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269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,708% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $149K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $2.99B → $3.55B (+$556M)

3% more funds holding

Funds holding: 260269 (+9)

5.53% less ownership

Funds ownership: 95.88%90.35% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 114

Holders
269
Holders Change
+9
Holders Change %
+3.46%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
114
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$40.6M +$36M +517,064 New
Charles Schwab
27
Charles Schwab
California
$39.7M +$215K +3,098 +0.6%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$36.3M +$295K +4,247 +0.9%
Bank of America
29
Bank of America
North Carolina
$30.3M -$2.66M -38,253 -9%
CCMLC
30
Cardinal Capital Management LLC (Connecticut)
Connecticut
$26.1M -$10.4M -149,730 -31%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$25.9M -$17.6M -253,645 -43%
Bessemer Group
32
Bessemer Group
New Jersey
$25.9M +$1.43M +20,567 +7%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$23.8M +$1.3M +18,638 +7%
Norges Bank
34
Norges Bank
Norway
$23M -$1.72M -24,805 -8%
ACH
35
ArrowMark Colorado Holdings
Colorado
$19.5M -$7.85M -112,900 -31%
N
36
Nuveen
North Carolina
$18.6M -$2.79M -40,149 -15%
AIM
37
Artemis Investment Management
United Kingdom
$17.1M +$15.2M +218,531 New
RA
38
Royce & Associates
New York
$15.7M +$6.95M +100,000 +100%
JP Morgan Chase
39
JP Morgan Chase
New York
$15.4M -$1.79M -25,683 -12%
Invesco
40
Invesco
Georgia
$15M -$141K -2,025 -1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$14.4M -$1.12M -16,125 -8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$14.2M -$2.48M -35,633 -16%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$12.8M -$604K -8,685 -5%
PIM
44
Paradice Investment Management
Colorado
$12.6M -$6.89M -99,045 -38%
First Manhattan
45
First Manhattan
New York
$11.5M -$323K -4,645 -3%
Citigroup
46
Citigroup
New York
$10.7M +$8.51M +122,338 +865%
William Blair & Company
47
William Blair & Company
Illinois
$10.2M +$4.59M +65,968 +103%
Deutsche Bank
48
Deutsche Bank
Germany
$9.86M +$49.6K +713 +0.6%
SBH
49
Segall Bryant & Hamill
Illinois
$9.85M -$125K -1,800 -1%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$9.05M -$3.18M -45,800 -28%