CBIZ
129 hedge funds and large institutions have $719M invested in CBIZ in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
41% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 37
13% more capital invested
Capital invested by funds: $635M → $719M (+$83.7M)
10% more funds holding
Funds holding: 117 → 129 (+12)
1.35% more ownership
Funds ownership: 86.75% → 88.1% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$10.3M |
| 2 |
Renaissance Technologies
New York
|
+$3.79M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$3.32M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.74M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.86M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$7M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$3.17M |
| 4 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$1.91M |
| 5 |
First Manhattan
New York
|
-$1.87M |
CBZ Hedge Fund Activity: Q2 2017 in Review
129 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2017, worth a combined $719M — up 13% from $635M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CBZ positions and 8 closed out — a net gain of 13 holders — while 52 added to existing stakes and 37 trimmed.
The largest buyer was Granite Investment Partners, opening a new position worth an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $9.86M.
- 129 institutional investors held CBIZ (CBZ) as of Q2 2017, up from 117 in Q1 2017.
- Funds reported $719M of CBIZ stock for Q2 2017, up 13% quarter-over-quarter.
- 21 funds opened new CBIZ positions in Q2 2017 and 8 closed out, a net change of +13 holders.
- The largest CBIZ buyer in Q2 2017 was Granite Investment Partners, an estimated $10.3M added.
- The largest CBIZ seller in Q2 2017 was Fidelity Investments, an estimated $9.86M sold.
Based on aggregated 13F filings for Q2 2017.