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CBIZ
CBZ

Overview Fund Activity

275 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$283M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$48.6M
4
Capital World Investors
4
Capital World Investors
California
$61M
5
WCM Investment Management
5
WCM Investment Management
California
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$120M
3
Fidelity International
3
Fidelity International
Bermuda
$23.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
PCP
5
P2 Capital Partners
New York
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$671K +$366K +4,937 +120%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$668K – – –
YC
153
Yarbrough Capital
Tennessee
$658K +$169K +2,283 +35%
TRCT
154
Tower Research Capital (TRC)
New York
$655K +$529K +7,141 +420%
DW
155
Dodds Wealth
Colorado
$646K – – –
VPIM
156
Vanguard Personalized Indexing Management
California
$644K +$73.4K +1,003 +13%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$547K -$166K -2,239 -23%
CB
158
Commerce Bank
Missouri
$538K – – –
HCM
159
HMS Capital Management
Tennessee
$525K – – –
Comerica Bank
160
Comerica Bank
Texas
$497K +$221K +2,987 +80%
HIS
161
Harvest Investment Services
Illinois
$482K +$482K +6,498 New
ProShare Advisors
162
ProShare Advisors
Maryland
$476K -$162K -2,192 -25%
SOW
163
State of Wyoming
Wyoming
$473K +$4.59K +62 +1%
CCB
164
Country Club Bank
Missouri
$464K -$23.5K -319 -5%
I
165
InceptionR
California
$459K +$191K +2,571 +71%
IFS
166
Ifrah Financial Services
Arkansas
$459K -$16.8K -227 -4%
MFA
167
Mayflower Financial Advisors
Massachusetts
$453K -$370 -5 -0.1%
GAM
168
Gotham Asset Management
New York
$439K -$593 -8 -0.1%
Mariner
169
Mariner
Kansas
$436K -$1.7K -23 -0.4%
FFB
170
First Financial Bankshares
Texas
$433K +$433K +5,846 New
HSBC Holdings
171
HSBC Holdings
United Kingdom
$432K +$7.08K +96 +2%
TWC
172
TD Waterhouse Canada
Ontario, Canada
$428K -$60.2K -817 -12%
Pictet Asset Management
173
Pictet Asset Management
Switzerland
$425K -$14.1K -190 -3%
MWM
174
Moran Wealth Management
Florida
$422K +$23.9K +322 +6%
Lazard Asset Management
175
Lazard Asset Management
New York
$417K +$192K +2,594 +85%
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