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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 %
AA
151
Ancora Advisors
Ohio
$13K – – –
CAM
152
ClariVest Asset Management
California
$12K – – –
Osaic Holdings
153
Osaic Holdings
Arizona
$9K -$11.8K -452 -57%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$9K – – –
US Bancorp
155
US Bancorp
Minnesota
$7K +$106 +4 +2%
IPW
156
IronBridge Private Wealth
Texas
$7K +$7K +277 New
S
157
SignatureFD
Georgia
$4K +$1.91K +73 +91%
TCWA
158
Ten Capital Wealth Advisors
Washington
$4K +$4K +150 New
ASN
159
Advisory Services Network
Georgia
$3K -$270 -9 -8%
QCG
160
Quadrant Capital Group
Ohio
$3K – – –
ABC
161
Associated Banc-Corp
Wisconsin
$2K – – –
IA
162
IFP Advisors
Florida
$1K -$1.49K -49 -60%
LC
163
Lindbrook Capital
California
$1K – – –
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$1K +$1K +48 New
AIG
165
American International Group
New York
$789 -$23 -849 -3%
ZCM
166
Ziegler Capital Management
Illinois
– -$911K -39,830 Closed
Millennium Management
167
Millennium Management
New York
– -$731 -31,942 Closed
Man Group
168
Man Group
United Kingdom
– -$716K -31,300 Closed
CSS
169
Cubist Systematic Strategies
Connecticut
– -$615K -26,892 Closed
DCM
170
Dupont Capital Management
Delaware
– -$423K -18,515 Closed
Verition Fund Management
171
Verition Fund Management
Connecticut
– -$307K -13,439 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
– -$303K -13,270 Closed
KAM
173
Karani Asset Management
New York
– -$286K -12,500 Closed
PTC
174
Petrus Trust Company
Texas
– -$273K -11,936 Closed
NCM
175
Next Capital Management
New York
– -$252K -11,000 Closed
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