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262 hedge funds and large institutions have $2.69B invested in CBIZ in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 88.02%92.96% (+4.9%)

5% less funds holding

Funds holding: 276262 (-14)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

22% less capital invested

Capital invested by funds: $3.43B → $2.69B (-$747M)

36% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 107

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
262
Holders Change
-14
Holders Change %
-5.07%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
69
Reduced
107
Closed
53
Calls
$47K
Puts
Net Calls
+$47K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$259M -$12.4M -192,517 -4%
DCP
2
Durable Capital Partners
Maryland
$208M +$253M +3,925,067 New
BlackRock
3
BlackRock
New York
$188M -$16.1M -249,020 -7%
Morgan Stanley
4
Morgan Stanley
New York
$180M +$9.72M +150,698 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$160M +$74.9M +1,161,377 +62%
Capital Research Global Investors
6
Capital Research Global Investors
California
$155M -$4.23M -65,633 -2%
BAM
7
Burgundy Asset Management
Ontario, Canada
$149M -$361K -5,592 -0.2%
PCP
8
P2 Capital Partners
New York
$90.9M -$5.8M -89,983 -5%
State Street
9
State Street
Massachusetts
$61.2M -$3.6M -55,868 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$60.9M -$4.81M -74,507 -6%
B
11
BloombergSen
Ontario, Canada
$58.7M -$742K -11,512 -1%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$50.2M +$15.9M +247,176 +35%
Northern Trust
13
Northern Trust
Illinois
$49.5M +$2.35M +36,420 +4%
SAM
14
Silvercrest Asset Management
New York
$49.1M +$3.24M +50,231 +6%
Capital World Investors
15
Capital World Investors
California
$48.7M -$44.4M -687,922 -43%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$45.3M +$4.38M +67,978 +9%
PFM
17
Premier Fund Managers
United Kingdom
$43.8M -$235K -3,643 -0.4%
GKIM
18
GW&K Investment Management
Massachusetts
$40.1M -$782K -12,130 -2%
Handelsbanken Fonder
19
Handelsbanken Fonder
Sweden
$39.6M +$18.4M +285,000 +62%
Citadel Advisors
20
Citadel Advisors
Florida
$33M +$28.8M +446,876 +254%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$32.5M -$3.55M -55,021 -8%
SM
22
Sunriver Management
Connecticut
$31.6M +$38.5M +596,762 New
Invesco
23
Invesco
Georgia
$30.8M -$1.43M -22,191 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$30.2M +$6.99M +108,320 +23%
Charles Schwab
25
Charles Schwab
California
$27.8M -$1.96M -30,410 -5%