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CBIZ
CBZ

Overview Fund Activity

226 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
83
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$47M
2
Macquarie Group
2
Macquarie Group
Australia
$34.2M
3
B
3
BloombergSen
Ontario, Canada
$43.1M
4
GLA
4
Great Lakes Advisors
Illinois
$9.29M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$42.2M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$159M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$79.3M
3
Man Group
3
Man Group
United Kingdom
$0
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$54.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
151
Empowered Funds
Pennsylvania
$445K +$12.8K +258 +3%
CIAS
152
CBIZ Investment Advisory Services
Ohio
$434K +$434K +8,779 New
Citigroup
153
Citigroup
New York
$398K +$61.2K +1,237 +18%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$364K -$1.18M -23,772 -76%
HCM
155
HMS Capital Management
Tennessee
$360K +$17.1K +345 +5%
AIM
156
Aigen Investment Management
New York
$346K +$4.06K +82 +1%
VPIM
157
Vanguard Personalized Indexing Management
California
$336K +$336K +6,792 New
IFS
158
Ifrah Financial Services
Arkansas
$333K -$10.9K -221 -3%
AB
159
Amalgamated Bank
New York
$330K -$55.1K -1,114 -14%
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$326K +$5.64K +114 +2%
SG Americas Securities
161
SG Americas Securities
New York
$319K -$106K -2,141 -25%
PAMS
162
Pictet Asset Management (Switzerland)
Switzerland
$310K – – –
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$306K +$3.32K +67 +1%
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$285K -$247 -5 -0.1%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$279K – – –
BFG
166
Bleakley Financial Group
New Jersey
$278K +$2.18K +44 +0.8%
SS
167
Simplicity Solutions
Minnesota
$278K +$278K +5,625 New
ProShare Advisors
168
ProShare Advisors
Maryland
$275K -$29.7K -601 -10%
SAM
169
Sawgrass Asset Management
Florida
$274K +$274K +5,546 New
II
170
Inspire Investing
Idaho
$273K +$24.5K +495 +10%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$272K – – –
Mariner
172
Mariner
Kansas
$272K +$6.98K +141 +3%
MFA
173
Mayflower Financial Advisors
Massachusetts
$247K – – –
VI
174
Vestcor Inc
New Brunswick, Canada
$229K – – –
MWM
175
Moran Wealth Management
Florida
$225K -$66.5K -1,344 -23%
5 6
7
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