CBZ icon

CBIZ
CBZ

Overview Fund Activity

166 hedge funds and large institutions have $1.3B invested in CBIZ in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
51
Reduced
60
Closed
19
Calls
–
Puts
$2.66M
Net Calls
-$2.66M
Net Calls Change
-$2.69M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$59.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$46.6M
3
BlackRock
BlackRock
New York
$101M
4
Fidelity International
Fidelity International
Bermuda
$49.6M
5
Morgan Stanley
Morgan Stanley
New York
$7.72M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$27.8M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$107M
5
MAM
Martingale Asset Management
Massachusetts
$651K
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
126
Valtinson Bruner Financial Planning
Minnesota
$243K – – –
WCM
127
Weld Capital Management
New York
$225K +$225K +8,443 New
EA
128
Ellsworth Advisors
Ohio
$225K +$225K +8,466 New
LPL Financial
129
LPL Financial
California
$223K +$223K +8,370 New
GHA
130
GW Henssler & Associates
Georgia
$217K +$217K +8,149 New
Mackenzie Financial
131
Mackenzie Financial
Ontario, Canada
$216K -$46.5K -1,744 -18%
IFS
132
Ifrah Financial Services
Arkansas
$208K +$208K +7,806 New
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$160K – – –
WT
134
Whittier Trust
California
$133K – – –
AIP
135
Ameritas Investment Partners
Nebraska
$119K – – –
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$114K -$2.65K -100 -2%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$96K +$10.6K +397 +12%
Canada Life
138
Canada Life
Manitoba, Canada
$94K – – –
TCOV
139
Trust Company of Vermont
Vermont
$88K – – –
VI
140
Vestcor Inc
New Brunswick, Canada
$81K +$81K +3,036 New
TRCT
141
Tower Research Capital (TRC)
New York
$64K -$1.21M -45,641 -95%
HNB
142
Huntington National Bank
Ohio
$57K – – –
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$56K +$10.7K +400 +24%
IAS
144
IMA Advisory Services
Colorado
$53K +$53K +2,000 New
SAI
145
Systematic Alpha Investments
New Jersey
$30K +$30K +1,118 New
Macquarie Group
146
Macquarie Group
Australia
$29K – – –
KTC
147
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
FQ
148
First Quadrant
California
$24K – – –
FC
149
FORA Capital
Florida
$18K +$18K +661 New
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$17K +$17K +628 New
4 5
6
7 8