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CBIZ
CBZ

Overview Fund Activity

153 hedge funds and large institutions have $1.02B invested in CBIZ in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
48
Reduced
60
Closed
25
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$29.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$26.3M
3
ACM
Atlanta Capital Management
Georgia
$24.3M
4
EVM
Eaton Vance Management
Massachusetts
$25.5M
5
PCP
P2 Capital Partners
New York
$62.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$89.5M
2
BAM
Burgundy Asset Management
Ontario, Canada
$35.4M
3
Deutsche Bank
Deutsche Bank
Germany
$2.57M
4
Morgan Stanley
Morgan Stanley
New York
$3.45M
5
PFC
Phocas Financial Corp
California
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$2.15M -$63.6K -3,040 -3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.12M +$33.5K +1,600 +2%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.07M +$756K +36,124 +57%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$2.03M – – –
UBS Group
55
UBS Group
Switzerland
$1.98M -$92K -4,396 -4%
Victory Capital Management
56
Victory Capital Management
Texas
$1.92M +$1.08M +51,773 +130%
Invesco
57
Invesco
Georgia
$1.91M -$323K -15,430 -14%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.89M +$116K +5,567 +7%
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$1.85M +$749K +35,796 +68%
CS
60
Credit Suisse
Switzerland
$1.76M +$153K +7,331 +10%
CCPM
61
Cooper Creek Partners Management
New York
$1.72M +$1.72M +81,998 New
WG
62
Winton Group
United Kingdom
$1.71M -$160K -7,635 -9%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.62M -$18.3K -874 -1%
UBS AM
64
UBS AM
Illinois
$1.5M +$192K +9,201 +15%
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.49M -$58.6K -2,800 -4%
AQR Capital Management
66
AQR Capital Management
Connecticut
$1.47M -$612K -29,279 -29%
RHJA
67
Rice Hall James & Associates
California
$1.45M -$29.6K -1,417 -2%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$1.33M +$87.9K +4,202 +7%
AG
69
Aperio Group
California
$1.2M +$74.5K +3,560 +7%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.02M – – –
PAG
71
Private Advisor Group
New Jersey
$971K -$858K -41,000 -47%
SAM
72
Shell Asset Management
Netherlands
$948K -$14.4K -689 -1%
MERSOM
73
Municipal Employees' Retirement System of Michigan
Michigan
$942K – – –
Two Sigma Investments
74
Two Sigma Investments
New York
$935K -$1.16M -55,392 -55%
ZIM
75
Zacks Investment Management
Illinois
$916K +$916K +43,767 New
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