CBIZ
153 hedge funds and large institutions have $1.17B invested in CBIZ in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 11 closing their positions.
1,750% more call options, than puts
Call options by funds: $37K | Put options by funds: $2K
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
27% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 45
7% more funds holding
Funds holding: 143 → 153 (+10)
3% more capital invested
Capital invested by funds: $1.13B → $1.17B (+$37.3M)
0.04% more ownership
Funds ownership: 89.57% → 89.61% (+0.04%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.01M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.95M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.74M |
| 5 |
Morgan Stanley
New York
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$11.3M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$10.8M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$9.23M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$6.83M |
| 5 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$5.34M |
CBZ Hedge Fund Activity: Q3 2018 in Review
153 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q3 2018, worth a combined $1.17B — up 3.3% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CBZ positions and 11 closed out — a net gain of 11 holders — while 57 added to existing stakes and 45 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $27.2M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $11.3M sold.
- 153 institutional investors held CBIZ (CBZ) as of Q3 2018, up from 143 in Q2 2018.
- Funds reported $1.17B of CBIZ stock for Q3 2018, up 3.3% quarter-over-quarter.
- 22 funds opened new CBIZ positions in Q3 2018 and 11 closed out, a net change of +11 holders.
- The largest CBIZ buyer in Q3 2018 was Fidelity Investments, an estimated $27.2M added.
- The largest CBIZ seller in Q3 2018 was Polar Asset Management Partners, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2018.