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163 hedge funds and large institutions have $1.12B invested in CBIZ in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

4% more funds holding

Funds holding: 156163 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.06% less ownership

Funds ownership: 91%89.94% (-1.1%)

5% less capital invested

Capital invested by funds: $1.19B → $1.12B (-$64.3M)

39% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 67

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
67
Closed
7
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$424K +$40.3K +1,698 +10%
DCM
102
Dupont Capital Management
Delaware
$423K -$29.4K -1,240 -6%
Assenagon Asset Management
103
Assenagon Asset Management
Luxembourg
$418K +$52.4K +2,205 +14%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$407K
ELI
105
Empire Life Investments
Ontario, Canada
$400K
ASRS
106
Arizona State Retirement System
Arizona
$357K +$89.4K +3,767 +32%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$337K -$58.5K -2,463 -14%
Truist Financial
108
Truist Financial
North Carolina
$323K +$5.2K +219 +2%
AF
109
Apexium Financial
Texas
$314K
CCT
110
Country Club Trust
Missouri
$312K
Verition Fund Management
111
Verition Fund Management
Connecticut
$307K +$319K +13,439 New
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$303K +$315K +13,270 New
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$289K +$82.6K +3,477 +38%
KAM
114
Karani Asset Management
New York
$286K
PTC
115
Petrus Trust Company
Texas
$273K +$39K +1,641 +16%
ZIM
116
Zacks Investment Management
Illinois
$268K +$278K +11,708 New
CCIA
117
Campbell & Co Investment Adviser
Maryland
$260K +$270K +11,353 New
MPM
118
Meritage Portfolio Management
Kansas
$256K -$18.4K -775 -6%
NCM
119
Next Capital Management
New York
$252K
GAM
120
Gotham Asset Management
New York
$231K +$240K +10,113 New
RC
121
RBF Capital
California
$229K
Mackenzie Financial
122
Mackenzie Financial
Ontario, Canada
$225K -$23.7K -1,000 -9%
SS
123
Simplicity Solutions
Minnesota
$213K +$221K +9,310 New
HighTower Advisors
124
HighTower Advisors
Illinois
$212K -$53.6K -2,257 -20%
VBFP
125
Valtinson Bruner Financial Planning
Minnesota
$209K