CBZ icon

CBIZ
CBZ

Overview Fund Activity

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.

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.1%
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
–

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$38.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.9M
3
EVM
3
Eaton Vance Management
Massachusetts
$13.2M
4
ACM
4
Atlanta Capital Management
Georgia
$10.8M
5
PCP
5
P2 Capital Partners
New York
$70.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$59.3M
3
PFC
3
Phocas Financial Corp
California
$8.61M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$14.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
101
Suntrust Banks
Georgia
$346K 14,689 -67 -0.5%
Victory Capital Management
102
Victory Capital Management
Texas
$345K 14,696 +14,696 New
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$341K 14,490 -600 -4%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$317K 13,500 -3,900 -22%
Grantham, Mayo, Van Otterloo & Co (GMO)
105
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$285K 12,112 -24,588 -67%
Citadel Advisors
106
Citadel Advisors
Florida
$284K 12,064 -4,173 -26%
HighTower Advisors
107
HighTower Advisors
Illinois
$273K 11,574 +11,574 New
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$267K 11,342 +3,087 +37%
MPM
109
Meritage Portfolio Management
Kansas
$229K 9,740 +9,740 New
KCPG
110
Kavar Capital Partners Group
Kansas
$226K 9,604 -1,194 -11%
RC
111
RegentAtlantic Capital
New Jersey
$223K 9,490 +9,490 New
VBFP
112
Valtinson Bruner Financial Planning
Minnesota
$214K 9,017 +9,017 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$192K 8,188 -1,048 -11%
AIP
114
Ameritas Investment Partners
Nebraska
$106K 4,490 – –
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$106K 4,500 – –
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$71K 3,021 – –
US Bancorp
117
US Bancorp
Minnesota
$67K 2,869 +456 +19%
QT
118
Quantamental Technologies
New York
$64K 2,708 -92 -3%
Macquarie Group
119
Macquarie Group
Australia
$39K 1,679 – –
FMT
120
First Mercantile Trust
Tennessee
$38K 1,600 +1,600 New
AG
121
Advisor Group
Arizona
$32K 1,342 -21 -2%
Federated Hermes
122
Federated Hermes
Pennsylvania
$27K 1,133 +86 +8%
HNB
123
Huntington National Bank
Ohio
$27K 1,166 +665 +133%
KTC
124
Kistler-Tiffany Companies
Pennsylvania
$24K 1,000 – –
SPIA
125
Steward Partners Investment Advisory
New York
$23K 1,000 – –
3 4
5
6 7