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CBIZ
CBZ

Overview Fund Activity

104 hedge funds and large institutions have $414M invested in CBIZ in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFC
1
Phocas Financial Corp
California
$5.84M
2
BFA
2
BlackRock Fund Advisors
California
$9.72M
3
SAM
3
Skyline Asset Management
Illinois
$25.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$41M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$717K
2
SFM
2
Systematic Financial Management
New Jersey
$0
3
LCP
3
Lombardia Capital Partners
California
$29M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.26M
5
BCM
5
Bridgeway Capital Management
Texas
$928K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
76
Zacks Investment Management
Illinois
$151K +$151K +17,688 New
Millennium Management
77
Millennium Management
New York
$139K -$71.6K -8,342 -34%
BGA
78
Belmont Global Advisors
Texas
$128K – – –
AQR Capital Management
79
AQR Capital Management
Connecticut
$127K – – –
FWM
80
Frontier Wealth Management
Missouri
$116K +$116K +13,498 New
Two Sigma Investments
81
Two Sigma Investments
New York
$105K +$105K +12,255 New
B
82
Barings
North Carolina
$104K – – –
Ameriprise
83
Ameriprise
Minnesota
$99K +$33.5K +3,900 +51%
Canada Life
84
Canada Life
Manitoba, Canada
$95K – – –
Two Sigma Advisers
85
Two Sigma Advisers
New York
$91K +$91K +10,623 New
KBC Group
86
KBC Group
Belgium
$91K +$91K +10,636 New
Principal Financial Group
87
Principal Financial Group
Iowa
$88K -$22.6K -2,644 -20%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$87K +$87K +10,129 New
US Bancorp
89
US Bancorp
Minnesota
$76K +$3.6K +421 +5%
Legal & General Group
90
Legal & General Group
United Kingdom
$68K – – –
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$65K -$40.2K -4,676 -38%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$44K +$44K +5,127 New
UBS Group
93
UBS Group
Switzerland
$44K +$44K +5,147 New
KTC
94
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
RNS
95
Robert N. Shapiro
$29K – – –
PCM
96
Prelude Capital Management
New York
$23K +$23K +2,643 New
Creative Planning
97
Creative Planning
Kansas
$20K -$8.43K -1,000 -30%
Barclays
98
Barclays
United Kingdom
$19K +$7.26K +903 +62%
BCI
99
Brinker Capital Investments
Pennsylvania
$13K – – –
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$11K -$2.25K -270 -17%
1 2 3
4
5