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CBIZ
CBZ

Overview Fund Activity

286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$5K

Top Buyers

1
NL
1
Nuveen LLC
North Carolina
$23.5M
2
AIM
2
Artemis Investment Management
United Kingdom
$47.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$30.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$168M
5
PCP
5
P2 Capital Partners
New York
$145M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$205M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.24M
4
SCM
4
SG Capital Management
Illinois
$6.85M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$353M 4,651,812 -64,644 -1%
BlackRock
2
BlackRock
New York
$271M 3,569,161 -125,155 -3%
Morgan Stanley
3
Morgan Stanley
New York
$237M 3,120,728 +57,470 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$205M 2,707,096 -819,192 -23%
BAM
5
Burgundy Asset Management
Ontario, Canada
$168M 2,220,266 +138,886 +7%
PCP
6
P2 Capital Partners
New York
$145M 1,917,063 +108,108 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$107M 1,409,791 -79,687 -5%
Capital World Investors
8
Capital World Investors
California
$94.2M 1,241,179 +106,594 +9%
State Street
9
State Street
Massachusetts
$87.8M 1,157,702 -7,194 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$85.6M 1,127,637 +17,725 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$78.6M 1,035,972 +57,091 +6%
B
12
BloombergSen
Ontario, Canada
$77.6M 1,022,380 -17,952 -2%
Northern Trust
13
Northern Trust
Illinois
$70.7M 931,870 -8,847 -0.9%
GKIM
14
GW&K Investment Management
Massachusetts
$67.8M 893,516 +78,811 +10%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$65.4M 849,054 -264,913 -24%
PFM
16
Premier Fund Managers
United Kingdom
$60.8M 810,999 -2,699 -0.3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$57.2M 753,520 +51,158 +7%
SAM
18
Silvercrest Asset Management
New York
$53.6M 707,123 -106,745 -13%
Invesco
19
Invesco
Georgia
$53.4M 703,928 -65,281 -8%
AIM
20
Artemis Investment Management
United Kingdom
$47.9M 631,893 +237,983 +60%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$44.4M 585,808 -63,506 -10%
GIP
22
Granite Investment Partners
California
$40.8M 538,292 -22,957 -4%
Charles Schwab
23
Charles Schwab
California
$39.8M 524,122 -11,758 -2%
NPIC
24
Neumeier Poma Investment Counsel
California
$34.6M 456,382 +320 +0.1%
Bank of America
25
Bank of America
North Carolina
$34.4M 453,245 +21,495 +5%
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