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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.45M – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.37M +$83.4K +5,300 +6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.37M +$37.7K +2,400 +3%
Invesco
54
Invesco
Georgia
$1.36M +$43.5K +2,767 +3%
PAM
55
Panagora Asset Management
Massachusetts
$1.25M +$897K +57,016 +236%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.25M -$14.1K -898 -1%
OAM
57
Oxford Asset Management
United Kingdom
$1.21M -$282K -17,905 -19%
Bessemer Group
58
Bessemer Group
New Jersey
$1.13M -$377K -23,958 -25%
FCAG
59
First Capital Advisors Group
New Jersey
$1.08M -$14.5K -925 -1%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$903K -$157K -9,994 -15%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$779K +$25.2K +1,600 +3%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$769K – – –
SRAM
63
Stone Ridge Asset Management
New York
$744K +$757K +48,149 New
AG
64
Aperio Group
California
$743K +$104K +6,582 +16%
RA
65
Royce & Associates
New York
$726K – – –
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$718K -$73.1K -4,647 -9%
CS
67
Credit Suisse
Switzerland
$716K -$265K -16,863 -27%
MERSOM
68
Municipal Employees' Retirement System of Michigan
Michigan
$709K – – –
KCM
69
Kennedy Capital Management
Missouri
$682K +$694K +44,157 New
Connor, Clark & Lunn Investment Management (CC&L)
70
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$679K -$37.7K -2,400 -5%
AQR Capital Management
71
AQR Capital Management
Connecticut
$649K +$46.1K +2,934 +8%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$619K – – –
Citigroup
73
Citigroup
New York
$610K +$259K +16,437 +71%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$601K -$4.59K -292 -0.7%
UBS Group
75
UBS Group
Switzerland
$582K -$5.95K -378 -1%
1 2
3
4 5

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.