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CBIZ
CBZ

Overview Fund Activity

244 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K

Top Buyers

1
PFM
1
Premier Fund Managers
United Kingdom
$32.4M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$24.4M
3
Public Employees Retirement Association of Colorado
3
Public Employees Retirement Association of Colorado
Colorado
$13.4M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$106M
5
B
5
BloombergSen
Ontario, Canada
$53.4M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$55.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$42.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$132M
4
SAM
4
Silvercrest Asset Management
New York
$57.4M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
151
Engineers Gate Manager
New York
$419K +$419K +8,082 New
Lazard Asset Management
152
Lazard Asset Management
New York
$418K +$226K +4,358 +118%
YIH
153
Y-Intercept (HK)
Hong Kong
$406K +$406K +7,820 New
QT
154
Quantbot Technologies
New York
$404K +$369K +7,106 +1,051%
Capstone Investment Advisors
155
Capstone Investment Advisors
New York
$399K +$399K +7,693 New
AB
156
Amalgamated Bank
New York
$385K +$7.22K +139 +2%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$382K +$60.6K +1,167 +19%
CB
158
Commerce Bank
Missouri
$376K -$525K -10,116 -58%
NYLIM
159
New York Life Investment Management
New York
$373K -$58.9K -1,134 -14%
VPIM
160
Vanguard Personalized Indexing Management
California
$373K +$4.41K +85 +1%
GAM
161
Gotham Asset Management
New York
$371K -$2.86K -55 -0.8%
HCM
162
HMS Capital Management
Tennessee
$369K -$9.08K -175 -2%
JPMPWA
163
J.P. Morgan Private Wealth Advisors
California
$367K -$104 -2 -0%
CIAS
164
CBIZ Investment Advisory Services
Ohio
$365K – – –
CCB
165
Country Club Bank
Missouri
$348K – – –
IFS
166
Ifrah Financial Services
Arkansas
$346K -$2.91K -56 -0.8%
YC
167
Yarbrough Capital
Tennessee
$343K +$343K +6,601 New
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$327K -$51.9K -1,000 -14%
ProShare Advisors
169
ProShare Advisors
Maryland
$323K -$415 -8 -0.1%
SAM
170
Sawgrass Asset Management
Florida
$315K +$27.4K +528 +10%
MFA
171
Mayflower Financial Advisors
Massachusetts
$315K +$55K +1,060 +21%
Citigroup
172
Citigroup
New York
$312K -$1.23M -23,697 -80%
II
173
Inspire Investing
Idaho
$309K +$1.97K +38 +0.6%
Mariner
174
Mariner
Kansas
$292K +$7.42K +143 +3%
I
175
InceptionR
California
$285K +$285K +5,483 New
5 6
7
8 9