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CBIZ
CBZ

Overview Fund Activity

160 hedge funds and large institutions have $1.51B invested in CBIZ in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
60
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$43.4M
2
EVM
2
Eaton Vance Management
Massachusetts
$72M
3
Millennium Management
3
Millennium Management
New York
$9.63M
4
Wells Fargo
4
Wells Fargo
California
$93.5M
5
PIM
5
Paradice Investment Management
Colorado
$44.6M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$45.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$60.3M
3
BlackRock
3
BlackRock
New York
$112M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.61M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
151
IronBridge Private Wealth
Texas
$9K – – –
BCA
152
Berman Capital Advisors
Georgia
$8K +$175 +6 +2%
S
153
SignatureFD
Georgia
$7K -$5.92K -175 -46%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$6K +$1.21K +39 +25%
QCG
155
Quadrant Capital Group
Ohio
$5K +$406 +13 +9%
IA
156
IFP Advisors
Florida
$2K – – –
LC
157
Lindbrook Capital
California
$1K – – –
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$84 – – –
Jennison Associates
159
Jennison Associates
New York
– -$1.09M -33,391 Closed
California Public Employees Retirement System
160
California Public Employees Retirement System
California
– -$834K -25,459 Closed
EA
161
Ellsworth Advisors
Ohio
– -$435K -13,286 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$374K -11,414 Closed
DWM
163
Dakota Wealth Management
Florida
– -$361K -11,010 Closed
E
164
Ergoteles
New York
– -$334K -10,200 Closed
PI
165
PEAK6 Investments
Illinois
– -$209K -6,374 Closed
KCM
166
Kennedy Capital Management
Missouri
– -$205K -6,243 Closed
WT
167
Whittier Trust
California
– -$164K -5,000 Closed
TCOV
168
Trust Company of Vermont
Vermont
– -$103K -3,150 Closed
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
– -$29K -900 Closed
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
– -$13K -400 Closed
KFP
171
KB Financial Partners
New Jersey
– -$8K -245 Closed
TCWA
172
Ten Capital Wealth Advisors
Washington
– -$5K -150 Closed
LWCFA
173
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$4K -135 Closed
ASN
174
Advisory Services Network
Georgia
– -$3K -100 Closed
SWM
175
Spire Wealth Management
Virginia
– -$1K -43 Closed
4 5 6
7
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