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CBIZ
CBZ

Overview Fund Activity

275 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$283M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$48.6M
4
Capital World Investors
4
Capital World Investors
California
$61M
5
WCM Investment Management
5
WCM Investment Management
California
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$120M
3
Fidelity International
3
Fidelity International
Bermuda
$23.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
PCP
5
P2 Capital Partners
New York
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
176
CBIZ Investment Advisory Services
Ohio
$399K -$4.82K -65 -1%
CAM
177
Cresset Asset Management
Illinois
$392K -$19.3K -260 -5%
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$387K -$263K -3,548 -40%
APP
179
Avantax Planning Partners
Iowa
$371K +$371K +5,000 New
CG
180
Cynosure Group
Utah
$367K +$68K +918 +23%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$355K +$9.56K +129 +3%
AIP
182
Ameritas Investment Partners
Nebraska
$354K – – –
II
183
Inspire Investing
Idaho
$352K +$14.1K +190 +4%
SAM
184
Sawgrass Asset Management
Florida
$342K -$24.5K -330 -7%
AG
185
Algert Global
California
$336K -$476K -6,424 -59%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$333K – – –
KCPG
187
Kavar Capital Partners Group
Kansas
$318K – – –
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$301K +$6.74K +91 +2%
CCIA
189
Campbell & Co Investment Adviser
Maryland
$286K +$286K +3,862 New
GT
190
Glenmede Trust
Pennsylvania
$281K +$14.7K +198 +6%
SW
191
Simplicity Wealth
New Jersey
$280K -$889 -12 -0.3%
BFG
192
Bleakley Financial Group
New Jersey
$280K -$889 -12 -0.3%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$276K – – –
QT
194
Quantbot Technologies
New York
$271K +$271K +3,662 New
SFI
195
Susquehanna Fundamental Investments
Pennsylvania
$259K -$156K -2,100 -38%
CIA
196
Compass Ion Advisors
Pennsylvania
$259K – – –
FAM
197
Flaharty Asset Management
Florida
$259K – – –
Prudential Financial
198
Prudential Financial
New Jersey
$255K -$13K -175 -5%
SMH
199
Sanders Morris Harris
Texas
$252K – – –
TFS
200
Thoroughbred Financial Services
Tennessee
$247K +$247K +3,342 New
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