CBIZ
104 hedge funds and large institutions have $414M invested in CBIZ in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
8% more capital invested
Capital invested by funds: $385M → $414M (+$29.6M)
1% more funds holding
Funds holding: 103 → 104 (+1)
0.96% less ownership
Funds ownership: 99.06% → 98.1% (-0.96%)
24% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$1.41M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.33M |
| 3 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$1.03M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$949K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.77M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$2.11M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$1.71M |
| 4 |
Renaissance Technologies
New York
|
-$1.16M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.11M |
CBZ Hedge Fund Activity: Q4 2014 in Review
104 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2014, worth a combined $414M — up 7.7% from $385M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CBZ positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 38 trimmed.
The largest buyer was Phocas Financial Corp, adding an estimated $1.41M. The largest seller was Deutsche Bank, cutting an estimated $3.77M.
- 104 institutional investors held CBIZ (CBZ) as of Q4 2014, up from 103 in Q3 2014.
- Funds reported $414M of CBIZ stock for Q4 2014, up 7.7% quarter-over-quarter.
- 13 funds opened new CBIZ positions in Q4 2014 and 10 closed out, a net change of +3 holders.
- The largest CBIZ buyer in Q4 2014 was Phocas Financial Corp, an estimated $1.41M added.
- The largest CBIZ seller in Q4 2014 was Deutsche Bank, an estimated $3.77M sold.
Based on aggregated 13F filings for Q4 2014.