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
GI
201
GAMMA Investing
California
$34.3K
S
202
SignatureFD
Georgia
$33.8K
Nomura Asset Management
203
Nomura Asset Management
Japan
$29.5K
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
DWP
205
Destiny Wealth Partners
Florida
$24.5K
AssetMark Inc
206
AssetMark Inc
California
$24.3K
AF
207
Allworth Financial
California
$24.2K
FFA
208
Farther Finance Advisors
California
$23.8K
FGA
209
Fortis Group Advisors
New Jersey
$23.5K
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$21.8K
SAM
211
Smartleaf Asset Management
Massachusetts
$19.6K
KFAS
212
Keating Financial Advisory Services
Kansas
$14.2K
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$13.8K
AA
214
Ancora Advisors
Ohio
$13.4K
TC
215
Trust Company
Kansas
$13.4K
SOW
216
State of Wyoming
Wyoming
$12.4K
MCM
217
MAI Capital Management
Ohio
$11.8K
AAP
218
Arax Advisory Partners
Colorado
$11.4K
HCA
219
Harbor Capital Advisors
Illinois
$9K
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$8.73K
SCM
221
Sterling Capital Management
North Carolina
$8.54K
SC
222
SouthState Corp
Florida
$7.12K
PA
223
Parallel Advisors
California
$6.5K
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$5.91K
JSAM
225
J. Safra Asset Management
New York
$5.77K