CBIZ
245 hedge funds and large institutions have $2.27B invested in CBIZ in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 22 closing their positions.
274% more call options, than puts
Call options by funds: $1.14M | Put options by funds: $305K
68% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 22
5% more funds holding
Funds holding: 233 → 245 (+12)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.48% less ownership
Funds ownership: 88.33% → 87.84% (-0.48%)
4% less capital invested
Capital invested by funds: $2.36B → $2.27B (-$86.9M)
6% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$28.4M |
| 2 |
Neuberger Berman Group
New York
|
+$18.5M |
| 3 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$13.9M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$8.33M |
| 5 |
B
BloombergSen
Toronto,
Ontario, Canada
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$43.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$21.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.7M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$8.7M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$8.63M |
CBZ Hedge Fund Activity: Q3 2023 in Review
245 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q3 2023, worth a combined $2.27B — down 3.7% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new CBZ positions and 22 closed out — a net gain of 15 holders — while 79 added to existing stakes and 84 trimmed.
The largest buyer was Premier Fund Managers, adding an estimated $28.4M. The largest seller was Fidelity International, cutting an estimated $43.9M.
- 245 institutional investors held CBIZ (CBZ) as of Q3 2023, up from 233 in Q2 2023.
- Funds reported $2.27B of CBIZ stock for Q3 2023, down 3.7% quarter-over-quarter.
- 37 funds opened new CBIZ positions in Q3 2023 and 22 closed out, a net change of +15 holders.
- The largest CBIZ buyer in Q3 2023 was Premier Fund Managers, an estimated $28.4M added.
- The largest CBIZ seller in Q3 2023 was Fidelity International, an estimated $43.9M sold.
Based on aggregated 13F filings for Q3 2023.