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CBIZ
CBZ

Overview Fund Activity

153 hedge funds and large institutions have $1.02B invested in CBIZ in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 25 closing their positions.

Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
48
Reduced
60
Closed
25
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$29.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$26.3M
3
ACM
3
Atlanta Capital Management
Georgia
$24.3M
4
EVM
4
Eaton Vance Management
Massachusetts
$25.5M
5
PCP
5
P2 Capital Partners
New York
$62.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$89.5M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$35.4M
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.57M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.45M
5
PFC
5
Phocas Financial Corp
California
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$792K 37,833 -18,200 -32%
Citadel Advisors
77
Citadel Advisors
Florida
$781K 37,300 -48,722 -57%
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$778K 37,200 – –
CWM
79
Chicago Wealth Management
Illinois
$770K 36,817 – –
SRAM
80
Stone Ridge Asset Management
New York
$754K 36,064 -15,000 -29%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$739K 35,323 +334 +1%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$700K 33,592 -3,070 -8%
Legal & General Group
83
Legal & General Group
United Kingdom
$690K 32,986 +5,174 +19%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$675K 32,286 +1,856 +6%
Jennison Associates
85
Jennison Associates
New York
$670K 32,007 +352 +1%
3C
86
361 Capital
Colorado
$663K 31,707 +31,707 New
HIM
87
Hillsdale Investment Management
Ontario, Canada
$661K 31,600 – –
SO
88
STRS Ohio
Ohio
$635K 30,400 -2,600 -8%
AIG
89
American International Group
New York
$635K 30,376 -1,755 -5%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$633K 30,361 +16,110 +113%
Skandinaviska Enskilda Banken (SEB)
91
Skandinaviska Enskilda Banken (SEB)
Sweden
$600K 28,700 – –
First Trust Advisors
92
First Trust Advisors
Illinois
$594K 28,403 -4,525 -14%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$545K 26,065 +844 +3%
GCP
94
GSA Capital Partners
United Kingdom
$497K 23,756 -6,348 -21%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$497K 23,782 +23,782 New
EGM
96
Engineers Gate Manager
New York
$489K 23,361 +23,361 New
KeyBank National Association
97
KeyBank National Association
Ohio
$481K 23,000 – –
AIM
98
Aigen Investment Management
New York
$467K 22,326 +6,743 +43%
DCM
99
Dupont Capital Management
Delaware
$450K 21,519 +21,519 New
MIM
100
MetLife Investment Management
New Jersey
$437K 20,874 – –
2 3
4
5 6