CBZ icon

CBIZ
CBZ

Overview Fund Activity

279 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
1
Invesco
Georgia
$62.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
4
Capital World Investors
California
$92.8M
5
WPC
5
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$345K -$16.9K -206 -5%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$344K -$42.5K -519 -11%
KCPG
178
Kavar Capital Partners Group
Kansas
$336K -$14.7K -180 -4%
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$332K -$50.9K -622 -13%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$321K -$164 -2 -0.1%
CGIM
181
Cannon Global Investment Management
Florida
$319K -$581K -7,100 -65%
BFG
182
Bleakley Financial Group
New Jersey
$308K -$1.23K -15 -0.4%
SA
183
Sanctuary Advisors
Indiana
$307K -$29.6K -342 -9%
BPC
184
Bryce Point Capital
New York
$288K +$288K +3,524 New
FAM
185
Flaharty Asset Management
Florida
$286K – – –
X
186
Xponance
Pennsylvania
$280K +$24.5K +299 +10%
LCM
187
Landscape Capital Management
New Jersey
$279K +$279K +3,414 New
SMH
188
Sanders Morris Harris
Texas
$279K – – –
SAM
189
Sawgrass Asset Management
Florida
$273K -$93K -1,137 -25%
TFS
190
Thoroughbred Financial Services
Tennessee
$273K – – –
CIA
191
Compass Ion Advisors
Pennsylvania
$270K – – –
PFP
192
Pinnacle Financial Partners
Tennessee
$257K – – –
Prudential Financial
193
Prudential Financial
New Jersey
$256K -$5.05K -66 -2%
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$248K – – –
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$247K – – –
CSI
196
Cross Staff Investments
New York
$245K – – –
OWA
197
One Wealth Advisors
California
$240K +$240K +2,929 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$240K +$240K +2,927 New
ACM
199
Advisors Capital Management
New Jersey
$237K +$237K +2,900 New
CA
200
Callahan Advisors
Texas
$235K +$235K +2,871 New
6 7
8
9 10