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168 hedge funds and large institutions have $1.56B invested in CBIZ in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $1.3B → $1.56B (+$261M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 166168 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 89.45%89.27% (-0.18%)

36% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 70

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
45
Reduced
70
Closed
17
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.85M +$1.08M +36,836 +73%
RHJA
52
Rice Hall James & Associates
California
$2.73M -$3.09K -105 -0.1%
CCPM
53
Cooper Creek Partners Management
New York
$2.68M
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.51M
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.44M -$52.3K -1,777 -2%
UBS Group
56
UBS Group
Switzerland
$2.43M -$20.6K -700 -0.9%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$2.4M -$212K -7,200 -9%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$2.35M -$224K -7,594 -10%
Lazard Asset Management
59
Lazard Asset Management
New York
$2.31M +$1.67M +56,678 +400%
Victory Capital Management
60
Victory Capital Management
Texas
$2.11M +$1.37M +46,405 +256%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2.03M
UBS AM
62
UBS AM
Illinois
$1.93M -$131K -4,431 -7%
WCAMG
63
Woodard & Company Asset Management Group
North Carolina
$1.88M
Deutsche Bank
64
Deutsche Bank
Germany
$1.87M +$124K +4,216 +8%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.82M -$412K -13,981 -20%
Barclays
66
Barclays
United Kingdom
$1.61M +$365K +12,377 +34%
SIA
67
SkyView Investment Advisors
New Jersey
$1.58M -$103K -3,500 -7%
Skandinaviska Enskilda Banken (SEB)
68
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.57M -$1.4M -47,700 -50%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$1.54M +$1.05M +35,576 +308%
PAG
70
Private Advisor Group
New Jersey
$1.51M -$32K -1,087 -2%
SAM
71
Shell Asset Management
Netherlands
$1.46M -$7.66K -260 -0.6%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$1.22M -$132K -4,492 -11%
CS
73
Credit Suisse
Switzerland
$1.21M -$516K -17,522 -32%
Jennison Associates
74
Jennison Associates
New York
$1.12M -$43K -1,461 -4%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$1.11M -$145K -4,916 -13%