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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
Ameriprise
76
Ameriprise
Minnesota
$2.59M -$6.16M -95,471 -66%
Verition Fund Management
77
Verition Fund Management
Connecticut
$2.58M +$2.68M +41,533 +584%
RC
78
Roundview Capital
New Jersey
$2.47M -$41.9K -650 -1%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$2.43M -$23.4M -363,392 -89%
TFCM
80
Taylor Frigon Capital Management
Arizona
$2.41M +$1.02M +15,787 +53%
Marshall Wace
81
Marshall Wace
United Kingdom
$2.38M -$4.32M -66,988 -60%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M +$614K +9,516 +28%
PAG
83
Private Advisor Group
New Jersey
$2.26M +$258 +4 +0%
LPL Financial
84
LPL Financial
California
$2.21M -$327K -5,071 -11%
Voloridge Investment Management
85
Voloridge Investment Management
Florida
$2.08M +$793K +12,302 +46%
GLA
86
Great Lakes Advisors
Illinois
$2.03M -$318K -4,935 -11%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$1.74M +$439K +6,808 +26%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.69M +$4.13K +64 +0.2%
Victory Capital Management
89
Victory Capital Management
Texas
$1.67M -$654K -10,142 -24%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$1.64M -$774K -12,000 -28%
SEI Investments
91
SEI Investments
Pennsylvania
$1.63M +$205K +3,177 +11%
Holocene Advisors
92
Holocene Advisors
New York
$1.61M +$1.6M +24,825 +445%
Cerity Partners
93
Cerity Partners
New York
$1.57M +$1.2M +18,585 +169%
BHCM
94
Brevan Howard Capital Management
Jersey
$1.56M +$1.9M +29,418 New
EGM
95
Engineers Gate Manager
New York
$1.54M +$1.88M +29,077 New
ECM
96
ExodusPoint Capital Management
New York
$1.54M +$1.87M +29,046 New
MIM
97
MetLife Investment Management
New Jersey
$1.52M -$161K -2,500 -8%
QT
98
Quantbot Technologies
New York
$1.51M +$1.83M +28,445 New
IIM
99
INTECH Investment Management
Florida
$1.45M +$284K +4,401 +19%
KIC
100
Kensington Investment Counsel
California
$1.41M +$476K +7,386 +38%