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269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,708% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $149K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $2.99B → $3.55B (+$556M)

3% more funds holding

Funds holding: 260269 (+9)

5.53% less ownership

Funds ownership: 95.88%90.35% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 114

Holders
269
Holders Change
+9
Holders Change %
+3.46%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
36
Increased
77
Reduced
114
Closed
26
Calls
$4.18M
Puts
$149K
Net Calls
+$4.04M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$291M +$68.6M +986,774 +36%
BlackRock
2
BlackRock
New York
$270M -$6.79M -97,596 -3%
Morgan Stanley
3
Morgan Stanley
New York
$264M -$275M -3,950,242 -54%
Capital Research Global Investors
4
Capital Research Global Investors
California
$246M +$164M +2,364,545 +309%
BAM
5
Burgundy Asset Management
Ontario, Canada
$171M +$1.97M +28,299 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$158M -$20.9M -300,764 -13%
PCP
7
P2 Capital Partners
New York
$110M -$76.2M -1,096,186 -44%
Select Equity Group
8
Select Equity Group
New York
$99M +$69.3M +996,694 +376%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$93M +$26.9M +387,544 +49%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$92.3M -$8.35M -120,134 -9%
State Street
11
State Street
Massachusetts
$84.4M +$292K +4,203 +0.4%
B
12
BloombergSen
Ontario, Canada
$83.8M -$1.47M -21,175 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$82.9M +$2.07M +29,769 +3%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$80.8M -$214K -3,072 -0.3%
SAM
15
Silvercrest Asset Management
New York
$73.8M -$11M -157,549 -14%
Northern Trust
16
Northern Trust
Illinois
$72.6M -$1.12M -16,125 -2%
GKIM
17
GW&K Investment Management
Massachusetts
$68.7M -$16M -229,946 -21%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$65M -$453K -6,509 -0.8%
PFM
19
Premier Fund Managers
United Kingdom
$55.7M -$156K -2,244 -0.3%
NPIC
20
Neumeier Poma Investment Counsel
California
$53.9M -$5.47M -78,740 -10%
Fidelity International
21
Fidelity International
Bermuda
$53.2M
GIP
22
Granite Investment Partners
California
$51.5M -$1.72M -24,781 -4%
Macquarie Group
23
Macquarie Group
Australia
$44.6M -$27.8M -400,385 -41%
Goldman Sachs
24
Goldman Sachs
New York
$43.4M +$3.15M +45,321 +9%
FAM
25
Fenimore Asset Management
New York
$41.4M +$66.1K +950 +0.2%