CBIZ
117 hedge funds and large institutions have $635M invested in CBIZ in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.18% more ownership
Funds ownership: 86.57% → 86.75% (+0.18%)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
0% less capital invested
Capital invested by funds: $636M → $635M (-$963K)
5% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 44
4% less funds holding
Funds holding: 122 → 117 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$43.8M |
| 2 |
PCP
P2 Capital Partners
New York
|
+$12.8M |
| 3 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
+$6.81M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$5.36M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.46M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$7.36M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$6.94M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$4.02M |
| 5 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$3.07M |
CBZ Hedge Fund Activity: Q1 2017 in Review
117 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2017, worth a combined $635M — down 0.15% from $636M a quarter earlier.
Fund positioning in CBZ was balanced in Q1 2017: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 44 trimmed.
The largest buyer was BlackRock, adding an estimated $43.8M. The largest seller was Fidelity Investments, cutting an estimated $8.46M.
- 117 institutional investors held CBIZ (CBZ) as of Q1 2017, down from 122 in Q4 2016.
- Funds reported $635M of CBIZ stock for Q1 2017, down 0.15% quarter-over-quarter.
- 12 funds opened new CBIZ positions in Q1 2017 and 12 closed out, a net change of 0 holders.
- The largest CBIZ buyer in Q1 2017 was BlackRock, an estimated $43.8M added.
- The largest CBIZ seller in Q1 2017 was Fidelity Investments, an estimated $8.46M sold.
Based on aggregated 13F filings for Q1 2017.