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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 %
ACM
201
Aster Capital Management
United Arab Emirates
$229K +$229K +3,398 New
Osaic Holdings
202
Osaic Holdings
Arizona
$226K +$84.5K +1,256 +60%
TFS
203
Thoroughbred Financial Services
Tennessee
$224K – – –
NC
204
nVerses Capital
Florida
$222K +$222K +3,300 New
CIA
205
Compass Ion Advisors
Pennsylvania
$222K – – –
AAS
206
Avantax Advisory Services
Texas
$216K +$216K +3,211 New
PFP
207
Pinnacle Financial Partners
Tennessee
$211K – – –
X
208
Xponance
Pennsylvania
$210K +$5.85K +87 +3%
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$203K -$47.1K -700 -19%
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
$202K – – –
CSI
211
Cross Staff Investments
New York
$202K – – –
VI
212
Vestcor Inc
New Brunswick, Canada
$187K – – –
TRCT
213
Tower Research Capital (TRC)
New York
$183K -$412K -6,117 -69%
SG Americas Securities
214
SG Americas Securities
New York
$159K -$736K -10,955 -82%
SWC
215
Spectrum Wealth Counsel
Indiana
$139K +$139K +2,059 New
HNB
216
Huntington National Bank
Ohio
$137K +$202 +3 +0.1%
Canada Pension Plan Investment Board
217
Canada Pension Plan Investment Board
Ontario, Canada
$128K -$720K -10,698 -85%
RI
218
Ridgewood Investments
New Jersey
$124K – – –
US Bancorp
219
US Bancorp
Minnesota
$121K +$16.8K +249 +16%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$114K -$32.1K -477 -22%
AB
221
Amalgamated Bank
New York
$113K – – –
TCOV
222
Trust Company of Vermont
Vermont
$111K – – –
KBC Group
223
KBC Group
Belgium
$105K +$24.1K +356 +30%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.6K +$6.93K +103 +10%
QL
225
Quarry LP
New York
$73.6K +$72.5K +1,077 +6,335%
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