CBZ icon

CBIZ
CBZ

Overview Fund Activity

141 hedge funds and large institutions have $1.16B invested in CBIZ in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
48
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$38.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.9M
3
EVM
3
Eaton Vance Management
Massachusetts
$13.2M
4
ACM
4
Atlanta Capital Management
Georgia
$10.8M
5
PCP
5
P2 Capital Partners
New York
$70.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$59.3M
3
PFC
3
Phocas Financial Corp
California
$8.61M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$14.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$2.18M 92,807 +27,098 +41%
PAG
52
Private Advisor Group
New Jersey
$2.05M 87,418 -2,675 -3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$2.03M 62,081 – –
CS
54
Credit Suisse
Switzerland
$2.03M 86,359 -9,335 -10%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.96M 83,442 +7,544 +10%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.88M 79,957 +955 +1%
UBS Group
57
UBS Group
Switzerland
$1.78M 75,860 +22,487 +42%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.78M 75,620 – –
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$1.65M 70,328 -27,322 -28%
First Trust Advisors
60
First Trust Advisors
Illinois
$1.56M 66,168 +18,485 +39%
UBS AM
61
UBS AM
Illinois
$1.52M 64,533 +6,507 +11%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.42M 60,523 +38,400 +174%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$1.35M 57,528 +304 +0.5%
AG
64
Aperio Group
California
$1.29M 54,932 -3,708 -6%
Squarepoint
65
Squarepoint
New York
$1.28M 54,383 +11,646 +27%
IA
66
IndexIQ Advisors
New York
$1.24M 52,795 -9,891 -16%
SRAM
67
Stone Ridge Asset Management
New York
$1.2M 51,064 – –
Fidelity International
68
Fidelity International
Bermuda
$1.18M 50,000 +50,000 New
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.16M 49,484 – –
SAM
70
Shell Asset Management
Netherlands
$1.11M 47,147 -415 -0.9%
MERSOM
71
Municipal Employees' Retirement System of Michigan
Michigan
$1.06M 45,020 – –
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$963K 40,975 -13,625 -25%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$925K 39,350 -2,550 -6%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$885K 37,782 +4,838 +15%
SDWMA
75
Schneider Downs Wealth Management Advisors
Pennsylvania
$874K 37,200 – –
1 2
3
4 5