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CBIZ
CBZ

Overview Fund Activity

208 hedge funds and large institutions have $1.95B invested in CBIZ in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
67
Reduced
75
Closed
11
Calls
$149K
Puts
$291K
Net Calls
-$142K
Net Calls Change
-$350K

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$10.6M
2
Millennium Management
2
Millennium Management
New York
$12.4M
3
NPIC
3
Neumeier Poma Investment Counsel
California
$8.09M
4
Bessemer Group
4
Bessemer Group
New Jersey
$15.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.72M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
PIM
2
Paradice Investment Management
Colorado
$30.8M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$108M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$77.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$76K +$3.39K +79 +5%
Macquarie Group
177
Macquarie Group
Australia
$67K -$59K -733 -47%
ACM
178
Aquatic Capital Management
Illinois
$56K +$56K +1,300 New
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$51K +$32.8K +770 +180%
Federated Hermes
180
Federated Hermes
Pennsylvania
$48K +$17.3K +403 +56%
PI
181
PineBridge Investments
New York
$32K +$6.86K +162 +27%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$27K +$14.1K +330 +109%
Osaic Holdings
183
Osaic Holdings
Arizona
$22K +$6.51K +157 +42%
AA
184
Ancora Advisors
Ohio
$21K – – –
GFPC
185
Global Financial Private Client
Florida
$18.2K – – –
BBHC
186
Brown Brothers Harriman & Co
New York
$16K – – –
TWA
187
TCI Wealth Advisors
Arizona
$16K +$44 +1 +0.3%
ST
188
Smithfield Trust
Pennsylvania
$15K – – –
S
189
SignatureFD
Georgia
$11K -$745 -17 -6%
QCG
190
Quadrant Capital Group
Ohio
$8K +$1.01K +23 +14%
KFP
191
KB Financial Partners
New Jersey
$7K – – –
PA
192
Parallel Advisors
California
$4K – – –
CA
193
Crewe Advisors
Utah
$4K – – –
MCM
194
Manchester Capital Management
Vermont
$3K +$692 +15 +30%
PHK
195
Point72 Hong Kong
Hong Kong
$3K +$3K +73 New
IA
196
IFP Advisors
Florida
$2K – – –
LC
197
Lindbrook Capital
California
$2K +$691 +19 +53%
AIP
198
Almanack Investment Partners
Pennsylvania
$2K +$2K +40 New
BTI
199
Blue Trust Inc
Georgia
$1K – – –
SC
200
Schubert & Co
Texas
$1K +$550 +11 +122%
5 6 7
8
9