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148 hedge funds and large institutions have $971M invested in CBIZ in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.67% less ownership

Funds ownership: 89.61%88.94% (-0.67%)

3% less funds holding

Funds holding: 153148 (-5)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

17% less capital invested

Capital invested by funds: $1.17B → $971M (-$201M)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
51
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$6.04M -$918K -42,966 -12%
BCM
27
Bridgeway Capital Management
Texas
$5.36M -$1.93M -90,327 -25%
PAM
28
Panagora Asset Management
Massachusetts
$5.1M +$2M +93,790 +57%
Morgan Stanley
29
Morgan Stanley
New York
$5.05M -$26.1K -1,221 -0.5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$4.77M -$5.64K -264 -0.1%
MAM
31
Martingale Asset Management
Massachusetts
$4.53M +$718K +33,600 +17%
DGHMC
32
Dalton, Greiner, Hartman, Maher & Co
New York
$4.48M -$433K -20,267 -8%
CAM
33
ClariVest Asset Management
California
$4.38M -$2.65M -123,984 -36%
Boston Partners
34
Boston Partners
Massachusetts
$4.33M +$91.8K +4,294 +2%
USAA
35
United Services Automobile Association
Texas
$4.23M -$1.18M -55,034 -20%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$3.99M -$2.56M -119,814 -37%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$3.83M +$3.77M +176,297 +983%
UBS Group
38
UBS Group
Switzerland
$3.79M -$293K -13,692 -7%
HAI
39
Hennessy Advisors Inc
California
$3.57M -$421K -19,700 -10%
Bank of America
40
Bank of America
North Carolina
$3.47M -$1.51M -70,823 -29%
First Trust Advisors
41
First Trust Advisors
Illinois
$3.21M +$3.48M +162,788 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$3.18M -$141K -6,600 -4%
Marshall Wace
43
Marshall Wace
United Kingdom
$3.12M +$3.39M +158,560 New
Invesco
44
Invesco
Georgia
$2.87M -$500K -23,377 -14%
PAG
45
Private Advisor Group
New Jersey
$2.76M +$93.4K +4,369 +3%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.71M +$2.92M +136,488 +15,616%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.56M -$40.9K -1,915 -1%
PPA
48
Parametric Portfolio Associates
Washington
$2.55M -$586K -27,418 -17%
Ameriprise
49
Ameriprise
Minnesota
$2.47M +$2.47M +115,548 +1,185%
IA
50
IndexIQ Advisors
New York
$2.27M -$201K -9,401 -8%