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227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $638K | Put options by funds: $79K

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

14% more capital invested

Capital invested by funds: $1.93B → $2.21B (+$279M)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 228227 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
73
Closed
23
Calls
$638K
Puts
$79K
Net Calls
+$559K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$193M +$1.36M +28,166 +0.7%
BlackRock
2
BlackRock
New York
$161M -$2M -41,520 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$159M -$13.7M -284,193 -8%
PCP
4
P2 Capital Partners
New York
$137M
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M +$896K +18,599 +0.7%
Fidelity International
6
Fidelity International
Bermuda
$92.9M -$136K -2,819 -0.1%
BAM
7
Burgundy Asset Management
Ontario, Canada
$89.5M +$553K +11,479 +0.6%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$79.3M -$11.7M -242,726 -13%
Victory Capital Management
9
Victory Capital Management
Texas
$74.3M -$7.6M -157,804 -10%
SAM
10
Silvercrest Asset Management
New York
$63.1M -$1.89M -39,287 -3%
Northern Trust
11
Northern Trust
Illinois
$57.6M -$1.1M -22,789 -2%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$54.2M -$8.3M -172,400 -14%
CCMLC
13
Cardinal Capital Management LLC (Connecticut)
Connecticut
$52.5M -$6.36M -132,093 -11%
State Street
14
State Street
Massachusetts
$50.3M +$963K +19,986 +2%
GKIM
15
GW&K Investment Management
Massachusetts
$47M +$29.2M +605,342 +176%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$45M +$1.59M +32,977 +4%
B
17
BloombergSen
Ontario, Canada
$43.1M +$11.5M +237,983 +38%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$42.2M +$8.44M +175,133 +26%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$36.5M -$6.92M -143,641 -16%
GIP
20
Granite Investment Partners
California
$35.4M -$314K -6,520 -0.9%
PIM
21
Paradice Investment Management
Colorado
$34.7M -$526K -10,916 -2%
Macquarie Group
22
Macquarie Group
Australia
$34.2M +$23.3M +482,779 +233%
NPIC
23
Neumeier Poma Investment Counsel
California
$33.8M +$5.56M +115,520 +20%
FAM
24
Fenimore Asset Management
New York
$28M +$32K +664 +0.1%
N
25
Nuveen
North Carolina
$24.3M +$2.23M +46,346 +10%