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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
IA
126
IndexIQ Advisors
New York
$205K +$11.5K +486 +6%
GT
127
Glenmede Trust
Pennsylvania
$166K -$21.4K -903 -11%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$162K -$946K -39,849 -85%
Citigroup
129
Citigroup
New York
$159K -$808K -34,022 -83%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$137K
WT
131
Whittier Trust
California
$114K +$119K +5,000 New
AIP
132
Ameritas Investment Partners
Nebraska
$103K
New York State Teachers Retirement System (NYSTRS)
133
New York State Teachers Retirement System (NYSTRS)
New York
$101K -$2.38K -100 -2%
Canada Life
134
Canada Life
Manitoba, Canada
$81K
TCOV
135
Trust Company of Vermont
Vermont
$75K
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$74K -$79.5K -3,350 -51%
Lazard Asset Management
137
Lazard Asset Management
New York
$63K -$1.07K -45 -2%
HNB
138
Huntington National Bank
Ohio
$49K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$39K +$40.4K +1,700 New
QT
140
Quantbot Technologies
New York
$27K +$28.5K +1,200 New
Macquarie Group
141
Macquarie Group
Australia
$25K
KTC
142
Kistler-Tiffany Companies
Pennsylvania
$23K
FQ
143
First Quadrant
California
$21K
FGA
144
Fortis Group Advisors
New Jersey
$20K +$20.8K +875 New
Osaic Holdings
145
Osaic Holdings
Arizona
$19K -$17.7K -747 -48%
AA
146
Ancora Advisors
Ohio
$11K
CAM
147
ClariVest Asset Management
California
$10K
NNP
148
Nachman Norwood & Parrott
South Carolina
$9K +$9.12K +384 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$8K
JSC
150
Jackson Square Capital
California
$7K