Tracked funds
8Unique WSM-tracked managers; table rows may include common shares and optionsCBZ
Ticker case file
CBZ
CBIZ INC
US professional services company
$32.25-4.47%NYQ
Politicians active
1Recent transactions disclosed via House Clerk / Senate eFD13F notional
$253.3M2026-03-31Top conviction
0.01%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
| Manager | 13F value | Conviction | Class | Option | Reported | SEC filing |
|---|---|---|---|---|---|---|
| FMR LLCOther | $201.7M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Millennium Management LLCOther | $12.5M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Point72 Asset Management, L.P.Other | $11.5M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Loomis, Sayles & Company, L.P.Other | $9.1M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Two Sigma Investments, LPOther | $8.9M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| WCM Investment Management, LLCOther | $5M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $2.8M | 0.00% | SH | — | 2026-03-31 | SEC filing |
| Balyasny Asset Management L.P.Other | $1.5M | 0.00% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $389.3K | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-05-19 | Josh Gottheimer HouseholdD · NJ-05 | Purchase | Self | $1K–$15K | 20034585 |
| 2026-04-08 | Josh Gottheimer HouseholdD · NJ-05 | Sale | Self | $1K–$15K | 20034305 |
| 2025-05-14 | Josh Gottheimer HouseholdD · NJ-05 | Sale (Partial) | Self | $1K–$15K | 20030338 |
Combined activity
13F filings + PTR transactions, newest first
- PTR2026-05-19Josh Gottheimer Household · Purchase · $1K–$15K↗
- 13F filing2026-05-15FMR LLC · $201.7M↗
- 13F filing2026-05-15Millennium Management LLC · $12.5M↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $11.5M↗
- 13F filing2026-05-15Two Sigma Investments, LP · $8.9M↗
- 13F filing2026-05-15Citadel Advisors LLC · $2.8M↗
- 13F filing2026-05-15Balyasny Asset Management L.P. · $1.5M↗
- 13F filing2026-05-15Citadel Advisors LLC · $389.3K↗
- 13F filing2026-05-14Loomis, Sayles & Company, L.P. · $9.1M↗
- 13F filing2026-05-07WCM Investment Management, LLC · $5M↗
- PTR2026-04-08Josh Gottheimer Household · Sale · $1K–$15K↗
- PTR2025-05-14Josh Gottheimer Household · Sale (Partial) · $1K–$15K↗
Often co-held with