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122 hedge funds and large institutions have $636M invested in CBIZ in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $519M → $636M (+$117M)

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.09% less ownership

Funds ownership: 87.66%86.57% (-1.1%)

8% less funds holding

Funds holding: 132122 (-10)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
47
Reduced
46
Closed
14
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$3.84M +$3.39M +279,540 New
Boston Partners
27
Boston Partners
Massachusetts
$3.72M +$88.3K +7,280 +3%
BCM
28
Bridgeway Capital Management
Texas
$3.71M
Charles Schwab
29
Charles Schwab
California
$3.71M +$904K +74,515 +38%
CEI
30
Clark Estates Inc
New York
$3.63M
Morgan Stanley
31
Morgan Stanley
New York
$3.19M +$1.02M +84,289 +57%
Wells Fargo
32
Wells Fargo
California
$3.15M +$137K +11,326 +5%
Allianz Asset Management
33
Allianz Asset Management
Germany
$3.02M +$787K +64,890 +42%
BIM
34
BlackRock Investment Management
Delaware
$2.94M -$27.8K -2,289 -1%
DGHMC
35
Dalton, Greiner, Hartman, Maher & Co
New York
$2.55M +$75.9K +6,261 +3%
MAM
36
Martingale Asset Management
Massachusetts
$2.37M +$137K +11,300 +7%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$2.3M +$17.5K +1,440 +0.9%
PPA
38
Parametric Portfolio Associates
Washington
$2.1M -$328K -27,049 -15%
RHJA
39
Rice Hall James & Associates
California
$2.06M +$1.82M +150,475 New
NFA
40
Nationwide Fund Advisors
Ohio
$2.02M +$106K +8,714 +6%
SAM
41
Shell Asset Management
Netherlands
$1.91M -$14.9K -1,230 -0.9%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.77M +$15.8K +1,306 +1%
TA
43
Teachers Advisors
New York
$1.71M +$289K +23,818 +24%
CAM
44
ClariVest Asset Management
California
$1.65M +$492K +40,605 +51%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$34K -2,800 -3%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.38M -$146K -12,000 -11%
Millennium Management
47
Millennium Management
New York
$1.37M -$1.78M -146,437 -59%
ACM
48
Ativo Capital Management
Illinois
$1.36M
Nordea Investment Management
49
Nordea Investment Management
Sweden
$1.33M +$501K +41,300 +74%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.15M