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140 hedge funds and large institutions have $954M invested in CBIZ in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.4% less ownership

Funds ownership: 89.11%88.71% (-0.4%)

4% less capital invested

Capital invested by funds: $989M → $954M (-$34.9M)

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

3% less funds holding

Funds holding: 145140 (-5)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
47
Reduced
52
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$159M +$1.53M +76,444 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$88.8M -$63.5K -3,169 -0.1%
BlackRock
3
BlackRock
New York
$71.3M -$4.54M -226,660 -6%
BAM
4
Burgundy Asset Management
Ontario, Canada
$64.3M -$565K -28,159 -0.9%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$61.3M -$1.75M -87,448 -3%
PCP
6
P2 Capital Partners
New York
$52.8M
Vanguard Group
7
Vanguard Group
Pennsylvania
$50M -$715K -35,649 -1%
N
8
Nuveen
North Carolina
$27.6M +$28.2M +1,407,311 New
First Manhattan
9
First Manhattan
New York
$22.4M -$963K -48,060 -4%
Northern Trust
10
Northern Trust
Illinois
$22.4M +$290K +14,464 +1%
State Street
11
State Street
Massachusetts
$21.8M -$49.6K -2,475 -0.2%
ICOM
12
Investment Counselors of Maryland
Maryland
$19.7M +$217K +10,820 +1%
Norges Bank
13
Norges Bank
Norway
$18.4M -$1.03M -51,229 -5%
GIP
14
Granite Investment Partners
California
$18.1M +$240K +11,992 +1%
Renaissance Technologies
15
Renaissance Technologies
New York
$16.6M +$176K +8,800 +1%
Wells Fargo
16
Wells Fargo
California
$14.3M +$8.03M +400,681 +121%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$14.2M +$5.51M +274,734 +61%
PFC
18
Phocas Financial Corp
California
$14.1M -$1.56M -77,758 -10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.9M +$602K +30,006 +5%
FAM
20
Fenimore Asset Management
New York
$11.6M +$911K +45,430 +8%
Allianz Asset Management
21
Allianz Asset Management
Germany
$11.3M -$886K -44,190 -7%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$10.4M +$1.23M +61,167 +13%
Charles Schwab
23
Charles Schwab
California
$8.71M +$106K +5,279 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.34M +$186K +9,268 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.09M -$3.64M -181,583 -31%