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CBIZ
CBZ

134 hedge funds and large institutions have $452M invested in CBIZ in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

9% more funds holding

Funds holding: 123 → 134 (+11)

8.64% less ownership

Funds ownership: 96.3% → 87.66% (-8.6%)

10% less capital invested

Capital invested by funds: $502M → $452M (-$50M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
51
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.26M
2
Norges Bank
Norges Bank
Norway
+$5.17M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.19M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.34M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$18.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18M
3
LCP
Lombardia Capital Partners
California
-$11.1M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$10.8M
5
SAM
Skyline Asset Management
Illinois
-$6.18M

CBZ Hedge Fund Activity: Q4 2015 in Review

134 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2015, worth a combined $452M — down 10% from $502M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CBZ positions and 8 closed out — a net gain of 11 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.26M. The largest seller was Silvercrest Asset Management, cutting an estimated $18.7M.

  • 134 institutional investors held CBIZ (CBZ) as of Q4 2015, up from 123 in Q3 2015.
  • Funds reported $452M of CBIZ stock for Q4 2015, down 10% quarter-over-quarter.
  • 19 funds opened new CBIZ positions in Q4 2015 and 8 closed out, a net change of +11 holders.
  • The largest CBIZ buyer in Q4 2015 was Dimensional Fund Advisors, an estimated $5.26M added.
  • The largest CBIZ seller in Q4 2015 was Silvercrest Asset Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.