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145 hedge funds and large institutions have $989M invested in CBIZ in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

2% more capital invested

Capital invested by funds: $971M → $989M (+$17.5M)

0.17% more ownership

Funds ownership: 88.94%89.11% (+0.17%)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 148145 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
58
Reduced
49
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$2.11M +$102K +5,060 +5%
Marshall Wace
52
Marshall Wace
United Kingdom
$2.07M -$1.14M -56,444 -36%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$2.03M +$1.25M +62,081 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2M -$301K -14,874 -13%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.94M +$62.7K +3,100 +3%
OAM
56
Oxford Asset Management
United Kingdom
$1.89M +$833K +41,187 +79%
Two Sigma Investments
57
Two Sigma Investments
New York
$1.85M +$1.36M +67,519 +280%
RHJA
58
Rice Hall James & Associates
California
$1.83M -$80.2K -3,966 -4%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$1.81M +$1.81M +89,600 New
PAG
60
Private Advisor Group
New Jersey
$1.81M -$1.02M -50,666 -36%
AQR Capital Management
61
AQR Capital Management
Connecticut
$1.69M +$45.4K +2,245 +3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.61M -$79.5K -3,935 -5%
IA
63
IndexIQ Advisors
New York
$1.58M -$748K -36,987 -32%
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.57M -$38.4K -1,900 -2%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.52M -$4.53K -224 -0.3%
AG
66
Aperio Group
California
$1.23M +$72.8K +3,603 +6%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$1.17M +$80.7K +3,993 +7%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$1.12M -$193K -9,548 -15%
Mackenzie Financial
69
Mackenzie Financial
Ontario, Canada
$1.09M
SRAM
70
Stone Ridge Asset Management
New York
$1.06M -$62.4K -3,088 -6%
UBS AM
71
UBS AM
Illinois
$1.05M +$353K +17,474 +51%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$1M -$86.5K -4,279 -8%
KCM
73
Kennedy Capital Management
Missouri
$995K +$994K +49,159 New
SAM
74
Shell Asset Management
Netherlands
$985K -$898K -44,430 -48%
GAM
75
Gotham Asset Management
New York
$916K -$31.6K -1,563 -3%