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CBIZ
CBZ

133 hedge funds and large institutions have $880M invested in CBIZ in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $738M → $880M (+$142M)

0.55% more ownership

Funds ownership: 87.09% → 87.65% (+0.55%)

4% less funds holding

Funds holding: 139 → 133 (-6)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

33% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 55

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
37
Reduced
55
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCMF
Private Capital Management (Florida)
Florida
+$10.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.2M
3
AAM
ACK Asset Management
Connecticut
+$8.96M
4
ICOM
Investment Counselors of Maryland
Maryland
+$4.08M
5
HAI
Hennessy Advisors Inc
California
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
-$5.17M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$5M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$3.88M
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$2.52M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.21M

CBZ Hedge Fund Activity: Q1 2018 in Review

133 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2018, worth a combined $880M — up 19% from $738M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CBZ and 15 opened new positions — a net loss of 5 holders — while 55 trimmed existing stakes and 37 added.

The largest buyer was Private Capital Management (Florida), adding an estimated $10.4M. The largest seller was First Manhattan, cutting an estimated $5.17M.

  • 133 institutional investors held CBIZ (CBZ) as of Q1 2018, down from 139 in Q4 2017.
  • Funds reported $880M of CBIZ stock for Q1 2018, up 19% quarter-over-quarter.
  • 15 funds opened new CBIZ positions in Q1 2018 and 20 closed out, a net change of -5 holders.
  • The largest CBIZ buyer in Q1 2018 was Private Capital Management (Florida), an estimated $10.4M added.
  • The largest CBIZ seller in Q1 2018 was First Manhattan, an estimated $5.17M sold.

Based on aggregated 13F filings for Q1 2018.