CBIZ
283 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.
1,856% more call options, than puts
Call options by funds: $802K | Put options by funds: $41K
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
24% more capital invested
Capital invested by funds: $3.01B → $3.74B (+$725M)
16% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 85
1.88% more ownership
Funds ownership: 89.1% → 90.97% (+1.9%)
5% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 44
1% less funds holding
Funds holding: 286 → 283 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$35.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$30M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.7M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$23.2M |
| 5 |
WPC
Waters Parkerson & Co
New Orleans,
Louisiana
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$50.9M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$30.3M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$13.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$11.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.16M |
CBZ Hedge Fund Activity: Q4 2024 in Review
283 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2024, worth a combined $3.74B — up 24% from $3.01B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of CBZ and 42 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 99 added.
The largest buyer was Invesco, adding an estimated $35.1M. The largest seller was Neuberger Berman Group, cutting an estimated $50.9M.
- 283 institutional investors held CBIZ (CBZ) as of Q4 2024, down from 286 in Q3 2024.
- Funds reported $3.74B of CBIZ stock for Q4 2024, up 24% quarter-over-quarter.
- 42 funds opened new CBIZ positions in Q4 2024 and 44 closed out, a net change of -2 holders.
- The largest CBIZ buyer in Q4 2024 was Invesco, an estimated $35.1M added.
- The largest CBIZ seller in Q4 2024 was Neuberger Berman Group, an estimated $50.9M sold.
Based on aggregated 13F filings for Q4 2024.