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CBIZ
CBZ

Overview Fund Activity

244 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.

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
79
Reduced
84
Closed
22
Calls
$1.14M
Puts
$305K
Net Calls
+$836K
Net Calls Change
+$351K

Top Buyers

1
PFM
1
Premier Fund Managers
United Kingdom
$32.4M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$24.4M
3
Public Employees Retirement Association of Colorado
3
Public Employees Retirement Association of Colorado
Colorado
$13.4M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$106M
5
B
5
BloombergSen
Ontario, Canada
$53.4M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$55.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$42.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$132M
4
SAM
4
Silvercrest Asset Management
New York
$57.4M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$201M 3,877,315 -71,365 -2%
BlackRock
2
BlackRock
New York
$174M 3,358,900 -82,014 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M 2,667,189 +31,477 +1%
PCP
4
P2 Capital Partners
New York
$134M 2,579,219 -109,745 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$132M 2,544,969 -309,398 -11%
BAM
6
Burgundy Asset Management
Ontario, Canada
$106M 2,039,382 +154,498 +8%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$70.6M 1,360,322 -54,287 -4%
SAM
8
Silvercrest Asset Management
New York
$57.4M 1,105,208 -161,370 -13%
Fidelity International
9
Fidelity International
Bermuda
$55.2M 1,063,471 -814,305 -43%
State Street
10
State Street
Massachusetts
$53.8M 1,036,487 +9,839 +1%
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$53.7M 1,034,300 -44,400 -4%
B
12
BloombergSen
Ontario, Canada
$53.4M 1,028,113 +148,774 +17%
GKIM
13
GW&K Investment Management
Massachusetts
$53.3M 1,026,695 +68,451 +7%
Macquarie Group
14
Macquarie Group
Australia
$51.1M 984,156 +119,419 +14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$50.8M 978,757 +33,041 +3%
Northern Trust
16
Northern Trust
Illinois
$48.7M 937,823 -14,224 -1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$44.7M 861,799 -29,626 -3%
Victory Capital Management
18
Victory Capital Management
Texas
$42.4M 816,129 -392,977 -33%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$37.5M 721,877 -97,264 -12%
NPIC
20
Neumeier Poma Investment Counsel
California
$37.4M 721,155 +19,655 +3%
GIP
21
Granite Investment Partners
California
$36.8M 709,834 -474 -0.1%
PFM
22
Premier Fund Managers
United Kingdom
$32.4M 615,942 +527,448 +596%
PIM
23
Paradice Investment Management
Colorado
$32.2M 621,217 -55,267 -8%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$30.7M 591,991 -160,160 -21%
FAM
25
Fenimore Asset Management
New York
$27.7M 533,109 +1,510 +0.3%
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