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
CB
176
Commerce Bank
Missouri
$200K
Simplex Trading
177
Simplex Trading
Illinois
$180K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$175K
Canada Life
179
Canada Life
Manitoba, Canada
$157K
Citigroup
180
Citigroup
New York
$145K
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$127K
CIAS
182
CBIZ Investment Advisory Services
Ohio
$126K
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$122K
LFG
184
Larson Financial Group
Missouri
$118K
BC
185
Bayforest Capital
United Kingdom
$115K
AIP
186
Ameritas Investment Partners
Nebraska
$111K
HWA
187
HHM Wealth Advisors
Tennessee
$107K
Ensign Peak Advisors
188
Ensign Peak Advisors
Utah
$106K
TRCT
189
Tower Research Capital (TRC)
New York
$104K
SOADOR
190
State of Alaska Department of Revenue
Alaska
$95K
Jones Financial Companies
191
Jones Financial Companies
Missouri
$89.1K
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$82K
VCM
193
Versant Capital Management
Arizona
$81.1K
HNB
194
Huntington National Bank
Ohio
$70.6K
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$56.4K
Osaic Holdings
196
Osaic Holdings
Arizona
$53.2K
KBC Group
197
KBC Group
Belgium
$43K
EWA
198
EverSource Wealth Advisors
Alabama
$40.6K
PFBT
199
Parkside Financial Bank & Trust
Missouri
$37K
US Bancorp
200
US Bancorp
Minnesota
$36.8K