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CBIZ
CBZ

Overview Fund Activity

279 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
1
Invesco
Georgia
$62.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
4
Capital World Investors
California
$92.8M
5
WPC
5
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
151
Vanguard Personalized Indexing Management
California
$639K -$83.1K -1,016 -12%
VI
152
Versor Investments
New York
$637K +$637K +7,780 New
CG
153
Cynosure Group
Utah
$613K -$699K -8,547 -53%
HCM
154
HMS Capital Management
Tennessee
$579K -$736 -9 -0.1%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$572K -$1.47M -17,916 -72%
CB
156
Commerce Bank
Missouri
$570K -$4.66K -57 -0.8%
CCB
157
Country Club Bank
Missouri
$514K – – –
GAM
158
Gotham Asset Management
New York
$485K +$1.23K +15 +0.3%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$485K -$397K -4,825 -45%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$484K +$484K +5,919 New
MFA
161
Mayflower Financial Advisors
Massachusetts
$480K -$20.5K -250 -4%
FFB
162
First Financial Bankshares
Texas
$478K – – –
IFS
163
Ifrah Financial Services
Arkansas
$472K -$10.6K -129 -2%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$469K – – –
SOW
165
State of Wyoming
Wyoming
$455K -$182K -2,219 -29%
State of Wisconsin Investment Board
166
State of Wisconsin Investment Board
Wisconsin
$418K -$329K -4,016 -44%
AIP
167
Ameritas Investment Partners
Nebraska
$410K +$18.9K +231 +5%
II
168
Inspire Investing
Idaho
$397K -$107K -1,302 -21%
I
169
InceptionR
California
$395K +$395K +4,830 New
Tudor Investment Corp
170
Tudor Investment Corp
Connecticut
$390K -$2.81M -34,365 -88%
AAS
171
Avantax Advisory Services
Texas
$388K +$126K +1,536 +48%
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
$377K -$140K -1,706 -27%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$370K – – –
CWM
174
CIBC World Markets
New York
$367K +$367K +4,484 New
CIAS
175
CBIZ Investment Advisory Services
Ohio
$359K -$81.8K -1,000 -19%
5 6
7
8 9