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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 %
VI
201
Vestcor Inc
New Brunswick, Canada
$218K -$145K -1,850 -40%
ECM
202
ExodusPoint Capital Management
New York
$210K +$210K +2,675 New
SVWAG
203
Sound View Wealth Advisors Group
Georgia
$200K +$200K +2,550 New
SEC
204
Seven Eight Capital
New York
$200K +$200K +2,549 New
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$198K -$19K -242 -9%
NC
206
nVerses Capital
Florida
$173K +$173K +2,200 New
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$168K +$2.98K +38 +2%
IA
208
IFP Advisors
Florida
$167K +$167K +2,130 New
TRCT
209
Tower Research Capital (TRC)
New York
$133K -$988K -12,582 -88%
SG Americas Securities
210
SG Americas Securities
New York
$133K -$349K -4,439 -72%
TCOV
211
Trust Company of Vermont
Vermont
$130K -$23.6K -300 -15%
HFM
212
Harvest Fund Management
China
$128K +$128K +1,627 New
AB
213
Amalgamated Bank
New York
$127K -$417K -5,313 -77%
US Bancorp
214
US Bancorp
Minnesota
$124K +$4.4K +56 +4%
KBC Group
215
KBC Group
Belgium
$94K +$51.4K +655 +121%
Osaic Holdings
216
Osaic Holdings
Arizona
$78.3K -$15.4K -196 -16%
FGA
217
Fortis Group Advisors
New Jersey
$68.7K -$68.7K -875 -50%
AssetMark Inc
218
AssetMark Inc
California
$59.3K -$11.8K -150 -17%
C
219
Covestor
United Kingdom
$56K +$17.5K +221 +45%
WT
220
Whittier Trust
California
$54.4K +$54.4K +693 New
S
221
SignatureFD
Georgia
$47K +$942 +12 +2%
Federated Hermes
222
Federated Hermes
Pennsylvania
$40K -$21.1K -269 -35%
AA
223
Ancora Advisors
Ohio
$39.3K – – –
CSWM
224
Cassady Schiller Wealth Management
Ohio
$39.3K – – –
TC
225
Trust Company
Kansas
$39.3K +$39.3K +500 New
7 8
9
10 11