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

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$159M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$79.3M
3
Man Group
Man Group
United Kingdom
$0
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$54.2M
5
Victory Capital Management
Victory Capital Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
201
TCI Wealth Advisors
Arizona
$18K – – –
FHA
202
First Horizon Advisors
Tennessee
$13.3K +$9.45K +191 +248%
LC
203
Lindbrook Capital
California
$9.95K +$396 +8 +4%
EWA
204
EverSource Wealth Advisors
Alabama
$9.35K +$9.35K +189 New
QCG
205
Quadrant Capital Group
Ohio
$7.03K -$3.17K -64 -31%
BAM
206
Belpointe Asset Management
Nevada
$7.03K – – –
PMEF
207
Point72 Middle East FZE
United Arab Emirates
$6.78K +$3.96K +80 +140%
KFP
208
KB Financial Partners
New Jersey
$6K – – –
PA
209
Parallel Advisors
California
$5.25K -$198 -4 -4%
ASN
210
Advisory Services Network
Georgia
$4.95K – – –
PTC
211
Private Trust Company
Ohio
$4.21K +$4.21K +85 New
MCM
212
Manchester Capital Management
Vermont
$4.06K -$50 -1 -1%
BTI
213
Blue Trust Inc
Georgia
$4K +$2.7K +64 +206%
PPC
214
Park Place Capital
Alabama
$3.56K +$3.56K +72 New
FFA
215
Farther Finance Advisors
California
$1.93K – – –
NA
216
NewEdge Advisors
Louisiana
$1.29K -$3.17K -64 -71%
CAL
217
Capital Advisors Ltd
Ohio
$1K – – –
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$927 – – –
SC
219
Schubert & Co
Texas
$891 – – –
AAP
220
Arax Advisory Partners
Colorado
$891 +$891 +18 New
JWA
221
JFS Wealth Advisors
Pennsylvania
$594 +$50 +1 +9%
BIA
222
Bell Investment Advisors
California
$545 – – –
SIC
223
SJS Investment Consulting
Ohio
$248 -$99 -2 -29%
DI
224
Disciplined Investments
Oklahoma
$198 – – –
AF
225
Advisornet Financial
Minnesota
$198 +$50 +1 +33%
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9
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