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160 hedge funds and large institutions have $1.51B invested in CBIZ in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 88.71%88.34% (-0.37%)

3% less capital invested

Capital invested by funds: $1.55B → $1.51B (-$38.7M)

5% less funds holding

Funds holding: 168160 (-8)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
53
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$125M -$726K -22,299 -0.6%
PCP
2
P2 Capital Partners
New York
$113M
BlackRock
3
BlackRock
New York
$112M -$5.28M -162,322 -4%
Wells Fargo
4
Wells Fargo
California
$93.5M +$4.3M +132,021 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$83.1M +$694K +21,315 +0.8%
EVM
6
Eaton Vance Management
Massachusetts
$72M +$10.2M +312,651 +16%
Fidelity International
7
Fidelity International
Bermuda
$62.2M
BAM
8
Burgundy Asset Management
Ontario, Canada
$60.4M -$560K -17,205 -0.9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$60.3M -$5.61M -172,529 -8%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$58.7M +$512K +15,725 +0.9%
SAM
11
Silvercrest Asset Management
New York
$57.2M +$155K +4,773 +0.3%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$45.5M -$19.6M -600,811 -30%
PIM
13
Paradice Investment Management
Colorado
$44.6M +$2.07M +63,713 +5%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$43.4M +$43.6M +1,339,573 +49,340%
ACM
15
Atlanta Capital Management
Georgia
$40.5M -$1.47M -45,167 -3%
Northern Trust
16
Northern Trust
Illinois
$40.5M -$724K -22,236 -2%
State Street
17
State Street
Massachusetts
$32.4M -$1.26M -38,622 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$28M -$315K -9,678 -1%
GIP
19
Granite Investment Partners
California
$25.8M -$802K -24,640 -3%
First Manhattan
20
First Manhattan
New York
$19.5M -$614K -18,874 -3%
FAM
21
Fenimore Asset Management
New York
$19.1M -$203K -6,253 -1%
Norges Bank
22
Norges Bank
Norway
$18.6M -$136K -4,184 -0.7%
Bank of America
23
Bank of America
North Carolina
$18M +$600K +18,431 +3%
Charles Schwab
24
Charles Schwab
California
$15.6M +$285K +8,770 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.67M -$118K -3,632 -1%