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CBIZ
CBZ

Overview Fund Activity

275 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
94
Reduced
91
Closed
23
Calls
$1.33M
Puts
$7K
Net Calls
+$1.32M
Net Calls Change
-$2.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$283M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$48.6M
4
Capital World Investors
4
Capital World Investors
California
$61M
5
WCM Investment Management
5
WCM Investment Management
California
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$120M
3
Fidelity International
3
Fidelity International
Bermuda
$23.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
PCP
5
P2 Capital Partners
New York
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M 4,639,484 +934,394 +25%
Capital Research Global Investors
2
Capital Research Global Investors
California
$283M 3,817,579 +688,841 +22%
BlackRock
3
BlackRock
New York
$262M 3,530,704 +85,604 +2%
Morgan Stanley
4
Morgan Stanley
New York
$218M 2,947,122 -418,942 -12%
BAM
5
Burgundy Asset Management
Ontario, Canada
$165M 2,220,013 +40,215 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$120M 1,613,501 -403,971 -20%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$88.1M 1,189,190 +4,581 +0.4%
Select Equity Group
8
Select Equity Group
New York
$83.8M 1,130,568 -131,103 -10%
State Street
9
State Street
Massachusetts
$83M 1,120,293 +45,288 +4%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$82.6M 1,114,365 -61,333 -5%
PCP
11
P2 Capital Partners
New York
$81.8M 1,104,008 -295,003 -21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$81.3M 1,097,459 +41,298 +4%
B
13
BloombergSen
Ontario, Canada
$77.1M 1,040,332 -27,444 -3%
Northern Trust
14
Northern Trust
Illinois
$68.3M 921,541 -2,978 -0.3%
SAM
15
Silvercrest Asset Management
New York
$65.1M 877,980 -62,553 -7%
GKIM
16
GW&K Investment Management
Massachusetts
$62.2M 839,729 -35,535 -4%
Capital World Investors
17
Capital World Investors
California
$61M 823,322 +306,258 +59%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$58.7M 791,562 -238,366 -23%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$57.6M 777,569 -50,630 -6%
PFM
20
Premier Fund Managers
United Kingdom
$52.6M 713,698 – –
NPIC
21
Neumeier Poma Investment Counsel
California
$49.1M 662,240 -24,875 -4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$48.6M 655,909 +459,957 +235%
GIP
23
Granite Investment Partners
California
$43M 580,902 -74,627 -11%
Macquarie Group
24
Macquarie Group
Australia
$38.3M 516,698 -51,347 -9%
Charles Schwab
25
Charles Schwab
California
$38.2M 515,458 +9,355 +2%
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