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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.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $954M → $1.16B (+$205M)

1.34% more ownership

Funds ownership: 88.71%90.05% (+1.3%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 140141 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.09%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$2.18M +$609K +27,098 +41%
PAG
52
Private Advisor Group
New Jersey
$2.05M -$60.1K -2,675 -3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$2.03M
CS
54
Credit Suisse
Switzerland
$2.03M -$210K -9,335 -10%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.96M +$170K +7,544 +10%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.88M +$21.5K +955 +1%
UBS Group
57
UBS Group
Switzerland
$1.78M +$506K +22,487 +42%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.78M
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$1.65M -$614K -27,322 -28%
First Trust Advisors
60
First Trust Advisors
Illinois
$1.55M +$416K +18,485 +39%
UBS AM
61
UBS AM
Illinois
$1.52M +$146K +6,507 +11%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.42M +$863K +38,400 +174%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$1.35M +$6.83K +304 +0.5%
AG
64
Aperio Group
California
$1.29M -$83.4K -3,708 -6%
Squarepoint
65
Squarepoint
New York
$1.28M +$262K +11,646 +27%
IA
66
IndexIQ Advisors
New York
$1.24M -$222K -9,891 -16%
SRAM
67
Stone Ridge Asset Management
New York
$1.2M
Fidelity International
68
Fidelity International
Bermuda
$1.18M +$1.12M +50,000 New
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.16M
SAM
70
Shell Asset Management
Netherlands
$1.11M -$9.33K -415 -0.9%
MERSOM
71
Municipal Employees' Retirement System of Michigan
Michigan
$1.06M
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$963K -$306K -13,625 -25%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$925K -$57.3K -2,550 -6%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$885K +$109K +4,838 +15%
SDWMA
75
Schneider Downs Wealth Management Advisors
Pennsylvania
$874K