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CBIZ
263 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
39% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 70
12% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 57
0% more funds holding
Funds holding: 263 → 263 (0)
7% less call options, than puts
Call options by funds: $1.15M | Put options by funds: $1.24M
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: 4 → 2 (-2)
Holders
263
Holders Change
–
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
64
Increased
97
Reduced
70
Closed
57
Calls
$1.15M
Puts
$1.24M
Net Calls
-$83K
Net Calls Change
+$1.19M
Top Buyers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$44.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$29.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$19.8M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$19.2M |
