262 hedge funds and large institutions have $1.43B invested in CBIZ in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 97 increasing their positions, 70 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4.48% less ownership

Funds ownership: 99.54%95.06% (-4.5%)

48% less capital invested

Capital invested by funds: $2.73B → $1.43B (-$1.31B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15M
Puts
$1.24M
Net Calls
Net Calls Change

Top Buyers

1 +$44.3M
2 +$29.9M
3 +$20.7M
4
Boston Partners
Boston Partners
Massachusetts
+$19.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$19.2M

Top Sellers

1 -$147M
2 -$82.3M
3 -$46.4M
4
Morgan Stanley
Morgan Stanley
New York
-$43.8M
5
PFM
Premier Fund Managers
United Kingdom
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$2.02M
BCC
77
Bridge City Capital
Oregon
$1.75M
ACM
78
Aquatic Capital Management
Illinois
$1.71M
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$1.71M
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$1.69M
First Trust Advisors
81
First Trust Advisors
Illinois
$1.67M
ECM
82
ExodusPoint Capital Management
New York
$1.64M
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$1.59M
BFM
84
Boothbay Fund Management
New York
$1.57M
WCAMG
85
Woodard & Company Asset Management Group
North Carolina
$1.55M
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$1.54M
JF
87
Jump Financial
Illinois
$1.48M
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$1.47M
CCG
89
Chatham Capital Group
Georgia
$1.34M
Capital Fund Management (CFM)
90
Capital Fund Management (CFM)
France
$1.33M
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.22M
TFCM
92
Taylor Frigon Capital Management
Arizona
$1.22M
Barclays
93
Barclays
United Kingdom
$1.19M
CCIA
94
Campbell & Co Investment Adviser
Maryland
$1.17M
VAM
95
Vanguard Asset Management
$1.17M
PAG
96
Private Advisor Group
New Jersey
$1.15M
Legal & General Group
97
Legal & General Group
United Kingdom
$1.12M
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$1.12M
SSA
99
Schonfeld Strategic Advisors
New York
$1.08M
GLA
100
Great Lakes Advisors
Illinois
$1.06M