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120 hedge funds and large institutions have $476M invested in CBIZ in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $423M → $476M (+$52.5M)

6.3% more ownership

Funds ownership: 98.08%104.39% (+6.3%)

2% more funds holding

Funds holding: 118120 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $54K

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
44
Reduced
35
Closed
13
Calls
Puts
$54K
Net Calls
-$54K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
76
Zacks Investment Management
Illinois
$260K +$255K +28,411 New
CCT
77
Country Club Trust
Missouri
$259K -$6.96K -775 -3%
OAM
78
Oxford Asset Management
United Kingdom
$253K +$248K +27,605 New
Citigroup
79
Citigroup
New York
$241K -$56.4K -6,282 -19%
BA
80
BlackRock Advisors
Delaware
$226K +$11.5K +1,284 +5%
GMIM
81
General Motors Investment Management
New York
$225K -$20.7K -2,301 -9%
AIG
82
American International Group
New York
$222K +$5.23K +583 +2%
Prudential Financial
83
Prudential Financial
New Jersey
$222K +$218K +24,272 New
Brown Advisory
84
Brown Advisory
Maryland
$210K
B
85
Barings
North Carolina
$169K
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$164K +$5.48K +611 +4%
M&T Bank
87
M&T Bank
New York
$160K
KBC Group
88
KBC Group
Belgium
$148K +$145K +16,155 New
MAA
89
Managed Account Advisors
New Jersey
$147K +$3.53K +393 +3%
Principal Financial Group
90
Principal Financial Group
Iowa
$144K -$2.89K -322 -2%
BGA
91
Belmont Global Advisors
Texas
$137K
AQR Capital Management
92
AQR Capital Management
Connecticut
$136K +$6.4K +713 +5%
DCM
93
Dean Capital Management
Kansas
$131K
US Bancorp
94
US Bancorp
Minnesota
$130K +$1.46K +163 +1%
CBOA
95
Commonwealth Bank of Australia
Australia
$130K +$128K +14,235 New
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$117K +$20.9K +2,326 +22%
Stifel Financial
97
Stifel Financial
Missouri
$109K +$107K +11,916 New
KCM
98
Kennedy Capital Management
Missouri
$108K
Ameriprise
99
Ameriprise
Minnesota
$70K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$48K -$781 -87 -2%