CBIZ
122 hedge funds and large institutions have $636M invested in CBIZ in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 14 closing their positions.
21% more capital invested
Capital invested by funds: $524M → $636M (+$112M)
2% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.09% less ownership
Funds ownership: 87.66% → 86.57% (-1.1%)
8% less funds holding
Funds holding: 132 → 122 (-10)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
+$9.98M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.02M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$2.13M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.01M |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$7M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$6.31M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.84M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$2.04M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.98M |
CBZ Hedge Fund Activity: Q4 2016 in Review
122 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2016, worth a combined $636M — up 21% from $524M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CBZ and 7 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 47 added.
The largest buyer was P2 Capital Partners, adding an estimated $9.98M. The largest seller was Northern Trust, cutting an estimated $7M.
- 122 institutional investors held CBIZ (CBZ) as of Q4 2016, down from 132 in Q3 2016.
- Funds reported $636M of CBIZ stock for Q4 2016, up 21% quarter-over-quarter.
- 7 funds opened new CBIZ positions in Q4 2016 and 14 closed out, a net change of -7 holders.
- The largest CBIZ buyer in Q4 2016 was P2 Capital Partners, an estimated $9.98M added.
- The largest CBIZ seller in Q4 2016 was Northern Trust, an estimated $7M sold.
Based on aggregated 13F filings for Q4 2016.