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CBIZ
CBZ

Overview Fund Activity

259 hedge funds and large institutions have $2.99B invested in CBIZ in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
87
Reduced
92
Closed
18
Calls
$2.89M
Puts
$244K
Net Calls
+$2.64M
Net Calls Change
+$1.81M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$47.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$49.9M
4
Select Equity Group
4
Select Equity Group
New York
$16.6M
5
BlackRock
5
BlackRock
New York
$222M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$42.4M
2
PIM
2
Paradice Investment Management
Colorado
$16.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$30.2M
4
Victory Capital Management
4
Victory Capital Management
Texas
$36.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$458M 7,316,306 +3,438,991 +89%
BlackRock
2
BlackRock
New York
$222M 3,542,696 +183,796 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$170M 2,718,316 +51,127 +2%
PCP
4
P2 Capital Partners
New York
$156M 2,495,197 -84,022 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M 2,318,236 -226,733 -9%
BAM
6
Burgundy Asset Management
Ontario, Canada
$135M 2,151,499 +112,117 +5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$81.1M 1,295,832 -64,490 -5%
GKIM
8
GW&K Investment Management
Massachusetts
$69.2M 1,105,210 +78,515 +8%
SAM
9
Silvercrest Asset Management
New York
$68.7M 1,098,082 -7,126 -0.6%
B
10
BloombergSen
Ontario, Canada
$68.2M 1,088,951 +60,838 +6%
State Street
11
State Street
Massachusetts
$67M 1,070,802 +34,315 +3%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$64.7M 1,033,000 -1,300 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$64.2M 1,026,392 +47,635 +5%
Macquarie Group
14
Macquarie Group
Australia
$60.6M 968,430 -15,726 -2%
Northern Trust
15
Northern Trust
Illinois
$58.9M 940,644 +2,821 +0.3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$52.2M 834,708 -27,091 -3%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$49.9M 797,065 +326,783 +69%
NPIC
18
Neumeier Poma Investment Counsel
California
$47.9M 765,855 +44,700 +6%
Capital Research Global Investors
19
Capital Research Global Investors
California
$47.8M 764,193 +764,193 New
PFM
20
Premier Fund Managers
United Kingdom
$44.8M 715,942 +100,000 +16%
GIP
21
Granite Investment Partners
California
$42.6M 680,310 -29,524 -4%
Fidelity International
22
Fidelity International
Bermuda
$42.4M 677,776 -385,695 -36%
Victory Capital Management
23
Victory Capital Management
Texas
$36.7M 585,887 -230,242 -28%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$36.5M 583,202 -8,789 -1%
FAM
25
Fenimore Asset Management
New York
$32.9M 525,839 -7,270 -1%
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