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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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.67% less ownership

Funds ownership: 89.61%88.94% (-0.67%)

3% less funds holding

Funds holding: 153148 (-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

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
51
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$163M +$7.06M +330,353 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$90.2M +$9.23K +432 +0%
BlackRock
3
BlackRock
New York
$78.6M +$5.13M +239,889 +6%
BAM
4
Burgundy Asset Management
Ontario, Canada
$73.8M -$11M -515,994 -12%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$61.1M +$3.05M +142,626 +5%
PCP
6
P2 Capital Partners
New York
$53.1M
Vanguard Group
7
Vanguard Group
Pennsylvania
$50.3M +$2.4M +112,351 +5%
First Manhattan
8
First Manhattan
New York
$28.4M -$2.94M -137,400 -9%
State Street
9
State Street
Massachusetts
$22.4M -$113K -5,306 -0.5%
Norges Bank
10
Norges Bank
Norway
$22M
Northern Trust
11
Northern Trust
Illinois
$21.6M +$263K +12,284 +1%
ICOM
12
Investment Counselors of Maryland
Maryland
$18.8M +$455K +21,300 +2%
PFC
13
Phocas Financial Corp
California
$15.9M -$409K -19,119 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$15.2M -$3.99M -186,855 -19%
GIP
15
Granite Investment Partners
California
$15.2M -$2M -93,460 -11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$11.1M +$652K +30,488 +6%
SAM
17
Skyline Asset Management
Illinois
$11.1M -$1.24M -57,900 -9%
FAM
18
Fenimore Asset Management
New York
$10.3M +$288K +13,500 +3%
Allianz Asset Management
19
Allianz Asset Management
Germany
$9.67M +$986K +46,155 +10%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$8.58M -$106K -4,954 -1%
Charles Schwab
21
Charles Schwab
California
$8.19M -$398K -18,646 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$8.11M -$751K -35,128 -8%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.63M +$7.89M +369,374 +2,082%
Goldman Sachs
24
Goldman Sachs
New York
$6.24M +$1.12M +52,458 +20%
Wells Fargo
25
Wells Fargo
California
$6.14M -$1.28M -59,800 -16%