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161 hedge funds and large institutions have $1.32B invested in CBIZ in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$166M)

14% more funds holding

Funds holding: 141161 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 90.05%89.58% (-0.47%)

18% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 61

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
61
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$221K -$81.4K -3,127 -28%
Luther King Capital Management (LKCM)
127
Luther King Capital Management (LKCM)
Texas
$212K +$204K +7,850 New
KCPG
128
Kavar Capital Partners Group
Kansas
$205K -$52K -2,000 -21%
SM
129
Sciencast Management
New Jersey
$200K +$191K +7,343 New
QT
130
Quantbot Technologies
New York
$191K +$166K +6,365 +874%
MWNA
131
Marshall Wace North America
New York
$172K +$166K +6,393 New
US Bancorp
132
US Bancorp
Minnesota
$165K +$84.1K +3,233 +113%
GT
133
Glenmede Trust
Pennsylvania
$143K +$61.8K +2,376 +80%
MAM
134
Meeder Asset Management
Ohio
$141K +$136K +5,231 New
AIP
135
Ameritas Investment Partners
Nebraska
$121K
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$121K
Canada Life
137
Canada Life
Manitoba, Canada
$95K +$92.3K +3,548 New
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$81K
BBHC
139
Brown Brothers Harriman & Co
New York
$53K +$41.5K +1,595 +441%
TRCT
140
Tower Research Capital (TRC)
New York
$52K +$47.9K +1,841 +2,557%
HNB
141
Huntington National Bank
Ohio
$48K +$15.6K +600 +51%
AG
142
Advisor Group
Arizona
$30K -$5.52K -212 -16%
Federated Hermes
143
Federated Hermes
Pennsylvania
$29K -$1.87K -72 -6%
KTC
144
Kistler-Tiffany Companies
Pennsylvania
$27K
SPIA
145
Steward Partners Investment Advisory
New York
$26K
SQA
146
Simon Quick Advisors
New Jersey
$21K +$20.5K +788 New
CAM
147
ClariVest Asset Management
California
$18K
AA
148
Ancora Advisors
Ohio
$13K +$13K +500 New
VFA
149
Valeo Financial Advisors
Indiana
$11K +$10.4K +400 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$9K