CBZ icon

CBIZ
CBZ

Overview Fund Activity

153 hedge funds and large institutions have $1.02B invested in CBIZ in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
48
Reduced
60
Closed
25
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$29.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$26.3M
3
ACM
Atlanta Capital Management
Georgia
$24.3M
4
EVM
Eaton Vance Management
Massachusetts
$25.5M
5
PCP
P2 Capital Partners
New York
$62.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$89.5M
2
BAM
Burgundy Asset Management
Ontario, Canada
$35.4M
3
Deutsche Bank
Deutsche Bank
Germany
$2.57M
4
Morgan Stanley
Morgan Stanley
New York
$3.45M
5
PFC
Phocas Financial Corp
California
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$423K -$150K -7,186 -26%
Citigroup
102
Citigroup
New York
$408K +$94K +4,490 +30%
Lazard Asset Management
103
Lazard Asset Management
New York
$382K +$382K +18,295 New
ELI
104
Empire Life Investments
Ontario, Canada
$367K -$1.88K -90 -0.5%
AW
105
Alpha Windward
Massachusetts
$359K -$21.3K -1,020 -6%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$349K -$90.1K -4,302 -21%
Capital Fund Management (CFM)
107
Capital Fund Management (CFM)
France
$348K +$35.9K +1,713 +11%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$329K +$329K +15,706 New
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$317K -$28.1K -1,342 -8%
AF
110
Apexium Financial
Texas
$287K – – –
CCT
111
Country Club Trust
Missouri
$284K -$18.4K -885 -6%
Truist Financial
112
Truist Financial
North Carolina
$283K -$32.2K -1,539 -10%
KAM
113
Karani Asset Management
New York
$262K – – –
SG Americas Securities
114
SG Americas Securities
New York
$258K +$2.07K +99 +0.8%
ASRS
115
Arizona State Retirement System
Arizona
$256K +$256K +12,246 New
DA
116
Denali Advisors
California
$255K +$255K +12,200 New
HighTower Advisors
117
HighTower Advisors
Illinois
$244K +$23.7K +1,130 +11%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$227K – – –
AC
119
Aristides Capital
Kentucky
$222K -$126K -6,015 -36%
RC
120
RBF Capital
California
$209K +$209K +10,000 New
VBFP
121
Valtinson Bruner Financial Planning
Minnesota
$204K – – –
IA
122
IndexIQ Advisors
New York
$188K -$651K -31,098 -78%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$164K -$8.99K -427 -5%
GT
124
Glenmede Trust
Pennsylvania
$143K – – –
US Bancorp
125
US Bancorp
Minnesota
$125K -$2.89K -138 -2%
3 4
5
6 7