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143 hedge funds and large institutions have $1.13B invested in CBIZ in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $880M → $1.13B (+$255M)

8% more funds holding

Funds holding: 133143 (+10)

1.92% more ownership

Funds ownership: 87.65%89.57% (+1.9%)

28% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 54

Holders
143
Holders Change
+10
Holders Change %
+7.52%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
39
Reduced
54
Closed
10
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$46K -$20.2K -1,000 -33%
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$37K
HIIFS
128
Harel Insurance Investments & Financial Services
Israel
$35K +$30.3K +1,500 New
APA
129
American Portfolios Advisors
New York
$29.9K
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$25.9K
SPIA
131
Steward Partners Investment Advisory
New York
$23K +$20.2K +1,000 New
Simplex Trading
132
Simplex Trading
Illinois
$22K +$20.1K +994 New
PIA
133
Piedmont Investment Advisors
North Carolina
$21K +$18.1K +896 New
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$20K +$7.42K +367 +71%
MAM
135
Meeder Asset Management
Ohio
$14.3K +$12.6K +621 New
Federated Hermes
136
Federated Hermes
Pennsylvania
$11K +$1.23K +61 +15%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$8K
SEI Investments
138
SEI Investments
Pennsylvania
$6K -$5.82K -288 -51%
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$6K +$5.26K +260 New
AIM
140
Advantage Investment Management
Iowa
$2K
RCAG
141
Rehmann Capital Advisory Group
Michigan
$1.82K
QI
142
QS Investors
New York
$1K
AAM
143
ACK Asset Management
Connecticut
-$9.4M -515,300 Closed
BIM
144
Bogle Investment Management
Massachusetts
-$1.11M -60,731 Closed
CSS
145
Cubist Systematic Strategies
Connecticut
-$347K -19,026 Closed
Arrowstreet Capital
146
Arrowstreet Capital
Massachusetts
-$305K -16,700 Closed
II
147
Ibex Investors
Colorado
-$298K -16,337 Closed
EMG
148
Ellington Management Group
Connecticut
-$279K -15,300 Closed
TRCT
149
Tower Research Capital (TRC)
New York
-$250K -13,705 Closed
HSBC Holdings
150
HSBC Holdings
United Kingdom
-$246K -13,460 Closed

CBZ Hedge Fund Activity: Q2 2018 in Review

143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2018, worth a combined $1.13B — up 29% from $880M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CBZ positions and 10 closed out — a net gain of 11 holders — while 39 added to existing stakes and 54 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.2M. The largest seller was Polar Asset Management Partners, cutting an estimated $10.9M.

  • 143 institutional investors held CBIZ (CBZ) as of Q2 2018, up from 133 in Q1 2018.
  • Funds reported $1.13B of CBIZ stock for Q2 2018, up 29% quarter-over-quarter.
  • 21 funds opened new CBIZ positions in Q2 2018 and 10 closed out, a net change of +11 holders.
  • The largest CBIZ buyer in Q2 2018 was Fidelity Investments, an estimated $45.2M added.
  • The largest CBIZ seller in Q2 2018 was Polar Asset Management Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2018.