We are live on ! Find out more

141 hedge funds and large institutions have $1.16B invested in CBIZ in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $954M → $1.16B (+$205M)

1.34% more ownership

Funds ownership: 88.71%90.05% (+1.3%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 140141 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
48
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
101
Suntrust Banks
Georgia
$346K -$1.51K -67 -0.5%
Victory Capital Management
102
Victory Capital Management
Texas
$345K +$330K +14,696 New
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$341K -$13.5K -600 -4%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$317K -$87.7K -3,900 -22%
Grantham, Mayo, Van Otterloo & Co (GMO)
105
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$285K -$553K -24,588 -67%
Citadel Advisors
106
Citadel Advisors
Florida
$284K -$93.8K -4,173 -26%
HighTower Advisors
107
HighTower Advisors
Illinois
$273K +$260K +11,574 New
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$267K +$69.4K +3,087 +37%
MPM
109
Meritage Portfolio Management
Kansas
$229K +$219K +9,740 New
KCPG
110
Kavar Capital Partners Group
Kansas
$226K -$26.8K -1,194 -11%
RC
111
RegentAtlantic Capital
New Jersey
$223K +$213K +9,490 New
VBFP
112
Valtinson Bruner Financial Planning
Minnesota
$214K +$203K +9,017 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$192K -$23.6K -1,048 -11%
AIP
114
Ameritas Investment Partners
Nebraska
$106K
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$106K
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$71K
US Bancorp
117
US Bancorp
Minnesota
$67K +$10.3K +456 +19%
QT
118
Quantamental Technologies
New York
$64K -$2.07K -92 -3%
Macquarie Group
119
Macquarie Group
Australia
$39K
FMT
120
First Mercantile Trust
Tennessee
$38K +$36K +1,600 New
AG
121
Advisor Group
Arizona
$32K -$472 -21 -2%
Federated Hermes
122
Federated Hermes
Pennsylvania
$27K +$1.93K +86 +8%
HNB
123
Huntington National Bank
Ohio
$27K +$15K +665 +133%
KTC
124
Kistler-Tiffany Companies
Pennsylvania
$24K
SPIA
125
Steward Partners Investment Advisory
New York
$23K