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153 hedge funds and large institutions have $1.17B invested in CBIZ in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more call options, than puts

Call options by funds: $37K | Put options by funds: $2K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

7% more funds holding

Funds holding: 143153 (+10)

3% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$37.3M)

0.04% more ownership

Funds ownership: 89.57%89.61% (+0.04%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
57
Reduced
45
Closed
11
Calls
$37K
Puts
$2K
Net Calls
+$35K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$420K +$37.1K +1,603 +10%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$405K
Squarepoint
103
Squarepoint
New York
$400K +$141K +6,082 +56%
CCT
104
Country Club Trust
Missouri
$399K -$26.3K -1,135 -6%
SEI Investments
105
SEI Investments
Pennsylvania
$394K +$378K +16,327 +5,894%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366K -$15K -647 -4%
CCIA
107
Campbell & Co Investment Adviser
Maryland
$354K +$346K +14,947 New
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$348K +$340K +14,700 New
JG
109
Jefferies Group
New York
$290K +$283K +12,229 New
KCPG
110
Kavar Capital Partners Group
Kansas
$280K +$75.3K +3,251 +38%
MC
111
Menta Capital
California
$269K +$263K +11,367 New
VWA
112
V Wealth Advisors
Kansas
$263K
Principal Financial Group
113
Principal Financial Group
Iowa
$249K +$3.47K +150 +1%
LPL Financial
114
LPL Financial
California
$247K
Ameriprise
115
Ameriprise
Minnesota
$231K -$24.5K -1,060 -10%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$226K -$272K -11,727 -55%
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$225K +$220K +9,500 New
FQ
118
First Quadrant
California
$221K +$216K +9,322 New
CI
119
Cigna Investments
Connecticut
$220K +$229K +9,896 New
ET
120
Equitable Trust
Tennessee
$212K -$291K -12,560 -58%
RQS
121
Ramsey Quantitative Systems
Kentucky
$210K +$57.1K +2,467 +39%
EMG
122
Ellington Management Group
Connecticut
$201K +$197K +8,500 New
AWMS
123
Advocacy Wealth Management Services
Georgia
$118K
Macquarie Group
124
Macquarie Group
Australia
$108K -$125K -5,401 -54%
New York State Teachers Retirement System (NYSTRS)
125
New York State Teachers Retirement System (NYSTRS)
New York
$107K