286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Market Value Shares Shares
Change
Shares
Change %
DW
151
Dodds Wealth
Colorado
$663K 8,742
KK
152
KLP Kapitalforvaltning
Norway
$660K 8,700 -700 -7%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$648K 8,540 -1,859 -18%
CB
154
Commerce Bank
Missouri
$612K 8,066 +1,100 +16%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$607K 8,006
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$594K 7,824 +7,824 New
VPIM
157
Vanguard Personalized Indexing Management
California
$549K 7,239 -569 -7%
SOW
158
State of Wyoming
Wyoming
$539K 7,110 +1,545 +28%
HCM
159
HMS Capital Management
Tennessee
$502K 7,078
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$501K 6,604 +685 +12%
Jennison Associates
161
Jennison Associates
New York
$485K 6,396 +6,396 New
MPM
162
Meritage Portfolio Management
Kansas
$473K 6,234 -4,984 -44%
CCB
163
Country Club Bank
Missouri
$472K 6,294
FT
164
Fiduciary Trust
Massachusetts
$462K 6,085 +6,085 New
GAM
165
Gotham Asset Management
New York
$449K 5,914 -19 -0.3%
MFA
166
Mayflower Financial Advisors
Massachusetts
$445K 5,863
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$434K 5,722 -10 -0.2%
SSA
168
Schonfeld Strategic Advisors
New York
$401K 5,287 +5,287 New
IFS
169
Ifrah Financial Services
Arkansas
$398K 5,247 -522 -9%
VI
170
Versor Investments
New York
$394K 5,189 -2,591 -33%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$379K 4,997 +1,071 +27%
AAS
172
Avantax Advisory Services
Texas
$376K 4,956 +209 +4%
AIP
173
Ameritas Investment Partners
Nebraska
$368K 4,848 -166 -3%
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
$360K 4,739 +138 +3%
State of Wisconsin Investment Board
175
State of Wisconsin Investment Board
Wisconsin
$354K 4,663 -441 -9%