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209 hedge funds and large institutions have $1.95B invested in CBIZ in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 187209 (+22)

5% more capital invested

Capital invested by funds: $1.86B → $1.95B (+$90.4M)

0.27% less ownership

Funds ownership: 89.06%88.79% (-0.27%)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $149K | Put options by funds: $291K

Holders
209
Holders Change
+22
Holders Change %
+11.76%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
67
Reduced
75
Closed
11
Calls
$149K
Puts
$291K
Net Calls
-$142K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$152M -$945K -21,595 -0.6%
PCP
2
P2 Capital Partners
New York
$149M
BlackRock
3
BlackRock
New York
$135M -$1.85M -42,365 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$111M -$491K -11,220 -0.4%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$108M -$7.93M -181,304 -7%
EVM
6
Eaton Vance Management
Massachusetts
$104M -$1.48M -33,771 -1%
Victory Capital Management
7
Victory Capital Management
Texas
$81.9M -$1.16M -26,409 -1%
Fidelity International
8
Fidelity International
Bermuda
$80.5M -$642K -14,669 -0.8%
BAM
9
Burgundy Asset Management
Ontario, Canada
$77.2M -$7.44M -170,004 -9%
SAM
10
Silvercrest Asset Management
New York
$58.2M -$4.5M -102,944 -7%
CCMLC
11
Cardinal Capital Management LLC (Connecticut)
Connecticut
$55.1M -$5M -114,318 -8%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$54.3M -$74.4K -1,700 -0.1%
ACM
13
Atlanta Capital Management
Georgia
$51.1M -$2.8M -64,045 -5%
Northern Trust
14
Northern Trust
Illinois
$50.7M -$1.83M -41,732 -3%
State Street
15
State Street
Massachusetts
$42.9M +$148K +3,392 +0.3%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$39M -$7.33M -167,535 -16%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$36.7M +$160K +3,658 +0.4%
GIP
18
Granite Investment Partners
California
$31.8M -$647K -14,795 -2%
PIM
19
Paradice Investment Management
Colorado
$30.8M -$10.3M -235,925 -25%
B
20
BloombergSen
Ontario, Canada
$28.6M -$2.23M -50,972 -7%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$25.5M +$2.34M +53,565 +10%
FAM
22
Fenimore Asset Management
New York
$25.2M +$173K +3,945 +0.7%
Norges Bank
23
Norges Bank
Norway
$21.4M +$490K +11,200 +2%
Charles Schwab
24
Charles Schwab
California
$21.3M -$64.6K -1,478 -0.3%
Bank of America
25
Bank of America
North Carolina
$18.8M -$3.15M -72,084 -14%