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CBIZ
CBZ

Overview Fund Activity

268 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
113
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$246M
2
Select Equity Group
2
Select Equity Group
New York
$99M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$291M
4
Capital World Investors
4
Capital World Investors
California
$40.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$93M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
PCP
2
P2 Capital Partners
New York
$110M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.4M
4
Macquarie Group
4
Macquarie Group
Australia
$44.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
151
Vanguard Personalized Indexing Management
California
$613K +$51K +650 +9%
CB
152
Commerce Bank
Missouri
$570K -$129K -1,641 -18%
HCM
153
HMS Capital Management
Tennessee
$556K +$4.16K +53 +0.8%
Jane Street
154
Jane Street
New York
$537K -$353K -4,498 -40%
CCB
155
Country Club Bank
Missouri
$519K – – –
YC
156
Yarbrough Capital
Tennessee
$518K – – –
TWC
157
TD Waterhouse Canada
Ontario, Canada
$509K +$7.69K +100 +2%
IFS
158
Ifrah Financial Services
Arkansas
$504K -$12.6K -161 -2%
SOW
159
State of Wyoming
Wyoming
$496K +$39.7K +506 +9%
MFA
160
Mayflower Financial Advisors
Massachusetts
$480K +$4.55K +58 +1%
GAM
161
Gotham Asset Management
New York
$465K +$314 +4 +0.1%
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$465K +$46.1K +587 +11%
Mariner
163
Mariner
Kansas
$463K +$19.3K +246 +4%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$452K +$452K +5,756 New
SFI
165
Susquehanna Fundamental Investments
Pennsylvania
$440K +$440K +5,600 New
CAM
166
Cresset Asset Management
Illinois
$436K -$37.3K -475 -8%
CIAS
167
CBIZ Investment Advisory Services
Ohio
$428K -$110K -1,400 -20%
MWM
168
Moran Wealth Management
Florida
$422K +$22.5K +286 +6%
SAM
169
Sawgrass Asset Management
Florida
$389K -$73K -930 -16%
AIP
170
Ameritas Investment Partners
Nebraska
$375K -$14.3K -182 -4%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$366K -$48.6K -619 -12%
NYLIM
172
New York Life Investment Management
New York
$359K -$189K -2,409 -35%
II
173
Inspire Investing
Idaho
$359K -$124K -1,576 -26%
LCM
174
Landscape Capital Management
New Jersey
$355K +$355K +4,520 New
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$353K -$141K -1,799 -29%
5 6
7
8 9