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169 hedge funds and large institutions have $1.82B invested in CBIZ in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $1.51B → $1.82B (+$310M)

6% more funds holding

Funds holding: 160169 (+9)

0.84% more ownership

Funds ownership: 88.34%89.18% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 67

51% less call options, than puts

Call options by funds: $160K | Put options by funds: $329K

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
47
Reduced
67
Closed
17
Calls
$160K
Puts
$329K
Net Calls
-$169K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$148M -$3.08M -82,642 -2%
PCP
2
P2 Capital Partners
New York
$136M
BlackRock
3
BlackRock
New York
$134M -$1.82M -48,822 -1%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$113M +$107M +2,882,029 New
EVM
5
Eaton Vance Management
Massachusetts
$100M +$12.4M +331,312 +15%
Vanguard Group
6
Vanguard Group
Pennsylvania
$98.9M -$1.53M -40,977 -2%
Fidelity International
7
Fidelity International
Bermuda
$75.2M
BAM
8
Burgundy Asset Management
Ontario, Canada
$73.6M +$482K +12,929 +0.7%
SAM
9
Silvercrest Asset Management
New York
$66.1M -$2.43M -65,059 -4%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$65.1M -$5.64M -151,317 -8%
PIM
11
Paradice Investment Management
Colorado
$52.9M -$934K -25,054 -2%
ACM
12
Atlanta Capital Management
Georgia
$51.4M +$2.26M +60,709 +5%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$51.2M -$3.62M -97,200 -7%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$50.6M -$21.3M -570,038 -31%
Northern Trust
15
Northern Trust
Illinois
$49.2M +$251K +6,743 +0.5%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$48.2M -$4.12M -110,554 -8%
State Street
17
State Street
Massachusetts
$39.2M +$13.1K +352 +0%
Victory Capital Management
18
Victory Capital Management
Texas
$36.1M +$33.6M +900,915 +4,024%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$33M -$775K -20,797 -2%
GIP
20
Granite Investment Partners
California
$32.5M +$1.24M +33,202 +4%
First Manhattan
21
First Manhattan
New York
$23.3M -$256K -6,870 -1%
Bank of America
22
Bank of America
North Carolina
$23.3M +$1.43M +38,405 +7%
FAM
23
Fenimore Asset Management
New York
$23.1M -$60.2K -1,615 -0.3%
Norges Bank
24
Norges Bank
Norway
$20.8M -$1.63M -43,600 -8%
Charles Schwab
25
Charles Schwab
California
$18.9M -$6.86K -184 -0%