We are live on
!
Find out more
CBIZ
133 hedge funds and large institutions have $880M invested in CBIZ in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
19% more capital invested
Capital invested by funds: $738M → $880M (+$142M)
0.55% more ownership
Funds ownership: 87.09% → 87.65% (+0.55%)
4% less funds holding
Funds holding: 139 → 133 (-6)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
33% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 55
Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
37
Reduced
55
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
151
Advisor Group
Phoenix,
Arizona
| – | -$2.82K | -162 | -90% |
|
|
STA
152
Summit Trail Advisors
New York
| – | -$3K | -157 | Closed |
|
153
AssetMark Inc
Concord,
California
| – | -$1K | -95 | Closed |
|