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282 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $802K | Put options by funds: $41K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $3.01B → $3.74B (+$725M)

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

1.88% more ownership

Funds ownership: 89.1%90.97% (+1.9%)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

1% less funds holding

Funds holding: 286282 (-4)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
85
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Fenimore Asset Management
New York
$35.3M -$79K -1,056 -0.2%
GCM
27
Geneva Capital Management
Wisconsin
$34.6M +$10.5M +140,493 +50%
William Blair & Company
28
William Blair & Company
Illinois
$34.6M +$1.27M +17,024 +4%
Bessemer Group
29
Bessemer Group
New Jersey
$33.7M +$860K +11,499 +3%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$32.9M +$30M +401,552 New
Macquarie Group
31
Macquarie Group
Australia
$32.5M -$5.69M -76,166 -16%
AIM
32
Artemis Investment Management
United Kingdom
$32.2M +$4.59M +61,376 +18%
Handelsbanken Fonder
33
Handelsbanken Fonder
Sweden
$26.3M +$2.24M +30,000 +10%
Public Employees Retirement Association of Colorado
34
Public Employees Retirement Association of Colorado
Colorado
$25.5M +$3.27M +43,687 +16%
SCA
35
Summit Creek Advisors
Minnesota
$24.9M +$3.77M +50,435 +20%
Citadel Advisors
36
Citadel Advisors
Florida
$24.7M +$15.7M +209,457 +228%
WPC
37
Waters Parkerson & Co
Louisiana
$23.4M +$21.4M +285,755 New
SCM
38
SG Capital Management
Illinois
$20.5M +$18.8M +251,044 New
N
39
Nuveen
North Carolina
$20M +$8.42M +112,569 +86%
RA
40
Royce & Associates
New York
$17.1M +$1.03M +13,738 +7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$17M +$1.07M +14,310 +7%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$16.7M +$1.96M +26,265 +15%
Bank Julius Baer & Co
43
Bank Julius Baer & Co
Switzerland
$12.6M +$1.45M +19,444 +15%
Deutsche Bank
44
Deutsche Bank
Germany
$12.3M +$1.09M +14,626 +11%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$12.3M -$46.1K -617 -0.4%
SBH
46
Segall Bryant & Hamill
Illinois
$12.2M +$1.84M +24,622 +20%
Norges Bank
47
Norges Bank
Norway
$12.1M -$807K -10,788 -7%
First Manhattan
48
First Manhattan
New York
$11.9M -$41.1K -550 -0.4%
UBS AM
49
UBS AM
Illinois
$11.1M +$1.33M +17,810 +15%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$10.7M -$50.9M -680,771 -84%