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127 hedge funds and large institutions have $758M invested in CBIZ in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $719M → $758M (+$39.4M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1.3% less ownership

Funds ownership: 88.1%86.8% (-1.3%)

2% less funds holding

Funds holding: 129127 (-2)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
63
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$226K +$24.2K +1,603 +13%
Ameriprise
102
Ameriprise
Minnesota
$205K -$18.8K -1,250 -9%
TSS
103
Two Sigma Securities
New York
$198K -$33.2K -2,202 -15%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$192K +$20K +1,324 +13%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$115K -$38.9K -2,583 -27%
KTC
106
Kistler-Tiffany Companies
Pennsylvania
$81K
TRCT
107
Tower Research Capital (TRC)
New York
$77K +$71.7K +4,754 New
JP Morgan Chase
108
JP Morgan Chase
New York
$76K -$151K -10,016 -69%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$76K -$7.1K -471 -9%
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$73K +$1.51K +100 +2%
AIP
111
Ameritas Investment Partners
Nebraska
$68K
Canada Life
112
Canada Life
Manitoba, Canada
$67K
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$65K
Barclays
114
Barclays
United Kingdom
$42K +$15.1K +1,002 +63%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$34K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$26K +$17.3K +1,150 +258%
PFC
117
Phocas Financial Corp
California
$15K +$304K +20,195 +2%
MA
118
MUFG Americas
New York
$9K +$8.5K +564 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$8K +$7.79K +517 New
Federated Hermes
120
Federated Hermes
Pennsylvania
$6K -$377 -25 -6%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$6K +$3.32K +220 +164%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$5K +$678 +45 +15%
SEI Investments
123
SEI Investments
Pennsylvania
$3K
AIM
124
Advantage Investment Management
Iowa
$1K
QI
125
QS Investors
New York
$1K