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CBIZ
CBZ

Overview Fund Activity

166 hedge funds and large institutions have $1.3B invested in CBIZ in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
51
Reduced
60
Closed
19
Calls
–
Puts
$2.66M
Net Calls
-$2.66M
Net Calls Change
-$2.69M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$59.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$46.6M
3
BlackRock
BlackRock
New York
$101M
4
Fidelity International
Fidelity International
Bermuda
$49.6M
5
Morgan Stanley
Morgan Stanley
New York
$7.72M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$27.8M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$107M
5
MAM
Martingale Asset Management
Massachusetts
$651K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$1.03M -$242K -9,078 -19%
Barclays
77
Barclays
United Kingdom
$980K -$146K -5,487 -13%
CWM
78
Chicago Wealth Management
Illinois
$953K -$26.6K -1,000 -3%
Jennison Associates
79
Jennison Associates
New York
$949K -$49.1K -1,846 -5%
HIM
80
Hillsdale Investment Management
Ontario, Canada
$929K -$26.6K -1,000 -3%
Two Sigma Investments
81
Two Sigma Investments
New York
$897K +$897K +33,722 New
Squarepoint
82
Squarepoint
New York
$892K +$892K +33,530 New
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$881K -$89.7K -3,370 -9%
Legal & General Group
84
Legal & General Group
United Kingdom
$831K – – –
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$805K +$29.9K +1,124 +4%
DGHMC
86
Dalton, Greiner, Hartman, Maher & Co
New York
$759K -$2.13M -79,880 -74%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$750K +$170K +6,402 +29%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$745K +$271K +10,166 +57%
MAM
89
Martingale Asset Management
Massachusetts
$651K -$3.03M -113,614 -82%
KCM
90
Kennedy Capital Management
Missouri
$636K -$148K -5,558 -19%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$600K – – –
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$599K -$226K -8,485 -27%
WG
93
Winton Group
United Kingdom
$596K -$1.25M -46,801 -68%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$528K -$23.1K -867 -4%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$512K +$19.5K +734 +4%
MIM
96
MetLife Investment Management
New Jersey
$489K -$112K -4,197 -19%
ELI
97
Empire Life Investments
Ontario, Canada
$488K +$22K +827 +5%
Victory Capital Management
98
Victory Capital Management
Texas
$483K -$393K -14,785 -45%
Citadel Advisors
99
Citadel Advisors
Florida
$449K +$449K +16,890 New
ASRS
100
Arizona State Retirement System
Arizona
$401K -$14.9K -561 -4%
2 3
4
5 6