We are live on
!
Find out more
CBIZ
263 hedge funds and large institutions have $2.73B invested in CBIZ in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
16% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 37
6.58% more ownership
Funds ownership: 92.96% → 99.54% (+6.6%)
2% more capital invested
Capital invested by funds: $2.69B → $2.73B (+$46.2M)
0% more funds holding
Funds holding: 262 → 263 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
21% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 103
83% less call options, than puts
Call options by funds: $267K | Put options by funds: $1.54M
Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
81
Reduced
103
Closed
37
Calls
$267K
Puts
$1.54M
Net Calls
-$1.27M
Net Calls Change
-$1.32M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$216M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$118M |
| 3 |
SG Americas Securities
New York
|
+$37.2M |
| 4 |
RA
Royce & Associates
New York
|
+$27.6M |
| 5 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$20.6M |
Top Sellers
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$121M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$25.8M |
| 3 |
JP Morgan Chase
New York
|
-$24.8M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$20.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$16.6M |
