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CBIZ
CBZ

Overview Fund Activity

283 hedge funds and large institutions have $3B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 37 closing their positions.

Holders
283
Holders Change
+8
Holders Change %
+2.91%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
108
Reduced
71
Closed
37
Calls
$733K
Puts
$20K
Net Calls
+$713K
Net Calls Change
-$606K

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$121M
2
GCM
2
Geneva Capital Management
Wisconsin
$19M
3
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$19.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$210M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$9.06M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$13.8M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$54.6M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$314M 4,672,672 +33,188 +0.7%
Capital Research Global Investors
2
Capital Research Global Investors
California
$265M 3,931,975 +114,396 +3%
BlackRock
3
BlackRock
New York
$244M 3,629,222 +98,518 +3%
Morgan Stanley
4
Morgan Stanley
New York
$210M 3,114,729 +167,607 +6%
BAM
5
Burgundy Asset Management
Ontario, Canada
$138M 2,050,127 -169,886 -8%
PCP
6
P2 Capital Partners
New York
$121M 1,800,532 +696,524 +63%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$101M 1,496,668 -116,833 -7%
State Street
8
State Street
Massachusetts
$76.1M 1,130,848 +10,555 +0.9%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$75.8M 1,125,766 +11,401 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$74.6M 1,109,074 +11,615 +1%
B
11
BloombergSen
Ontario, Canada
$70M 1,040,332 – –
Northern Trust
12
Northern Trust
Illinois
$62.9M 934,177 +12,636 +1%
SAM
13
Silvercrest Asset Management
New York
$58.3M 865,917 -12,063 -1%
Capital World Investors
14
Capital World Investors
California
$55.5M 824,800 +1,478 +0.2%
GKIM
15
GW&K Investment Management
Massachusetts
$55.1M 818,228 -21,501 -3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$54.6M 811,156 -378,034 -32%
PFM
17
Premier Fund Managers
United Kingdom
$54.4M 813,698 +100,000 +14%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$51M 758,510 -19,059 -2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$47.4M 704,888 +48,979 +7%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$40M 594,660 +127,822 +27%
GIP
21
Granite Investment Partners
California
$39.3M 584,378 +3,476 +0.6%
Charles Schwab
22
Charles Schwab
California
$35.3M 525,330 +9,872 +2%
Macquarie Group
23
Macquarie Group
Australia
$31.8M 472,851 -43,847 -8%
NPIC
24
Neumeier Poma Investment Counsel
California
$30M 445,200 -217,040 -33%
FAM
25
Fenimore Asset Management
New York
$29.1M 432,431 -16,105 -4%
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