CBZ NYSE
CBIZ, Inc.
1W: +12.7%
1M: +4.9%
3M: +10.0%
YTD: -36.9%
1Y: -56.4%
3Y: -35.3%
5Y: -7.3%
$32.23
+0.17 (+0.53%)
Weekly Expected Move ±8.4%
$24
$26
$29
$31
$34
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ETF Exposure
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Institutional Ownership — CBZ
318
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
55
New Positions
88
Increased
147
Reduced
85
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (391 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 7,511,043 | $$242M | +378,136 | +5.3% | 13Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 4,837,727 | $$156M | -50,796 | -1.0% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 4,293,174 | $$138M | — | +0.0% | 1Q | SEC ↗ |
| 4 | BlackRock, Inc. | 3,811,925 | $$123M | +213,638 | +5.9% | 7Q | SEC ↗ |
| 5 | BANK OF MONTREAL /CAN | 3,507,905 | $$113M | +1,256,256 | +55.8% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY | 3,251,355 | $$105M | -149,742 | -4.4% | 12Q | SEC ↗ |
| 7 | 22C Capital LLC NEW | 3,202,267 | $$103M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Burgundy Asset Management Ltd. | 2,315,606 | $$75M | -5,592 | -0.2% | 11Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 2,072,824 | $$67M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Durable Capital Partners LP | 1,631,969 | $$53M | -2,293,098 | -58.4% | 2Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1,159,379 | $$37M | +13,823 | +1.2% | 13Q | SEC ↗ |
| 12 | STATE STREET CORP | 1,151,709 | $$37M | +2,819 | +0.2% | 13Q | SEC ↗ |
| 13 | P2 Capital Partners, LLC | 1,140,674 | $$37M | -632,717 | -35.7% | 13Q | SEC ↗ |
| 14 | BloombergSen Inc. | 994,029 | $$32M | -34,266 | -3.3% | 13Q | SEC ↗ |
| 15 | Sunriver Management LLC | 968,631 | $$31M | -20,718 | -2.1% | 3Q | SEC ↗ |
| 16 | ROYCE & ASSOCIATES LP | 825,862 | $$27M | +166,722 | +25.3% | 13Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 769,003 | $$25M | -141,739 | -15.6% | 13Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 686,627 | $$22M | -584,241 | -46.0% | 13Q | SEC ↗ |
| 19 | Fenimore Asset Management Inc | 682,222 | $$22M | +229,630 | +50.7% | 13Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 622,267 | $$20M | +86,974 | +16.2% | 13Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 600,955 | $$19M | +588,210 | +4615.2% | 13Q | SEC ↗ |
| 22 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 579,597 | $$19M | -294,956 | -33.7% | 13Q | SEC ↗ |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 557,857 | $$18M | +537,944 | +2701.5% | 13Q | SEC ↗ |
| 24 | DIMENSIONAL FUND ADVISORS LP | 546,850 | $$18M | -42,833 | -7.3% | 13Q | SEC ↗ |
| 25 | WATERS PARKERSON & CO., LLC | 523,042 | $$17M | +85,796 | +19.6% | 6Q | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 511,013 | $$16M | +460,110 | +903.9% | 13Q | SEC ↗ |
| 27 | GW&K Investment Management, LLC | 478,267 | $$15M | -300,766 | -38.6% | 13Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 430,238 | $$14M | -11,904 | -2.7% | 13Q | SEC ↗ |
| 29 | Point72 Asset Management, L.P. NEW | 429,664 | $$14M | — | +0.0% | 1Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 399,920 | $$13M | +370,243 | +1247.6% | 3Q | SEC ↗ |
| 31 | PRUDENTIAL FINANCIAL INC NEW | 357,917 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 32 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL NEW | 357,180 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 33 | GENEVA CAPITAL MANAGEMENT LLC | 353,138 | $$11M | -46,489 | -11.6% | 7Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO NEW | 344,803 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 35 | LOOMIS SAYLES & CO L P NEW | 340,203 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 36 | MONTRUSCO BOLTON INVESTMENTS INC. | 340,021 | $$11M | +44,900 | +15.2% | 4Q | SEC ↗ |
| 37 | Trexquant Investment LP NEW | 335,197 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 38 | WELLINGTON MANAGEMENT GROUP LLP | 310,838 | $$10M | -129,672 | -29.4% | 6Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 307,705 | $$10M | -315,355 | -50.6% | 6Q | SEC ↗ |
| 40 | UBS Group AG | 282,003 | $$9M | +204,961 | +266.0% | 13Q | SEC ↗ |
| 41 | Handelsbanken Fonder AB | 276,000 | $$9M | -286,000 | -50.9% | 12Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 274,198 | $$9M | -74,600 | -21.4% | 13Q | SEC ↗ |
| 43 | AQR CAPITAL MANAGEMENT LLC | 245,803 | $$8M | +233,096 | +1834.4% | 13Q | SEC ↗ |
| 44 | Summit Creek Advisors LLC | 234,632 | $$8M | -29,548 | -11.2% | 10Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 223,989 | $$7M | +172,337 | +333.7% | 13Q | SEC ↗ |
| 46 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 204,662 | $$7M | +21,071 | +11.5% | 6Q | SEC ↗ |
| 47 | Engineers Gate Manager LP | 195,028 | $$6M | +171,586 | +732.0% | 3Q | SEC ↗ |
| 48 | WCM INVESTMENT MANAGEMENT, LLC | 183,268 | $$6M | -91,362 | -33.3% | 3Q | SEC ↗ |
| 49 | Quantinno Capital Management LP | 175,005 | $$6M | +147,820 | +543.8% | 5Q | SEC ↗ |
| 50 | Allspring Global Investments Holdings, | 173,726 | $$6M | -803,320 | -82.2% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 4,293,174 | $$138M |
| 22C Capital LLC | 3,202,267 | $$103M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,072,824 | $$67M |
| Point72 Asset Management, L.P. | 429,664 | $$14M |
| PRUDENTIAL FINANCIAL INC | 357,917 | $$12M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 357,180 | $$12M |
| VANGUARD FIDUCIARY TRUST CO | 344,803 | $$11M |
| LOOMIS SAYLES & CO L P | 340,203 | $$11M |
| Trexquant Investment LP | 335,197 | $$11M |
| Edgestream Partners, L.P. | 134,491 | $$4M |
| Squarepoint Ops LLC | 115,708 | $$4M |
| GatePass Capital, LLC | 98,163 | $$3M |
| Aquatic Capital Management LLC | 63,867 | $$2M |
| BOOTHBAY FUND MANAGEMENT, LLC | 58,533 | $$2M |
| Jump Financial, LLC | 55,100 | $$2M |
| CAPITAL FUND MANAGEMENT S.A. | 49,522 | $$2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 43,533 | $$1M |
| Schonfeld Strategic Advisors LLC | 40,218 | $$1M |
| D. E. Shaw & Co., Inc. | 36,841 | $$1M |
| Brooklyn Investment Group | 35,336 | $$1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital Research Global Investors | 2,914,541 | $$94M |
| Capital World Investors | 919,902 | $$30M |
| Premier Fund Managers Ltd | 614,524 | $$20M |
| Artemis Investment Management LLP | 561,381 | $$18M |
| MACQUARIE GROUP LTD | 394,095 | $$13M |
| Granite Investment Partners, LLC | 302,969 | $$10M |
| Alpha Wave Global, LP | 232,021 | $$7M |
| NOMURA ASSET MANAGEMENT INTERNATION | 228,952 | $$7M |
| SEGALL BRYANT & HAMILL, LLC | 200,835 | $$6M |
| McElhenny Sheffield Capital Managem | 169,000 | $$5M |
| Bank Julius Baer & Co. Ltd, Zurich | 124,728 | $$4M |
| Ananym Capital Management, LP | 102,750 | $$3M |
| NEUMEIER POMA INVESTMENT COUNSEL LL | 101,585 | $$3M |
| Mawer Investment Management Ltd. | 97,223 | $$3M |
| STRS OHIO | 91,800 | $$3M |
| ARGENT CAPITAL MANAGEMENT LLC | 89,666 | $$3M |
| Y-Intercept (Hong Kong) Ltd | 73,539 | $$2M |
| Magnetar Financial LLC | 66,761 | $$2M |
| Empowered Funds, LLC | 60,315 | $$2M |
| Pacific Capital Partners Ltd | 43,750 | $$1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF MONTREAL /CAN | +1,256,256 | +55.8% | 3,507,905 |
| AMERIPRISE FINANCIAL INC | +588,210 | +4615.2% | 600,955 |
| BNP PARIBAS FINANCIAL MARKETS | +537,944 | +2701.5% | 557,857 |
| Qube Research & Technologies Ltd | +460,110 | +903.9% | 511,013 |
| FMR LLC | +378,136 | +5.3% | 7,511,043 |
| JANE STREET GROUP, LLC | +370,243 | +1247.6% | 399,920 |
| AQR CAPITAL MANAGEMENT LLC | +233,096 | +1834.4% | 245,803 |
| Fenimore Asset Management Inc | +229,630 | +50.7% | 682,222 |
| BlackRock, Inc. | +213,638 | +5.9% | 3,811,925 |
| UBS Group AG | +204,961 | +266.0% | 282,003 |
| JPMORGAN CHASE & CO | +172,337 | +333.7% | 223,989 |
| Engineers Gate Manager LP | +171,586 | +732.0% | 195,028 |
| ROYCE & ASSOCIATES LP | +166,722 | +25.3% | 825,862 |
| Quantinno Capital Management LP | +147,820 | +543.8% | 175,005 |
| Corient Private Wealth LLC | +143,529 | +1127.0% | 156,265 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +86,974 | +16.2% | 622,267 |
| WATERS PARKERSON & CO., LLC | +85,796 | +19.6% | 523,042 |
| Quantbot Technologies LP | +80,914 | +1540.0% | 86,168 |
| VICTORY CAPITAL MANAGEMENT INC | +71,313 | +274.0% | 97,335 |
| XTX Topco Ltd | +54,440 | +102.0% | 107,801 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Durable Capital Partners LP | -2,293,098 | -58.4% | 1,631,969 |
| JANUS HENDERSON GROUP PLC | -867,387 | -95.2% | 43,326 |
| Allspring Global Investments Holdin | -803,320 | -82.2% | 173,726 |
| P2 Capital Partners, LLC | -632,717 | -35.7% | 1,140,674 |
| SG Americas Securities, LLC | -591,130 | -83.6% | 115,579 |
| GOLDMAN SACHS GROUP INC | -584,241 | -46.0% | 686,627 |
| CITADEL ADVISORS LLC | -315,355 | -50.6% | 307,705 |
| GW&K Investment Management, LLC | -300,766 | -38.6% | 478,267 |
| SILVERCREST ASSET MANAGEMENT GROUP | -294,956 | -33.7% | 579,597 |
| Handelsbanken Fonder AB | -286,000 | -50.9% | 276,000 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | -153,096 | -97.0% | 4,742 |
| MORGAN STANLEY | -149,742 | -4.4% | 3,251,355 |
| NORTHERN TRUST CORP | -141,739 | -15.6% | 769,003 |
| WELLINGTON MANAGEMENT GROUP LLP | -129,672 | -29.4% | 310,838 |
| Russell Investments Group, Ltd. | -91,618 | -54.9% | 75,357 |
| WCM INVESTMENT MANAGEMENT, LLC | -91,362 | -33.3% | 183,268 |
| DEUTSCHE BANK AG | -79,317 | -31.5% | 172,307 |
| ROYAL BANK OF CANADA | -74,600 | -21.4% | 274,198 |
| MILLENNIUM MANAGEMENT LLC | -70,101 | -68.9% | 31,605 |
| VANGUARD GROUP INC | -50,796 | -1.0% | 4,837,727 |