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CBIZ
CBZ

Overview Fund Activity

283 hedge funds and large institutions have $3B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+8
Holders Change %
+2.91%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
108
Reduced
71
Closed
37
Calls
$733K
Puts
$20K
Net Calls
+$713K
Net Calls Change
-$606K

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$121M
2
GCM
2
Geneva Capital Management
Wisconsin
$19M
3
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$19.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$210M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$9.06M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$13.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$54.6M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
176
Seven Eight Capital
New York
$406K +$406K +6,037 New
GAM
177
Gotham Asset Management
New York
$398K – – –
IFS
178
Ifrah Financial Services
Arkansas
$397K -$19.6K -292 -5%
FFB
179
First Financial Bankshares
Texas
$393K – – –
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$386K – – –
Lazard Asset Management
181
Lazard Asset Management
New York
$378K – – –
CAM
182
Cresset Asset Management
Illinois
$366K +$9.89K +147 +3%
CIAS
183
CBIZ Investment Advisory Services
Ohio
$363K – – –
SPA
184
Sherbrooke Park Advisers
New York
$322K +$322K +4,787 New
AIP
185
Ameritas Investment Partners
Nebraska
$322K – – –
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$317K -$4.71K -70 -1%
SA
187
Sanctuary Advisors
Indiana
$314K +$314K +3,889 New
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$306K +$40.7K +622 +15%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$304K +$1.48K +22 +0.5%
SAM
190
Sawgrass Asset Management
Florida
$301K -$9.62K -143 -3%
GT
191
Glenmede Trust
Pennsylvania
$298K +$42.6K +633 +17%
KCPG
192
Kavar Capital Partners Group
Kansas
$288K – – –
JF
193
Jump Financial
Illinois
$270K +$270K +4,012 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$264K +$264K +3,928 New
BFG
195
Bleakley Financial Group
New Jersey
$254K -$202 -3 -0.1%
A
196
AlphaQuest
New York
$252K +$221K +3,284 +711%
NIC
197
Northwest Investment Counselors
Oregon
$246K +$246K +3,650 New
FAM
198
Flaharty Asset Management
Florida
$235K – – –
Prudential Financial
199
Prudential Financial
New Jersey
$230K -$1.68K -25 -0.7%
SMH
200
Sanders Morris Harris
Texas
$229K – – –
6 7
8
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