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CBIZ
CBZ

122 hedge funds and large institutions have $495M invested in CBIZ in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $470M → $495M (+$24.9M)

3% more funds holding

Funds holding: 118 → 122 (+4)

1.33% more ownership

Funds ownership: 102.41% → 103.74% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
51
Reduced
34
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
PCMF
Private Capital Management (Florida)
Florida
+$2.62M
2
WA
Whitebox Advisors
Minnesota
+$1.59M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.55M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.51M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$2.64M
2
LCP
Lombardia Capital Partners
California
-$1.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$980K
4
PCP
P2 Capital Partners
New York
-$806K
5
Axa
Axa
France
-$722K

CBZ Hedge Fund Activity: Q2 2015 in Review

122 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2015, worth a combined $495M — up 5.3% from $470M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CBZ positions and 15 closed out — a net gain of 4 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Private Capital Management (Florida), opening a new position worth an estimated $2.62M. The largest seller was Silvercrest Asset Management, cutting an estimated $2.64M.

  • 122 institutional investors held CBIZ (CBZ) as of Q2 2015, up from 118 in Q1 2015.
  • Funds reported $495M of CBIZ stock for Q2 2015, up 5.3% quarter-over-quarter.
  • 19 funds opened new CBIZ positions in Q2 2015 and 15 closed out, a net change of +4 holders.
  • The largest CBIZ buyer in Q2 2015 was Private Capital Management (Florida), an estimated $2.62M added.
  • The largest CBIZ seller in Q2 2015 was Silvercrest Asset Management, an estimated $2.64M sold.

Based on aggregated 13F filings for Q2 2015.