -$207K -6,337 Closed
New York State Teachers Retirement System (NYSTRS)
175
New York State Teachers Retirement System (NYSTRS)
New York
– -$140K -4,300 Closed
4 5 6
7
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