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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 %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$233K +$233K +2,850 New
BCM
202
Bayesian Capital Management
New York
$232K +$232K +2,835 New
VF
203
Vista Finance
Missouri
$229K +$229K +2,802 New
VI
204
Vestcor Inc
New Brunswick, Canada
$227K – – –
FRA
205
Frank Rimerman Advisors
California
$225K +$225K +2,750 New
CL
206
Choreo LLC
Illinois
$219K +$219K +2,683 New
WF
207
Welch & Forbes
Massachusetts
$217K +$217K +2,647 New
SG Americas Securities
208
SG Americas Securities
New York
$208K +$13.9K +170 +7%
ACH
209
ArrowMark Colorado Holdings
Colorado
$204K +$204K +2,492 New
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$182K +$43.3K +529 +31%
HNB
211
Huntington National Bank
Ohio
$182K +$15.6K +191 +9%
SWC
212
Spectrum Wealth Counsel
Indiana
$168K – – –
KBC Group
213
KBC Group
Belgium
$165K +$38.2K +468 +30%
RI
214
Ridgewood Investments
New Jersey
$151K – – –
US Bancorp
215
US Bancorp
Minnesota
$147K – – –
TCOV
216
Trust Company of Vermont
Vermont
$135K – – –
AB
217
Amalgamated Bank
New York
$134K -$4.1K -50 -3%
TRCT
218
Tower Research Capital (TRC)
New York
$130K -$93.1K -1,138 -42%
VWM
219
Venturi Wealth Management
Texas
$110K +$110K +1,350 New
Osaic Holdings
220
Osaic Holdings
Arizona
$99.6K -$175K -2,137 -64%
S
221
SignatureFD
Georgia
$72.9K -$5.73K -70 -7%
FGA
222
Fortis Group Advisors
New Jersey
$71.6K – – –
Federated Hermes
223
Federated Hermes
Pennsylvania
$65.7K +$4.83K +59 +8%
AssetMark Inc
224
AssetMark Inc
California
$61.8K – – –
NB
225
NBT Bank
New York
$61.4K – – –
7 8
9
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