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
Cerity Partners
151
Cerity Partners
New York
$324K
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$323K
QCG
153
Quadrant Capital Group
Ohio
$321K
VIA
154
Vanguard Investments Australia
Australia
$313K
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$303K
AI
156
Atom Investors
Texas
$295K
CG
157
Caprock Group
Idaho
$281K
LCM
158
Legato Capital Management
California
$278K
CAU
159
Caxton Associates (UK)
$276K
RC
160
RBF Capital
California
$269K
HA
161
Helium Advisors
Washington
$263K
FRM
162
Fox Run Management
Connecticut
$259K
SHWM
163
Smith & Howard Wealth Management
Georgia
$258K
ECM
164
Evergreen Capital Management
Washington
$257K
VOYA Investment Management
165
VOYA Investment Management
Georgia
$234K
VBFP
166
Valtinson Bruner Financial Planning
Minnesota
$233K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$225K
HT
168
Headlands Technologies
Illinois
$224K
CWWM
169
Clear Wave Wealth Management
New Jersey
$218K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$216K
ECM
171
Everence Capital Management
Indiana
$206K
SRL
172
Scientech Research LLC
New Jersey
$205K
FFP
173
FourThought Financial Partners
Florida
$203K
KAS
174
Kestra Advisory Services
Texas
$202K
AIM
175
Aigen Investment Management
New York
$201K