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CBIZ
CBZ

139 hedge funds and large institutions have $738M invested in CBIZ in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

9% more funds holding

Funds holding: 127 → 139 (+12)

0.29% more ownership

Funds ownership: 86.8% → 87.09% (+0.29%)

3% less capital invested

Capital invested by funds: $758M → $738M (-$20M)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
52
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$7.89M
2
PCP
P2 Capital Partners
New York
+$3.21M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$2.82M
4
Morgan Stanley
Morgan Stanley
New York
+$2.46M
5
BAM
Burgundy Asset Management
Ontario, Canada
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.9M
2
Millennium Management
Millennium Management
New York
-$6.78M
3
ZIM
Zacks Investment Management
Illinois
-$2.94M
4
First Manhattan
First Manhattan
New York
-$2.56M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$5.61M +$11.8K +750 +0.2%
TCIM
27
TIAA CREF Investment Management
New York
$5.59M -$977K -62,125 -15%
DGHMC
28
Dalton, Greiner, Hartman, Maher & Co
New York
$5.13M +$2.82M +179,249 +117%
Wells Fargo
29
Wells Fargo
California
$5.1M +$964K +61,315 +23%
Goldman Sachs
30
Goldman Sachs
New York
$4.74M -$461K -29,305 -9%
Morgan Stanley
31
Morgan Stanley
New York
$4.7M +$2.46M +156,199 +105%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$4.29M +$549K +34,895 +14%
Boston Partners
33
Boston Partners
Massachusetts
$4.14M -$110K -6,966 -3%
Deutsche Bank
34
Deutsche Bank
Germany
$3.25M +$1.07M +68,002 +48%
MAM
35
Martingale Asset Management
Massachusetts
$3.16M -$357K -22,700 -10%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$2.92M -$2.75K -175 -0.1%
RHJA
37
Rice Hall James & Associates
California
$2.9M +$775K +49,294 +36%
Allianz Asset Management
38
Allianz Asset Management
Germany
$2.81M +$1.28M +81,190 +81%
PAG
39
Private Advisor Group
New Jersey
$2.04M -$153K -9,753 -7%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.99M -$509K -32,364 -20%
USAA
41
United Services Automobile Association
Texas
$1.98M +$242K +15,405 +14%
SAM
42
Shell Asset Management
Netherlands
$1.97M – – –
Millennium Management
43
Millennium Management
New York
$1.88M -$6.78M -430,918 -78%
TA
44
Teachers Advisors
New York
$1.85M +$43.5K +2,766 +2%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.8M +$58.2K +3,700 +3%
PPA
46
Parametric Portfolio Associates
Washington
$1.72M -$569K -36,174 -25%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$1.62M +$434K +27,600 +36%
IA
48
IndexIQ Advisors
New York
$1.61M +$629K +39,986 +63%
BPM
49
Bowling Portfolio Management
Ohio
$1.55M +$1.58M +100,371 New
ACM
50
Ativo Capital Management
Illinois
$1.48M -$62.7K -3,985 -4%
1
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CBZ Hedge Fund Activity: Q4 2017 in Review

139 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2017, worth a combined $738M — down 2.6% from $758M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CBZ positions and 10 closed out — a net gain of 12 holders — while 52 added to existing stakes and 45 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $7.89M. The largest seller was Fidelity Investments, cutting an estimated $9.9M.

  • 139 institutional investors held CBIZ (CBZ) as of Q4 2017, up from 127 in Q3 2017.
  • Funds reported $738M of CBIZ stock for Q4 2017, down 2.6% quarter-over-quarter.
  • 22 funds opened new CBIZ positions in Q4 2017 and 10 closed out, a net change of +12 holders.
  • The largest CBIZ buyer in Q4 2017 was Polar Asset Management Partners, an estimated $7.89M added.
  • The largest CBIZ seller in Q4 2017 was Fidelity Investments, an estimated $9.9M sold.

Based on aggregated 13F filings for Q4 2017.