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118 hedge funds and large institutions have $423M invested in CBIZ in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $305M → $423M (+$118M)

17.47% more ownership

Funds ownership: 80.61%98.08% (+17%)

16% more funds holding

Funds holding: 102118 (+16)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $54K

Holders
118
Holders Change
+16
Holders Change %
+15.69%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
28
Reduced
43
Closed
9
Calls
Puts
$54K
Net Calls
-$54K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$3.56M -$556K -66,018 -14%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$3.34M +$126K +14,981 +4%
Wells Fargo
28
Wells Fargo
California
$2.52M -$172K -20,368 -7%
MCM
29
McKinley Capital Management
Alaska
$2.33M +$2.15M +254,941 New
BCM
30
Bridgeway Capital Management
Texas
$2.16M -$1.07M -127,350 -35%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.02M +$35K +4,148 +2%
DIA
32
Dean Investment Associates
Ohio
$2M -$6.21K -737 -0.3%
SFM
33
Systematic Financial Management
New Jersey
$1.95M +$1.8M +213,615 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.87M -$64K -7,590 -4%
Boston Partners
35
Boston Partners
Massachusetts
$1.74M -$15.4K -1,825 -0.9%
TCIM
36
TIAA CREF Investment Management
New York
$1.61M -$110K -13,000 -7%
PPA
37
Parametric Portfolio Associates
Washington
$1.6M +$364K +43,186 +33%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.41M -$640K -75,901 -33%
BIM
39
BlackRock Investment Management
Delaware
$1.1M -$97.6K -11,578 -9%
CS
40
Credit Suisse
Switzerland
$1.09M +$396K +47,005 +64%
FP
41
Foundry Partners
Minnesota
$1M +$925K +109,687 New
Bank of America
42
Bank of America
North Carolina
$925K +$734K +87,077 +605%
Invesco
43
Invesco
Georgia
$843K +$192K +22,729 +33%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$838K +$213K +25,313 +38%
Morgan Stanley
45
Morgan Stanley
New York
$816K +$432K +51,244 +134%
Charles Schwab
46
Charles Schwab
California
$774K +$26.7K +3,168 +4%
SIM
47
Spark Investment Management
New York
$601K
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$589K -$32.9K -3,900 -6%
ACM
49
Ativo Capital Management
Illinois
$501K +$463K +54,945 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$500K -$37.9K -4,500 -8%