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262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 88.02%92.96% (+4.9%)

5% less funds holding

Funds holding: 276262 (-14)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

22% less capital invested

Capital invested by funds: $3.43B → $2.69B (-$747M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-14
Holders Change %
-5.07%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
69
Reduced
107
Closed
53
Calls
$47K
Puts
Net Calls
+$47K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
NPIC
51
Neumeier Poma Investment Counsel
California
$5.46M -$21.7M -335,941 -77%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$5.44M +$4.88M +75,685 +280%
PCP
53
Pacific Capital Partners
$5.43M +$484K +7,500 +8%
Millennium Management
54
Millennium Management
New York
$5.39M +$6.56M +101,706 New
BCC
55
Bridge City Capital
Oregon
$5.37M +$1.14M +17,687 +21%
CP
56
CenterBook Partners
Connecticut
$5.21M +$6.35M +98,406 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$5.03M -$206K -3,200 -3%
Barclays
58
Barclays
United Kingdom
$4.77M -$786K -12,181 -12%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$4.46M +$513K +7,950 +10%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$4.19M +$239K +3,709 +5%
AACP
61
Advantage Alpha Capital Partners
California
$4.15M +$1.86M +28,846 +58%
UBS Group
62
UBS Group
Switzerland
$4.04M -$11.5M -178,616 -70%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$3.97M -$383K -5,932 -7%
YIH
64
Y-Intercept (HK)
Hong Kong
$3.89M +$4.74M +73,539 New
BCM
65
Bancreek Capital Management
California
$3.79M -$359K -5,564 -7%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$3.62M -$760K -11,780 -15%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$3.27M -$840K -13,023 -17%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$3.24M -$4.07M -63,159 -51%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$3.14M +$191K +2,964 +6%
WCAMG
70
Woodard & Company Asset Management Group
North Carolina
$3.05M
Legal & General Group
71
Legal & General Group
United Kingdom
$2.94M -$240K -3,720 -6%
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.86M -$774 -12 -0%
CCG
73
Chatham Capital Group
Georgia
$2.68M -$156K -2,420 -5%
Wells Fargo
74
Wells Fargo
California
$2.62M +$201K +3,109 +7%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.59M +$193 +3 +0%