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CBIZ
CBZ

Overview Fund Activity

271 hedge funds and large institutions have $3.43B invested in CBIZ in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
3.63%
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
103
Reduced
83
Closed
38
Calls
$437K
Puts
$337K
Net Calls
+$100K
Net Calls Change
-$666K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.8M
4
Capital World Investors
Capital World Investors
California
+$26.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$53.1M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$17.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
-$8.89M
5
NL
Nuveen LLC
North Carolina
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$32.6M +$93.7K +1,306 +0.3%
GCM
27
Geneva Capital Management
Wisconsin
$32.3M +$1.79M +25,000 +6%
Bessemer Group
28
Bessemer Group
New Jersey
$32.1M +$1.43M +19,921 +5%
NPIC
29
Neumeier Poma Investment Counsel
California
$31.5M -$1.25M -17,406 -4%
William Blair & Company
30
William Blair & Company
Illinois
$31.2M +$494K +6,893 +2%
GIP
31
Granite Investment Partners
California
$31.1M -$7.48M -104,303 -19%
FAM
32
Fenimore Asset Management
New York
$31M +$2.87K +40 +0%
Macquarie Group
33
Macquarie Group
Australia
$30.8M +$90.3K +1,259 +0.3%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$29.9M +$503K +7,012 +2%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$29.4M -$12.7M -176,543 -30%
WPC
36
Waters Parkerson & Co
Louisiana
$28.6M +$6.76M +94,214 +31%
SCA
37
Summit Creek Advisors
Minnesota
$22M +$160K +2,228 +0.7%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$21.7M +$21.7M +303,146 New
Public Employees Retirement Association of Colorado
39
Public Employees Retirement Association of Colorado
Colorado
$18.5M -$4.19M -58,400 -18%
UBS Group
40
UBS Group
Switzerland
$18.3M +$7.43M +103,671 +69%
MBI
41
Montrusco Bolton Investments
Quebec, Canada
$16.7M +$16.7M +233,390 New
AWG
42
Alpha Wave Global
New York
$16.6M +$10.3M +143,526 +162%
RA
43
Royce & Associates
New York
$15.1M – – –
SBH
44
Segall Bryant & Hamill
Illinois
$14.4M +$2.47M +34,378 +21%
NL
45
Nuveen LLC
North Carolina
$13.6M -$8.57M -119,522 -39%
Citadel Advisors
46
Citadel Advisors
Florida
$12.6M +$9.57M +133,498 +313%
UBS AM
47
UBS AM
Illinois
$12.4M +$2.12M +29,597 +21%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$11.7M +$975K +13,599 +9%
Deutsche Bank
49
Deutsche Bank
Germany
$11.2M +$729K +10,159 +7%
Ameriprise
50
Ameriprise
Minnesota
$10.3M +$4.9M +68,271 +90%
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