CBIZ
148 hedge funds and large institutions have $971M invested in CBIZ in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.67% less ownership
Funds ownership: 89.61% → 88.94% (-0.67%)
3% less funds holding
Funds holding: 153 → 148 (-5)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
17% less capital invested
Capital invested by funds: $1.17B → $971M (-$201M)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$7.89M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.06M |
| 3 |
BlackRock
New York
|
+$5.13M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$3.77M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$11M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$6.07M |
| 3 |
Renaissance Technologies
New York
|
-$3.99M |
| 4 |
First Manhattan
New York
|
-$2.94M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$2.65M |
CBZ Hedge Fund Activity: Q4 2018 in Review
148 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2018, worth a combined $971M — down 17% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of CBZ and 15 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 51 added.
The largest buyer was JP Morgan Chase, adding an estimated $7.89M. The largest seller was Burgundy Asset Management, cutting an estimated $11M.
- 148 institutional investors held CBIZ (CBZ) as of Q4 2018, down from 153 in Q3 2018.
- Funds reported $971M of CBIZ stock for Q4 2018, down 17% quarter-over-quarter.
- 15 funds opened new CBIZ positions in Q4 2018 and 19 closed out, a net change of -4 holders.
- The largest CBIZ buyer in Q4 2018 was JP Morgan Chase, an estimated $7.89M added.
- The largest CBIZ seller in Q4 2018 was Burgundy Asset Management, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2018.