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CBIZ
CBZ

Overview Fund Activity

161 hedge funds and large institutions have $1.32B invested in CBIZ in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
50
Reduced
61
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$59.2M
2
Deutsche Bank
Deutsche Bank
Germany
$11.6M
3
EVM
Eaton Vance Management
Massachusetts
$25.3M
4
ACM
Atlanta Capital Management
Georgia
$22.3M
5
Morgan Stanley
Morgan Stanley
New York
$11.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$73M
3
PCP
P2 Capital Partners
New York
$75.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
$7.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$11.4M +$6.46M +239,817 +131%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$10.5M -$425K -15,760 -4%
PAM
28
Panagora Asset Management
Massachusetts
$9.97M -$1.41M -52,351 -12%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$9.56M -$1.93M -71,464 -17%
Allianz Asset Management
30
Allianz Asset Management
Germany
$7.8M -$5.35M -198,601 -41%
PFC
31
Phocas Financial Corp
California
$7.71M -$2.16M -80,297 -22%
DGHMC
32
Dalton, Greiner, Hartman, Maher & Co
New York
$7.66M +$335K +12,417 +5%
MAM
33
Martingale Asset Management
Massachusetts
$7.63M +$16.2K +600 +0.2%
Bank of America
34
Bank of America
North Carolina
$7.42M +$1.95M +72,204 +36%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$7.21M -$3.53M -130,737 -33%
GKIM
36
GW&K Investment Management
Massachusetts
$6.8M -$182K -6,765 -3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$6.61M +$2.06M +76,468 +45%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$6.2M +$2.57M +95,426 +71%
Boston Partners
39
Boston Partners
Massachusetts
$5.75M +$53.6K +1,987 +0.9%
PPA
40
Parametric Portfolio Associates
Washington
$5.63M +$1.3M +48,335 +30%
Ameriprise
41
Ameriprise
Minnesota
$4.99M +$323K +11,972 +7%
Fidelity International
42
Fidelity International
Bermuda
$4.6M +$3.25M +120,439 +241%
Bessemer Group
43
Bessemer Group
New Jersey
$3.93M +$10.8K +400 +0.3%
Goldman Sachs
44
Goldman Sachs
New York
$3.51M +$360K +13,337 +11%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$3.42M -$369K -13,702 -10%
Invesco
46
Invesco
Georgia
$2.88M -$170K -6,293 -6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.85M -$1.39M -51,422 -33%
Two Sigma Investments
48
Two Sigma Investments
New York
$2.7M +$2.7M +100,088 New
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.69M +$43.1K +1,600 +2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$2.68M -$735K -27,277 -22%
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