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CBIZ
CBZ

Overview Fund Activity

279 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
1
Invesco
Georgia
$62.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
4
Capital World Investors
California
$92.8M
5
WPC
5
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$386M 4,716,456 +43,784 +0.9%
BlackRock
2
BlackRock
New York
$302M 3,694,316 +65,094 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$289M 3,526,288 -405,687 -10%
Morgan Stanley
4
Morgan Stanley
New York
$251M 3,063,258 -51,471 -2%
BAM
5
Burgundy Asset Management
Ontario, Canada
$170M 2,081,380 +31,253 +2%
PCP
6
P2 Capital Partners
New York
$148M 1,808,955 +8,423 +0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$122M 1,489,478 -7,190 -0.5%
State Street
8
State Street
Massachusetts
$95.3M 1,164,896 +34,048 +3%
Capital World Investors
9
Capital World Investors
California
$92.8M 1,134,585 +309,785 +38%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$90.8M 1,109,912 +838 +0.1%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$90.4M 1,113,967 -11,799 -1%
B
12
BloombergSen
Ontario, Canada
$85.1M 1,040,332 – –
Fidelity Investments
13
Fidelity Investments
Massachusetts
$80.1M 978,881 +384,221 +65%
Northern Trust
14
Northern Trust
Illinois
$77M 940,717 +6,540 +0.7%
GKIM
15
GW&K Investment Management
Massachusetts
$66.7M 814,705 -3,523 -0.4%
SAM
16
Silvercrest Asset Management
New York
$66.6M 813,868 -52,049 -6%
PFM
17
Premier Fund Managers
United Kingdom
$66.4M 813,698 – –
Invesco
18
Invesco
Georgia
$62.9M 769,209 +470,095 +157%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$57.5M 702,362 -2,526 -0.4%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$53.1M 649,314 -109,196 -14%
GIP
21
Granite Investment Partners
California
$45.9M 561,249 -23,129 -4%
Charles Schwab
22
Charles Schwab
California
$43.9M 535,880 +10,550 +2%
Goldman Sachs
23
Goldman Sachs
New York
$42.1M 514,124 +207,206 +68%
NPIC
24
Neumeier Poma Investment Counsel
California
$37.3M 456,062 +10,862 +2%
Bank of America
25
Bank of America
North Carolina
$35.3M 431,750 +14,006 +3%
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