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CBIZ
CBZ

Overview Fund Activity

269 hedge funds and large institutions have $3.42B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 38 closing their positions.

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
3.61%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
29
Increased
102
Reduced
83
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$50.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M
4
Capital World Investors
4
Capital World Investors
California
$115M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$21.7M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$29.4M
4
GKIM
4
GW&K Investment Management
Massachusetts
$55.2M
5
NL
5
Nuveen LLC
North Carolina
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$364M 5,081,040 +429,228 +9%
BlackRock
2
BlackRock
New York
$272M 3,789,822 +220,661 +6%
Morgan Stanley
3
Morgan Stanley
New York
$233M 3,250,399 +129,671 +4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$214M 2,986,959 +279,863 +10%
BAM
5
Burgundy Asset Management
Ontario, Canada
$166M 2,321,198 +100,932 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$133M 1,860,903 +824,931 +80%
PCP
7
P2 Capital Partners
New York
$130M 1,806,308 -110,755 -6%
Capital World Investors
8
Capital World Investors
California
$115M 1,608,204 +367,025 +30%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$87.8M 1,224,142 +96,505 +9%
State Street
10
State Street
Massachusetts
$86.8M 1,210,801 +53,099 +5%
B
11
BloombergSen
Ontario, Canada
$80.3M 1,119,362 +96,982 +9%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$70.7M 985,958 +232,438 +31%
Northern Trust
13
Northern Trust
Illinois
$64.4M 897,396 -34,474 -4%
SAM
14
Silvercrest Asset Management
New York
$62.8M 876,015 +168,892 +24%
PFM
15
Premier Fund Managers
United Kingdom
$58.2M 818,514 +7,515 +0.9%
GKIM
16
GW&K Investment Management
Massachusetts
$55.2M 769,560 -123,956 -14%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$54.6M 753,505 -95,549 -11%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$50.3M 701,468 +682,205 +3,542%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$48M 669,253 -740,538 -53%
Invesco
20
Invesco
Georgia
$43.2M 602,923 -101,005 -14%
AIM
21
Artemis Investment Management
United Kingdom
$40.3M 561,381 -70,512 -11%
Charles Schwab
22
Charles Schwab
California
$39.8M 555,232 +31,110 +6%
Goldman Sachs
23
Goldman Sachs
New York
$37.4M 521,650 +151,784 +41%
Handelsbanken Fonder
24
Handelsbanken Fonder
Sweden
$33.1M 462,000 +115,000 +33%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$33.1M 461,450 +65,172 +16%
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