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263 hedge funds and large institutions have $1.43B invested in CBIZ in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 97 increasing their positions, 70 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4.48% less ownership

Funds ownership: 99.54%95.06% (-4.5%)

48% less capital invested

Capital invested by funds: $2.73B → $1.43B (-$1.31B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15M
Puts
$1.24M
Net Calls
Net Calls Change

Top Buyers

1 +$44.3M
2 +$29.9M
3 +$20.7M
4
Boston Partners
Boston Partners
Massachusetts
+$19.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$19.2M

Top Sellers

1 -$147M
2 -$82.3M
3 -$46.4M
4
Morgan Stanley
Morgan Stanley
New York
-$43.8M
5
PFM
Premier Fund Managers
United Kingdom
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
251
Bare Financial Services
Pennsylvania
$644
MCM
252
Manchester Capital Management
Vermont
$591
IAAG
253
Innovative Asset Advisors Group
Connecticut
$537
IA
254
IFP Advisors
Florida
$510
CPG
255
Cornerstone Planning Group
New Jersey
$376
BGAI
256
Bruce G. Allen Investments
Colorado
$349
NA
257
NewEdge Advisors
Louisiana
$322
OCWP
258
Owl Creek Wealth Partners
Colorado
$269
SIC
259
SJS Investment Consulting
Ohio
$162
SS
260
SBI Securities
Japan
$134
HFS
261
Hughes Financial Services
Virginia
$54
DF
262
Dunhill Financial
United Kingdom
$29
Capital Research Global Investors
263
Capital Research Global Investors
California
DCP
264
Durable Capital Partners
Maryland
Capital World Investors
265
Capital World Investors
California
PFM
266
Premier Fund Managers
United Kingdom
GIP
267
Granite Investment Partners
California
NAMI
268
Nomura Asset Management International
Pennsylvania
NPIC
269
Neumeier Poma Investment Counsel
California
Mawer Investment Management
270
Mawer Investment Management
Alberta, Canada
MF
271
Magnetar Financial
Illinois
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
PCP
273
Pacific Capital Partners
State of New Jersey Common Pension Fund D
274
State of New Jersey Common Pension Fund D
New Jersey
Voloridge Investment Management
275
Voloridge Investment Management
Florida