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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.

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
1
GW&K Investment Management
Massachusetts
$47M
2
Macquarie Group
2
Macquarie Group
Australia
$34.2M
3
B
3
BloombergSen
Ontario, Canada
$43.1M
4
GLA
4
Great Lakes Advisors
Illinois
$9.29M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$42.2M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$159M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$79.3M
3
Man Group
3
Man Group
United Kingdom
$0
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$54.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$74.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$193M 3,899,582 +28,166 +0.7%
BlackRock
2
BlackRock
New York
$161M 3,256,908 -41,520 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$159M 3,207,439 -284,193 -8%
PCP
4
P2 Capital Partners
New York
$137M 2,759,595 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M 2,625,387 +18,599 +0.7%
Fidelity International
6
Fidelity International
Bermuda
$92.9M 1,877,776 -2,819 -0.1%
BAM
7
Burgundy Asset Management
Ontario, Canada
$89.5M 1,807,936 +11,479 +0.6%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$79.3M 1,602,303 -242,726 -13%
Victory Capital Management
9
Victory Capital Management
Texas
$74.3M 1,502,027 -157,804 -10%
SAM
10
Silvercrest Asset Management
New York
$63.1M 1,275,077 -39,287 -3%
Northern Trust
11
Northern Trust
Illinois
$57.6M 1,163,237 -22,789 -2%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$54.2M 1,095,000 -172,400 -14%
CCMLC
13
Cardinal Capital Management LLC (Connecticut)
Connecticut
$52.5M 1,061,326 -132,093 -11%
State Street
14
State Street
Massachusetts
$50.3M 1,015,671 +19,986 +2%
GKIM
15
GW&K Investment Management
Massachusetts
$47M 949,688 +605,342 +176%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$45M 908,515 +32,977 +4%
B
17
BloombergSen
Ontario, Canada
$43.1M 871,427 +237,983 +38%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$42.2M 852,655 +175,133 +26%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$36.5M 737,864 -143,641 -16%
GIP
20
Granite Investment Partners
California
$35.4M 716,194 -6,520 -0.9%
PIM
21
Paradice Investment Management
Colorado
$34.7M 701,063 -10,916 -2%
Macquarie Group
22
Macquarie Group
Australia
$34.2M 690,264 +482,779 +233%
NPIC
23
Neumeier Poma Investment Counsel
California
$33.8M 682,010 +115,520 +20%
FAM
24
Fenimore Asset Management
New York
$28M 565,860 +664 +0.1%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$24.3M 490,967 +46,346 +10%
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