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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 %
MAM
126
Meeder Asset Management
Ohio
$106K -$3.45K -165 -3%
Macquarie Group
127
Macquarie Group
Australia
$102K +$102K +4,852 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$100K +$36.7K +1,749 +58%
AIP
129
Ameritas Investment Partners
Nebraska
$94K – – –
New York State Teachers Retirement System (NYSTRS)
130
New York State Teachers Retirement System (NYSTRS)
New York
$94K – – –
Canada Life
131
Canada Life
Manitoba, Canada
$75K – – –
TCOV
132
Trust Company of Vermont
Vermont
$69K +$69K +3,300 New
HNB
133
Huntington National Bank
Ohio
$45K +$8.38K +404 +23%
KTC
134
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
Federated Hermes
135
Federated Hermes
Pennsylvania
$24K +$1.39K +65 +6%
FQ
136
First Quadrant
California
$19K +$19K +898 New
VFA
137
Valeo Financial Advisors
Indiana
$18K +$9K +400 +100%
Simplex Trading
138
Simplex Trading
Illinois
$12K +$12K +575 New
CAM
139
ClariVest Asset Management
California
$10K -$4.66K -221 -32%
AA
140
Ancora Advisors
Ohio
$10K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$7K -$30.5K -1,556 -81%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$7K – – –
JSC
143
Jackson Square Capital
California
$6K – – –
AF
144
Allworth Financial
California
$6K +$6K +272 New
PA
145
Procyon Advisors
Connecticut
$5K +$541 +24 +12%
Osaic Holdings
146
Osaic Holdings
Arizona
$3K +$3K +147 New
IA
147
IFP Advisors
Florida
$2K – – –
S
148
SignatureFD
Georgia
$2K +$1.11K +64 +125%
CAW
149
Cornerstone Advisors (Washington)
Washington
$1K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
150
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.55M -57,500 Closed
3 4 5
6
7