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CBIZ
CBZ

Overview Fund Activity

226 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
83
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$47M
2
Macquarie Group
2
Macquarie Group
Australia
$34.2M
3
B
3
BloombergSen
Ontario, Canada
$43.1M
4
GLA
4
Great Lakes Advisors
Illinois
$9.29M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$42.2M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$159M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$79.3M
3
Man Group
3
Man Group
United Kingdom
$0
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$54.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$218K +$218K +4,400 New
SMH
177
Sanders Morris Harris
Texas
$218K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$214K +$180K +3,634 +523%
AIP
179
Ameritas Investment Partners
Nebraska
$190K – – –
HNB
180
Huntington National Bank
Ohio
$149K +$3.22K +65 +2%
SFM
181
Systematic Financial Management
New Jersey
$143K +$143K +2,898 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$133K – – –
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$125K -$22.3K -451 -15%
TCOV
184
Trust Company of Vermont
Vermont
$105K – – –
SOW
185
State of Wyoming
Wyoming
$104K +$82.1K +1,659 +382%
RI
186
Ridgewood Investments
New Jersey
$91.6K +$91.6K +1,850 New
US Bancorp
187
US Bancorp
Minnesota
$83.4K -$1.44K -29 -2%
TRCT
188
Tower Research Capital (TRC)
New York
$68K +$9.45K +190 +16%
Osaic Holdings
189
Osaic Holdings
Arizona
$62.3K +$2.62K +53 +4%
ACM
190
Aquatic Capital Management
Illinois
$59K +$59K +1,200 New
SAI
191
Systematic Alpha Investments
New Jersey
$55.3K +$55.3K +1,118 New
PI
192
PineBridge Investments
New York
$37.4K – – –
AssetMark Inc
193
AssetMark Inc
California
$35.9K +$35.9K +725 New
QT
194
Quantbot Technologies
New York
$32.9K -$443K -8,959 -93%
AA
195
Ancora Advisors
Ohio
$24.7K – – –
CSWM
196
Cassady Schiller Wealth Management
Ohio
$24.7K – – –
C
197
Covestor
United Kingdom
$24K +$8.56K +174 +55%
S
198
SignatureFD
Georgia
$22.9K +$8.66K +175 +61%
GFPC
199
Global Financial Private Client
Florida
$20.2K – – –
BBHC
200
Brown Brothers Harriman & Co
New York
$18.5K – – –
6 7
8
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