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145 hedge funds and large institutions have $989M invested in CBIZ in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

2% more capital invested

Capital invested by funds: $971M → $989M (+$17.5M)

0.17% more ownership

Funds ownership: 88.94%89.11% (+0.17%)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 148145 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
58
Reduced
49
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M -$4.83M -239,037 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$91.8M -$890K -44,038 -1%
BlackRock
3
BlackRock
New York
$78.2M -$2.51M -123,970 -3%
BAM
4
Burgundy Asset Management
Ontario, Canada
$67M -$8.87M -438,984 -12%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$65.1M +$2.27M +112,283 +4%
PCP
6
P2 Capital Partners
New York
$54.5M
Vanguard Group
7
Vanguard Group
Pennsylvania
$52.4M +$737K +36,458 +1%
First Manhattan
8
First Manhattan
New York
$24.1M -$5.09M -251,800 -17%
Northern Trust
9
Northern Trust
Illinois
$22.8M +$602K +29,795 +3%
State Street
10
State Street
Massachusetts
$22.5M -$439K -21,712 -2%
ICOM
11
Investment Counselors of Maryland
Maryland
$20.2M +$794K +39,269 +4%
Norges Bank
12
Norges Bank
Norway
$20.1M -$2.49M -123,284 -11%
GIP
13
Granite Investment Partners
California
$18.5M +$2.88M +142,415 +18%
Renaissance Technologies
14
Renaissance Technologies
New York
$17M +$1.35M +67,000 +9%
PFC
15
Phocas Financial Corp
California
$16.1M -$179K -8,875 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12.7M +$1.3M +64,095 +11%
Allianz Asset Management
17
Allianz Asset Management
Germany
$12.5M +$2.59M +128,335 +26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12M +$3.69M +182,708 +44%
FAM
19
Fenimore Asset Management
New York
$11M +$413K +20,425 +4%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$9.5M +$682K +33,738 +8%
Goldman Sachs
21
Goldman Sachs
New York
$9.38M +$2.97M +146,713 +46%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$9.15M +$4.24M +209,812 +87%
Charles Schwab
23
Charles Schwab
California
$8.89M +$477K +23,585 +6%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.42M +$582K +28,772 +7%
PAM
25
Panagora Asset Management
Massachusetts
$7.84M +$2.6M +128,578 +50%