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CBIZ
CBZ

Overview Fund Activity

168 hedge funds and large institutions have $1.81B invested in CBIZ in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
47
Reduced
67
Closed
17
Calls
$160K
Puts
$329K
Net Calls
-$169K
Net Calls Change
-$169K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$36.1M
2
EVM
2
Eaton Vance Management
Massachusetts
$100M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$11.7M
4
ACM
4
Atlanta Capital Management
Georgia
$51.4M
5
RC
5
Roundview Capital
New Jersey
$2.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.29M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$50.6M
3
Millennium Management
3
Millennium Management
New York
$1.84M
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$65.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$19K -$75.3K -1,970 -80%
GFPC
152
Global Financial Private Client
Florida
$15.9K – – –
Osaic Holdings
153
Osaic Holdings
Arizona
$15K +$533 +14 +4%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$14K – – –
TWA
155
TCI Wealth Advisors
Arizona
$14K – – –
ST
156
Smithfield Trust
Pennsylvania
$13K – – –
IPW
157
IronBridge Private Wealth
Texas
$11K – – –
S
158
SignatureFD
Georgia
$11K +$2.57K +63 +30%
KFP
159
KB Financial Partners
New Jersey
$10K +$10K +245 New
US Bancorp
160
US Bancorp
Minnesota
$9K -$11.4K -301 -56%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$6K -$893 -25 -13%
QCG
162
Quadrant Capital Group
Ohio
$6K -$76 -2 -1%
IA
163
IFP Advisors
Florida
$2K +$465 +10 +30%
SFM
164
Signet Financial Management
New Jersey
$2K +$2K +57 New
LC
165
Lindbrook Capital
California
$1K – – –
C
166
Covestor
United Kingdom
$1K +$1K +15 New
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$972 – -4 -0%
Renaissance Technologies
168
Renaissance Technologies
New York
– -$3.71M -114,800 Closed
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
– -$1.88M -58,261 Closed
ELI
170
Empire Life Investments
Ontario, Canada
– -$727K -22,466 Closed
SFI
171
Susquehanna Fundamental Investments
Pennsylvania
– -$557K -17,227 Closed
WG
172
Winton Group
United Kingdom
– -$509K -15,731 Closed
EGM
173
Engineers Gate Manager
New York
– -$407K -12,597 Closed
SS
174
Simplicity Solutions
Minnesota
– -$328K -10,138 Closed
CSS
175
Cubist Systematic Strategies
Connecticut
– -$318K -9,822 Closed
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