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168 hedge funds and large institutions have $1.56B invested in CBIZ in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $1.3B → $1.56B (+$261M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 166168 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 89.45%89.27% (-0.18%)

36% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 70

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
45
Reduced
70
Closed
17
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M +$5.14M +174,591 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$129M -$2.72M -92,211 -2%
PCP
3
P2 Capital Partners
New York
$114M
Vanguard Group
4
Vanguard Group
Pennsylvania
$85.2M +$1.2M +40,645 +2%
Wells Fargo
5
Wells Fargo
California
$80.5M +$6.74M +228,806 +10%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$76.9M -$374K -12,697 -0.5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$69.1M +$10.7M +364,264 +21%
BAM
8
Burgundy Asset Management
Ontario, Canada
$62.4M -$145K -4,921 -0.3%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$62.1M -$7.05M -239,508 -11%
EVM
10
Eaton Vance Management
Massachusetts
$61M +$5.16M +175,315 +10%
Fidelity International
11
Fidelity International
Bermuda
$61M +$42.6K +1,446 +0.1%
SAM
12
Silvercrest Asset Management
New York
$51.8M -$1.27M -42,997 -3%
ICOM
13
Investment Counselors of Maryland
Maryland
$44.7M +$1.37M +46,453 +4%
PIM
14
Paradice Investment Management
Colorado
$44.2M -$99.5K -3,379 -0.2%
ACM
15
Atlanta Capital Management
Georgia
$43.5M +$460K +15,604 +1%
Northern Trust
16
Northern Trust
Illinois
$42.2M -$8.31M -282,000 -18%
State Street
17
State Street
Massachusetts
$32.3M -$1.72M -58,281 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$27.3M +$429K +14,555 +2%
GIP
19
Granite Investment Partners
California
$26.8M -$1.19M -40,354 -5%
First Manhattan
20
First Manhattan
New York
$20.8M -$258K -8,750 -1%
FAM
21
Fenimore Asset Management
New York
$19.5M +$485K +16,470 +3%
Bank of America
22
Bank of America
North Carolina
$18.7M +$3.3M +112,054 +24%
Norges Bank
23
Norges Bank
Norway
$18.7M -$6.8M -231,001 -29%
Charles Schwab
24
Charles Schwab
California
$15.1M +$250K +8,496 +2%
Morgan Stanley
25
Morgan Stanley
New York
$10.6M +$990K +33,606 +12%