CBIZ
259 hedge funds and large institutions have $1.64B invested in CBIZ in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 66 reducing their positions, and 45 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
56% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 66
46% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $3.05M
15% more capital invested
Capital invested by funds: $1.43B → $1.64B (+$209M)
0.08% more ownership
Funds ownership: 95.06% → 95.14% (+0.08%)
0% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 45
2% less funds holding
Funds holding: 263 → 259 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$36.1M |
| 2 |
DCM
DG Capital Management
New York
|
+$20.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$14.4M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$26.4M |
| 2 |
SM
Sunriver Management
Greenwich,
Connecticut
|
-$26M |
| 3 |
Morgan Stanley
New York
|
-$16M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$14.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$12.9M |
CBZ Hedge Fund Activity: Q2 2026 in Review
259 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2026, worth a combined $1.64B — up 15% from $1.43B a quarter earlier.
Fund positioning in CBZ was balanced in Q2 2026: 45 funds opened new positions, 45 closed out, 103 added to existing stakes and 66 trimmed.
The largest buyer was BlackRock, adding an estimated $36.1M. The largest seller was AllianceBernstein, cutting an estimated $26.4M.
- 259 institutional investors held CBIZ (CBZ) as of Q2 2026, down from 263 in Q1 2026.
- Funds reported $1.64B of CBIZ stock for Q2 2026, up 15% quarter-over-quarter.
- 45 funds opened new CBIZ positions in Q2 2026 and 45 closed out, a net change of 0 holders.
- The largest CBIZ buyer in Q2 2026 was BlackRock, an estimated $36.1M added.
- The largest CBIZ seller in Q2 2026 was AllianceBernstein, an estimated $26.4M sold.
Based on aggregated 13F filings for Q2 2026.