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166 hedge funds and large institutions have $1.3B invested in CBIZ in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $1.12B → $1.3B (+$173M)

2% more funds holding

Funds holding: 163166 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.49% less ownership

Funds ownership: 89.94%89.45% (-0.49%)

15% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 60

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.66M

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
51
Reduced
60
Closed
19
Calls
Puts
$2.66M
Net Calls
-$2.66M
Net Calls Change
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$9.39M +$321K +13,033 +4%
GKIM
27
GW&K Investment Management
Massachusetts
$7.84M +$3.39M +137,563 +88%
Morgan Stanley
28
Morgan Stanley
New York
$7.71M +$4.91M +199,712 +221%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$7.67M -$1.83M -74,356 -21%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$7.61M +$569K +23,132 +9%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$7.57M -$106K -4,291 -1%
JP Morgan Chase
32
JP Morgan Chase
New York
$7.44M +$815K +33,136 +13%
Ameriprise
33
Ameriprise
Minnesota
$5.76M +$439K +17,828 +9%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$4.6M -$33.2M -1,348,477 -89%
PPA
35
Parametric Portfolio Associates
Washington
$4.3M +$129K +5,247 +3%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.19M +$155K +6,294 +4%
Goldman Sachs
37
Goldman Sachs
New York
$4.1M +$41.8K +1,698 +1%
Boston Partners
38
Boston Partners
Massachusetts
$3.95M -$69.6K -2,830 -2%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$3.67M +$3.39M +137,770 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$3.12M
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.08M -$2.11M -85,800 -43%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$3.02M -$89.1K -3,620 -3%
Allianz Asset Management
43
Allianz Asset Management
Germany
$2.82M -$1.41M -57,264 -35%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$2.81M -$108K -4,400 -4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.77M +$40.7K +1,653 +2%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$2.65M +$123K +5,005 +5%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M +$1.23K +50 +0.1%
PAM
48
Panagora Asset Management
Massachusetts
$2.59M +$877K +35,644 +58%
Skandinaviska Enskilda Banken (SEB)
49
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.55M +$1.65M +67,200 +234%
RHJA
50
Rice Hall James & Associates
California
$2.23M -$74K -3,008 -3%