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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
GEA
151
Glen Eagle Advisors
New Jersey
$8.68K +$546 +21 +7%
JSC
152
Jackson Square Capital
California
$8K +$7.81K +300 New
PA
153
Procyon Advisors
Connecticut
$5K +$5.15K +198 New
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$4K -$442 -17 -10%
CAW
155
Cornerstone Advisors (Washington)
Washington
$2K
IA
156
IFP Advisors
Florida
$2K
BCA
157
Berman Capital Advisors
Georgia
$1K
S
158
SignatureFD
Georgia
$1K +$130 +5 +11%
KCM
159
Kennedy Capital Management
Missouri
-$793K -33,753 Closed
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
-$560K -23,833 Closed
WCM
161
Weld Capital Management
New York
-$527K -22,415 Closed
OAM
162
Oxford Asset Management
United Kingdom
-$447K -19,034 Closed
QT
163
Quantamental Technologies
New York
-$64K -2,708 Closed
Macquarie Group
164
Macquarie Group
Australia
-$39K -1,679 Closed
FMT
165
First Mercantile Trust
Tennessee
-$38K -1,600 Closed
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
-$22K -960 Closed
KWA
167
KCS Wealth Advisory
California
-$21.1K -900 Closed
GWAG
168
Garrett Wealth Advisory Group
Texas
-$3.36K -143 Closed
GWS
169
Glassman Wealth Services
Virginia
+$416 +16 New
VCM
170
Versant Capital Management
Arizona
+$572 +22 New
WCAMG
171
Woodard & Company Asset Management Group
North Carolina
+$174K +6,675 +11%