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CBIZ
CBZ

Overview Fund Activity

268 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
113
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$246M
2
Select Equity Group
Select Equity Group
New York
$99M
3
Vanguard Group
Vanguard Group
Pennsylvania
$291M
4
Capital World Investors
Capital World Investors
California
$40.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
PCP
P2 Capital Partners
New York
$110M
3
Victory Capital Management
Victory Capital Management
Texas
$3.4M
4
Macquarie Group
Macquarie Group
Australia
$44.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
176
Kavar Capital Partners Group
Kansas
$336K +$336K +4,285 New
Stifel Financial
177
Stifel Financial
Missouri
$323K +$59.2K +754 +22%
CG
178
Cynosure Group
Utah
$317K +$317K +4,035 New
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$312K -$19.6K -250 -6%
BFG
180
Bleakley Financial Group
New Jersey
$298K -$785 -10 -0.3%
SW
181
Simplicity Wealth
New Jersey
$298K +$298K +3,795 New
AC
182
Aristides Capital
Kentucky
$298K +$298K +3,793 New
HNB
183
Huntington National Bank
Ohio
$294K +$38.6K +492 +15%
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$292K – – –
Comerica Bank
185
Comerica Bank
Texas
$292K +$44.2K +563 +18%
I
186
InceptionR
California
$285K +$285K +3,628 New
Prudential Financial
187
Prudential Financial
New Jersey
$284K -$17.7K -225 -6%
GT
188
Glenmede Trust
Pennsylvania
$282K -$2.51K -32 -0.9%
FAM
189
Flaharty Asset Management
Florida
$274K – – –
SMH
190
Sanders Morris Harris
Texas
$267K +$267K +3,400 New
WF
191
Welch & Forbes
Massachusetts
$266K – – –
XT
192
XTX Topco
Cayman Islands
$260K +$260K +3,316 New
CIA
193
Compass Ion Advisors
Pennsylvania
$259K – – –
PFP
194
Pinnacle Financial Partners
Tennessee
$247K +$247K +3,142 New
Lazard Asset Management
195
Lazard Asset Management
New York
$238K -$607K -7,755 -72%
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$236K -$390K -5,019 -62%
CSI
197
Cross Staff Investments
New York
$236K +$236K +3,000 New
OWA
198
One Wealth Advisors
California
$233K +$233K +2,973 New
ACM
199
Advisors Capital Management
New Jersey
$228K +$228K +2,900 New
X
200
Xponance
Pennsylvania
$227K +$227K +2,897 New
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