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122 hedge funds and large institutions have $636M invested in CBIZ in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $519M → $636M (+$117M)

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.09% less ownership

Funds ownership: 87.66%86.57% (-1.1%)

8% less funds holding

Funds holding: 132122 (-10)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
47
Reduced
46
Closed
14
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
76
Advocacy Wealth Management Services
Georgia
$548K
AG
77
Aperio Group
California
$539K +$40.9K +3,372 +9%
American Century Companies
78
American Century Companies
Missouri
$532K +$471K +38,868 New
OAM
79
Oxford Asset Management
United Kingdom
$523K -$558K -45,989 -55%
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$509K -$3.27K -270 -0.7%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$488K +$24.9K +2,057 +6%
UBS Group
82
UBS Group
Switzerland
$481K +$112K +9,197 +36%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$474K +$3.06K +252 +0.7%
SGI
84
Summit Global Investments
Utah
$467K +$414K +34,100 New
Barclays
85
Barclays
United Kingdom
$462K -$30K -2,476 -7%
AQR Capital Management
86
AQR Capital Management
Connecticut
$400K -$211K -17,413 -37%
AIG
87
American International Group
New York
$389K -$897 -74 -0.3%
BA
88
BlackRock Advisors
Delaware
$377K -$10K -828 -3%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$362K
CSS
90
Cubist Systematic Strategies
Connecticut
$342K -$56K -4,618 -16%
GCP
91
GSA Capital Partners
United Kingdom
$324K -$114K -9,379 -28%
PP
92
PDT Partners
New York
$294K +$994 +82 +0.4%
CCT
93
Country Club Trust
Missouri
$290K -$12.2K -1,010 -5%
UBS AM
94
UBS AM
Illinois
$266K -$138K -11,400 -37%
BG
95
BlackRock Group
United Kingdom
$260K +$25.7K +2,120 +13%
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$259K +$14.9K +1,229 +7%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$236K +$76.4K +6,300 +58%
Brown Advisory
98
Brown Advisory
Maryland
$219K -$1.82K -150 -0.9%
BlackRock
99
BlackRock
New York
$188K -$21.1K -1,743 -11%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$186K -$72.4K -5,974 -31%