CBIZ
286 hedge funds and large institutions have $3.01B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 72 reducing their positions, and 36 closing their positions.
3,565% more call options, than puts
Call options by funds: $733K | Put options by funds: $20K
50% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 72
31% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 36
4% more funds holding
Funds holding: 276 → 286 (+10)
2.02% less ownership
Funds ownership: 91.12% → 89.1% (-2%)
11% less capital invested
Capital invested by funds: $3.38B → $3.01B (-$374M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
+$50.6M |
| 2 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$20.6M |
| 3 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$20.3M |
| 4 |
Morgan Stanley
New York
|
+$12.2M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$83.8M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$42.6M |
| 3 |
Neuberger Berman Group
New York
|
-$27.5M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$23.6M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$16.3M |
CBZ Hedge Fund Activity: Q3 2024 in Review
286 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q3 2024, worth a combined $3.01B — down 11% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new CBZ positions and 36 closed out — a net gain of 11 holders — while 108 added to existing stakes and 72 trimmed.
The largest buyer was P2 Capital Partners, adding an estimated $50.6M. The largest seller was Select Equity Group, exiting entirely with an estimated $83.8M sold.
- 286 institutional investors held CBIZ (CBZ) as of Q3 2024, up from 276 in Q2 2024.
- Funds reported $3.01B of CBIZ stock for Q3 2024, down 11% quarter-over-quarter.
- 47 funds opened new CBIZ positions in Q3 2024 and 36 closed out, a net change of +11 holders.
- The largest CBIZ buyer in Q3 2024 was P2 Capital Partners, an estimated $50.6M added.
- The largest CBIZ seller in Q3 2024 was Select Equity Group, an estimated $83.8M sold.
Based on aggregated 13F filings for Q3 2024.