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
Holocene Advisors
101
Holocene Advisors
New York
$986K
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$972K
RC
103
Roundview Capital
New Jersey
$953K
BIG
104
Brooklyn Investment Group
New York
$949K
DTL
105
Dynamic Technology Lab
Singapore
$942K
MYIA
106
Mount Yale Investment Advisors
Colorado
$933K
VAS
107
Vestmark Advisory Solutions
Massachusetts
$933K
Raymond James Financial
108
Raymond James Financial
Florida
$919K
Wells Fargo
109
Wells Fargo
California
$911K
AG
110
Algert Global
California
$887K
SEI Investments
111
SEI Investments
Pennsylvania
$869K
HighTower Advisors
112
HighTower Advisors
Illinois
$815K
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$776K
LPL Financial
114
LPL Financial
California
$775K
N
115
Numerai
California
$769K
MIM
116
MetLife Investment Management
New Jersey
$741K
OAM
117
Oxford Asset Management
United Kingdom
$725K
FGP
118
Freestone Grove Partners
California
$716K
VGA
119
Vanguard Global Advisers
Pennsylvania
$707K
Mirae Asset Global ETFs Holdings
120
Mirae Asset Global ETFs Holdings
Hong Kong
$646K
EC
121
EntryPoint Capital
New York
$644K
Franklin Resources
122
Franklin Resources
California
$642K
GAM
123
Gotham Asset Management
New York
$636K
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$623K
Assenagon Asset Management
125
Assenagon Asset Management
Luxembourg
$604K