CBIZ
About: CBIZ Inc through its subsidiaries provides professional services advisors to middle-market businesses and organizations nationwide. Its business units have been aggregated into three practice groups: Financial Services, Benefits and Insurance Services, and National Practices. The company provides its services to various industries such as Banking & Financial Services, Commercial Real Estate, Construction, Health Care Manufacturing & Distribution NFP & Education, Private Client Services, Professional Services, Public Sector, and Technology & Life Sciences. It derives the majority of its revenues from the Financial Services segment and geographically from the United States.
Employees: 6,700
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
30% more call options, than puts
Call options by funds: $437K | Put options by funds: $337K
24% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 83
4.98% more ownership
Funds ownership: 83.03% [Q1] → 88.01% (+4.98%) [Q2]
1% more capital invested
Capital invested by funds: $3.39B [Q1] → $3.43B (+$46.8M) [Q2]
5% less funds holding
Funds holding: 286 [Q1] → 271 (-15) [Q2]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]
24% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 38
Financial journalist opinion
