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120 hedge funds and large institutions have $476M invested in CBIZ in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $423M → $476M (+$52.5M)

6.3% more ownership

Funds ownership: 98.08%104.39% (+6.3%)

2% more funds holding

Funds holding: 118120 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

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

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
44
Reduced
35
Closed
13
Calls
Puts
$54K
Net Calls
-$54K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$3.16M -$405K -45,093 -12%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$3.13M -$1.27M -141,822 -29%
PFC
28
Phocas Financial Corp
California
$2.66M +$2.6M +289,909 New
Renaissance Technologies
29
Renaissance Technologies
New York
$2.59M -$1.55M -172,290 -38%
BCM
30
Bridgeway Capital Management
Texas
$2.17M
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.05M +$23.9K +2,662 +1%
Wells Fargo
32
Wells Fargo
California
$2.03M -$486K -54,151 -20%
SAM
33
Shell Asset Management
Netherlands
$2.03M +$1.99M +221,373 New
DIA
34
Dean Investment Associates
Ohio
$2.01M
PPA
35
Parametric Portfolio Associates
Washington
$2.01M +$397K +44,199 +25%
AAM
36
ACK Asset Management
Connecticut
$1.83M +$1.8M +200,102 New
Boston Partners
37
Boston Partners
Massachusetts
$1.76M +$14.6K +1,630 +0.9%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.7M -$180K -20,020 -10%
Invesco
39
Invesco
Georgia
$1.58M +$716K +79,821 +86%
TCIM
40
TIAA CREF Investment Management
New York
$1.57M -$52.8K -5,880 -3%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.38M -$38.1K -4,246 -3%
BIM
42
BlackRock Investment Management
Delaware
$1.12M +$15K +1,671 +1%
FP
43
Foundry Partners
Minnesota
$964K -$40.4K -4,501 -4%
Axa
44
Axa
France
$944K +$798K +88,900 +626%
Bank of America
45
Bank of America
North Carolina
$876K -$52.7K -5,874 -6%
LPL Financial
46
LPL Financial
California
$870K +$852K +94,938 New
Charles Schwab
47
Charles Schwab
California
$802K +$23.7K +2,640 +3%
CS
48
Credit Suisse
Switzerland
$675K -$416K -46,310 -39%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$592K
BMCMI
50
Bryn Mawr Capital Management Inc
Pennsylvania
$559K +$321K +35,742 +141%