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161 hedge funds and large institutions have $1.32B invested in CBIZ in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$166M)

14% more funds holding

Funds holding: 141161 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 90.05%89.58% (-0.47%)

18% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 61

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
61
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IndexIQ Advisors
New York
$1.08M -$331K -12,720 -24%
Victory Capital Management
77
Victory Capital Management
Texas
$1.07M +$653K +25,111 +171%
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$1M
CWM
79
Chicago Wealth Management
Illinois
$993K +$958K +36,817 New
Russell Investments Group
80
Russell Investments Group
United Kingdom
$986K -$29.1K -1,120 -3%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$943K +$10.2K +393 +1%
Squarepoint
82
Squarepoint
New York
$899K -$547K -21,035 -39%
SO
83
STRS Ohio
Ohio
$889K +$859K +33,000 New
First Trust Advisors
84
First Trust Advisors
Illinois
$888K -$865K -33,240 -50%
AIG
85
American International Group
New York
$866K -$7.03K -270 -0.8%
Jennison Associates
86
Jennison Associates
New York
$853K +$824K +31,655 New
HIM
87
Hillsdale Investment Management
Ontario, Canada
$852K +$822K +31,600 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$820K -$23.8K -914 -3%
GCP
89
GSA Capital Partners
United Kingdom
$812K +$783K +30,104 New
Skandinaviska Enskilda Banken (SEB)
90
Skandinaviska Enskilda Banken (SEB)
Sweden
$774K
Legal & General Group
91
Legal & General Group
United Kingdom
$749K
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$739K +$18.2K +699 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$682K +$343K +13,174 +109%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$680K +$110K +4,209 +20%
KeyBank National Association
95
KeyBank National Association
Ohio
$620K -$26K -1,000 -4%
CCIA
96
Campbell & Co Investment Adviser
Maryland
$569K -$59K -2,267 -10%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$565K +$52.7K +2,025 +11%
MIM
98
MetLife Investment Management
New Jersey
$563K -$91.4K -3,513 -14%
ECM
99
ExodusPoint Capital Management
New York
$555K +$536K +20,604 New
PP
100
Paloma Partners
Connecticut
$540K +$521K +20,033 New