CBIZ
233 hedge funds and large institutions have $2.36B invested in CBIZ in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 17 closing their positions.
217% more call options, than puts
Call options by funds: $709K | Put options by funds: $224K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
7% more capital invested
Capital invested by funds: $2.21B → $2.36B (+$151M)
3% more funds holding
Funds holding: 227 → 233 (+6)
0.27% less ownership
Funds ownership: 88.6% → 88.33% (-0.27%)
5% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.5M |
| 2 |
BlackRock
New York
|
+$9.47M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$8.98M |
| 4 |
JP Morgan Chase
New York
|
+$8.17M |
| 5 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$18.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$15.1M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$12.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$10.9M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$9.66M |
CBZ Hedge Fund Activity: Q2 2023 in Review
233 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2023, worth a combined $2.36B — up 6.8% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CBZ positions and 17 closed out — a net gain of 6 holders — while 80 added to existing stakes and 84 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $20.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.2M.
- 233 institutional investors held CBIZ (CBZ) as of Q2 2023, up from 227 in Q1 2023.
- Funds reported $2.36B of CBIZ stock for Q2 2023, up 6.8% quarter-over-quarter.
- 23 funds opened new CBIZ positions in Q2 2023 and 17 closed out, a net change of +6 holders.
- The largest CBIZ buyer in Q2 2023 was Fidelity Investments, an estimated $20.5M added.
- The largest CBIZ seller in Q2 2023 was Dimensional Fund Advisors, an estimated $18.2M sold.
Based on aggregated 13F filings for Q2 2023.