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156 hedge funds and large institutions have $1.19B invested in CBIZ in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.02B → $1.19B (+$169M)

2.79% more ownership

Funds ownership: 88.21%91% (+2.8%)

2% more funds holding

Funds holding: 153156 (+3)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
45
Reduced
60
Closed
17
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2.35M +$82.6K +3,640 +4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$2.27M +$91.8K +4,045 +4%
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.25M +$2.13M +93,815 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$2.03M
CCPM
55
Cooper Creek Partners Management
New York
$1.97M
Invesco
56
Invesco
Georgia
$1.92M -$255K -11,251 -12%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.89M +$170K +7,498 +10%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.84M -$14.2K -625 -0.8%
Allianz Asset Management
59
Allianz Asset Management
Germany
$1.77M -$5.46M -240,482 -76%
Morgan Stanley
60
Morgan Stanley
New York
$1.72M -$2.11M -93,143 -56%
RHJA
61
Rice Hall James & Associates
California
$1.69M +$20.4K +900 +1%
First Trust Advisors
62
First Trust Advisors
Illinois
$1.64M +$912K +40,168 +141%
UBS AM
63
UBS AM
Illinois
$1.62M -$93K -4,096 -6%
AG
64
Aperio Group
California
$1.61M +$225K +9,898 +17%
Deutsche Bank
65
Deutsche Bank
Germany
$1.59M -$1.27M -56,041 -46%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.55M +$17.9K +788 +1%
WCAMG
67
Woodard & Company Asset Management Group
North Carolina
$1.38M -$207K -9,100 -14%
Barclays
68
Barclays
United Kingdom
$1.2M +$281K +12,396 +33%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.17M
Victory Capital Management
70
Victory Capital Management
Texas
$1.14M -$999K -44,000 -48%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$1.13M -$944K -41,598 -47%
PAG
72
Private Advisor Group
New Jersey
$1.11M
SAM
73
Shell Asset Management
Netherlands
$1.07M -$11.8K -520 -1%
AQR Capital Management
74
AQR Capital Management
Connecticut
$1.03M -$611K -26,941 -38%
KCM
75
Kennedy Capital Management
Missouri
$999K +$946K +41,669 New