CBIZ
118 hedge funds and large institutions have $470M invested in CBIZ in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
13% more capital invested
Capital invested by funds: $414M → $470M (+$55.9M)
13% more funds holding
Funds holding: 104 → 118 (+14)
4.31% more ownership
Funds ownership: 98.1% → 102.41% (+4.3%)
8% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$7.71M |
| 2 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$2.84M |
| 3 |
CEI
Clark Estates Inc
New York
|
+$2.67M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.05M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$3.25M |
| 2 |
PCP
P2 Capital Partners
New York
|
-$2.87M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$2.27M |
| 4 |
Morgan Stanley
New York
|
-$1.01M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$834K |
CBZ Hedge Fund Activity: Q1 2015 in Review
118 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2015, worth a combined $470M — up 13% from $414M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CBZ positions and 10 closed out — a net gain of 15 holders — while 35 added to existing stakes and 38 trimmed.
The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $7.71M. The largest seller was Norges Bank, exiting entirely with an estimated $3.25M sold.
- 118 institutional investors held CBIZ (CBZ) as of Q1 2015, up from 104 in Q4 2014.
- Funds reported $470M of CBIZ stock for Q1 2015, up 13% quarter-over-quarter.
- 25 funds opened new CBIZ positions in Q1 2015 and 10 closed out, a net change of +15 holders.
- The largest CBIZ buyer in Q1 2015 was Polar Asset Management Partners, an estimated $7.71M added.
- The largest CBIZ seller in Q1 2015 was Norges Bank, an estimated $3.25M sold.
Based on aggregated 13F filings for Q1 2015.