We are live on ! Find out more

129 hedge funds and large institutions have $719M invested in CBIZ in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

13% more capital invested

Capital invested by funds: $635M → $719M (+$83.7M)

10% more funds holding

Funds holding: 117129 (+12)

1.35% more ownership

Funds ownership: 86.75%88.1% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
52
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$5.2M +$821K +54,786 +19%
Boston Partners
27
Boston Partners
Massachusetts
$4.17M +$5.83K +389 +0.1%
BCM
28
Bridgeway Capital Management
Texas
$4.07M +$10.5K +700 +0.3%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$3.88M -$9.59K -640 -0.2%
Wells Fargo
30
Wells Fargo
California
$3.76M +$319K +21,318 +9%
CEI
31
Clark Estates Inc
New York
$3.5M -$479K -32,000 -12%
Goldman Sachs
32
Goldman Sachs
New York
$3.42M +$2.31M +154,207 +209%
MAM
33
Martingale Asset Management
Massachusetts
$3.23M +$580K +38,700 +22%
Morgan Stanley
34
Morgan Stanley
New York
$3.14M -$155K -10,371 -5%
Millennium Management
35
Millennium Management
New York
$2.82M -$1.09M -72,464 -28%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.75M +$2.74M +183,001 New
Deutsche Bank
37
Deutsche Bank
Germany
$2.62M +$1.71M +114,021 +187%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$2.6M +$947K +63,195 +57%
Two Sigma Investments
39
Two Sigma Investments
New York
$2.28M +$765K +51,095 +51%
PAG
40
Private Advisor Group
New Jersey
$2.19M +$2.22M +148,121 New
PPA
41
Parametric Portfolio Associates
Washington
$2.18M +$248K +16,578 +13%
RHJA
42
Rice Hall James & Associates
California
$2.08M -$115K -7,692 -5%
DGHMC
43
Dalton, Greiner, Hartman, Maher & Co
New York
$1.97M -$830K -55,380 -30%
SAM
44
Shell Asset Management
Netherlands
$1.96M
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$1.73M -$525K -35,020 -23%
TA
46
Teachers Advisors
New York
$1.72M -$55K -3,669 -3%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.71M +$178K +11,900 +12%
Allianz Asset Management
48
Allianz Asset Management
Germany
$1.67M +$767K +51,177 +86%
USAA
49
United Services Automobile Association
Texas
$1.6M +$1.6M +106,637 New
ACM
50
Ativo Capital Management
Illinois
$1.49M