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286 hedge funds and large institutions have $3.01B invested in CBIZ in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,565% more call options, than puts

Call options by funds: $733K | Put options by funds: $20K

50% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 72

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

4% more funds holding

Funds holding: 276286 (+10)

2.02% less ownership

Funds ownership: 91.12%89.1% (-2%)

11% less capital invested

Capital invested by funds: $3.38B → $3.01B (-$374M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
286
Holders Change
+10
Holders Change %
+3.62%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
47
Increased
108
Reduced
72
Closed
36
Calls
$733K
Puts
$20K
Net Calls
+$713K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$314M +$2.41M +33,188 +0.7%
Capital Research Global Investors
2
Capital Research Global Investors
California
$265M +$8.31M +114,396 +3%
BlackRock
3
BlackRock
New York
$244M +$7.16M +98,518 +3%
Morgan Stanley
4
Morgan Stanley
New York
$210M +$12.2M +167,607 +6%
BAM
5
Burgundy Asset Management
Ontario, Canada
$138M -$12.3M -169,886 -8%
PCP
6
P2 Capital Partners
New York
$121M +$50.6M +696,524 +63%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$101M -$8.49M -116,833 -7%
State Street
8
State Street
Massachusetts
$76.1M +$767K +10,555 +0.9%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$75.8M +$828K +11,401 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$74.6M +$844K +11,615 +1%
B
11
BloombergSen
Ontario, Canada
$70M
Northern Trust
12
Northern Trust
Illinois
$62.9M +$918K +12,636 +1%
SAM
13
Silvercrest Asset Management
New York
$58.3M -$877K -12,063 -1%
Capital World Investors
14
Capital World Investors
California
$55.5M +$107K +1,478 +0.2%
GKIM
15
GW&K Investment Management
Massachusetts
$55.1M -$1.56M -21,501 -3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$54.6M -$27.5M -378,034 -32%
PFM
17
Premier Fund Managers
United Kingdom
$54.4M +$7.27M +100,000 +14%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$51M -$1.38M -19,059 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$47.4M +$3.56M +48,979 +7%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$40M +$9.29M +127,822 +27%
GIP
21
Granite Investment Partners
California
$39.3M +$253K +3,476 +0.6%
Charles Schwab
22
Charles Schwab
California
$35.3M +$717K +9,872 +2%
Macquarie Group
23
Macquarie Group
Australia
$31.8M -$3.19M -43,847 -8%
NPIC
24
Neumeier Poma Investment Counsel
California
$30M -$15.8M -217,040 -33%
FAM
25
Fenimore Asset Management
New York
$29.1M -$1.17M -16,105 -4%