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
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$598K
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$582K
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$560K
VPIM
129
Vanguard Personalized Indexing Management
California
$539K
Marshall Wace
130
Marshall Wace
United Kingdom
$538K
II
131
Inspire Investing
Idaho
$516K
DFCM
132
Dark Forest Capital Management
Puerto Rico
$489K
CFO
133
Callan Family Office
Pennsylvania
$459K
BHCM
134
Brevan Howard Capital Management
Jersey
$449K
GCP
135
GSA Capital Partners
United Kingdom
$445K
KK
136
KLP Kapitalforvaltning
Norway
$438K
LIM
137
Letson Investment Management
Georgia
$430K
ET
138
Equitable Trust
Tennessee
$424K
CC
139
Centiva Capital
New York
$415K
UCFA
140
United Capital Financial Advisors
Texas
$402K
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$400K
CWM
142
Chicago Wealth Management
Illinois
$376K
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
$366K
DW
144
Dodds Wealth
Colorado
$364K
ASRS
145
Arizona State Retirement System
Arizona
$362K
BFG
146
Bleakley Financial Group
New Jersey
$359K
GCM
147
Graham Capital Management
Connecticut
$357K
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$352K
IIM
149
INTECH Investment Management
Florida
$336K
ZBNA
150
Zions Bancorporation, National Association
Utah
$325K