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CBIZ
CBZ

Overview Fund Activity

283 hedge funds and large institutions have $3B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+8
Holders Change %
+2.91%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
108
Reduced
71
Closed
37
Calls
$733K
Puts
$20K
Net Calls
+$713K
Net Calls Change
-$606K

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$121M
2
GCM
2
Geneva Capital Management
Wisconsin
$19M
3
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$19.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$210M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$9.06M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$13.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$54.6M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
151
INTECH Investment Management
Florida
$679K +$679K +10,090 New
BHCM
152
Brevan Howard Capital Management
Jersey
$676K +$676K +10,053 New
RC
153
RBF Capital
California
$673K – – –
CG
154
Caprock Group
Idaho
$666K -$202 -3 -0%
Corient Private Wealth
155
Corient Private Wealth
Florida
$631K +$1.41K +21 +0.2%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$614K +$262K +3,897 +75%
ProShare Advisors
157
ProShare Advisors
Maryland
$609K +$177K +2,624 +41%
VBFP
158
Valtinson Bruner Financial Planning
Minnesota
$607K – – –
VPIM
159
Vanguard Personalized Indexing Management
California
$594K +$1.14K +17 +0.2%
Arrowstreet Capital
160
Arrowstreet Capital
Massachusetts
$576K -$1.08M -16,078 -65%
DW
161
Dodds Wealth
Colorado
$558K – – –
Comerica Bank
162
Comerica Bank
Texas
$550K +$99K +1,471 +22%
SSA
163
Schonfeld Strategic Advisors
New York
$545K +$545K +8,105 New
SOW
164
State of Wyoming
Wyoming
$524K +$94.7K +1,407 +22%
MWM
165
Moran Wealth Management
Florida
$521K +$138K +2,044 +36%
YIH
166
Y-Intercept (HK)
Hong Kong
$511K +$511K +7,587 New
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$497K – – –
HCM
168
HMS Capital Management
Tennessee
$477K – – –
CB
169
Commerce Bank
Missouri
$473K -$16.2K -240 -3%
PD
170
Point72 (DIFC)
United Arab Emirates
$441K +$441K +6,551 New
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$424K +$424K +6,307 New
FC
172
FORA Capital
Florida
$421K +$421K +6,258 New
CCB
173
Country Club Bank
Missouri
$421K – – –
II
174
Inspire Investing
Idaho
$414K +$94.3K +1,401 +29%
MFA
175
Mayflower Financial Advisors
Massachusetts
$411K – – –
5 6
7
8 9