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141 hedge funds and large institutions have $1.16B invested in CBIZ in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $954M → $1.16B (+$205M)

1.34% more ownership

Funds ownership: 88.71%90.05% (+1.3%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 140141 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
48
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M -$33.8M -1,504,676 -19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$106M -$165K -7,336 -0.2%
BlackRock
3
BlackRock
New York
$88.1M +$2.49M +110,891 +3%
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$71.8M -$1.64M -73,041 -2%
PCP
5
P2 Capital Partners
New York
$70.2M +$6.56M +291,965 +11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$62M +$1.89M +83,983 +3%
BAM
7
Burgundy Asset Management
Ontario, Canada
$59.3M -$17M -756,457 -23%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$38.2M +$36.6M +1,626,557 New
N
9
Nuveen
North Carolina
$36.8M +$3.54M +157,432 +11%
Northern Trust
10
Northern Trust
Illinois
$29.2M +$2.22M +98,899 +9%
State Street
11
State Street
Massachusetts
$26.2M +$75.6K +3,362 +0.3%
First Manhattan
12
First Manhattan
New York
$25.3M -$1.5M -66,850 -6%
ICOM
13
Investment Counselors of Maryland
Maryland
$23.6M -$59.4K -2,644 -0.3%
GIP
14
Granite Investment Partners
California
$22M +$203K +9,008 +1%
Norges Bank
15
Norges Bank
Norway
$21.9M -$243K -10,794 -1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$18.3M +$1.15M +51,345 +7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$17.9M +$17.1M +762,169 New
Wells Fargo
18
Wells Fargo
California
$16.1M -$1.02M -45,230 -6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$16M +$457K +20,329 +3%
Renaissance Technologies
20
Renaissance Technologies
New York
$14.6M -$5.07M -225,600 -27%
FAM
21
Fenimore Asset Management
New York
$13.9M +$19.7K +875 +0.1%
EVM
22
Eaton Vance Management
Massachusetts
$13.2M +$11.9M +528,315 +1,626%
Allianz Asset Management
23
Allianz Asset Management
Germany
$11.5M -$1.96M -87,096 -15%
Charles Schwab
24
Charles Schwab
California
$10.8M +$313K +13,934 +3%
ACM
25
Atlanta Capital Management
Georgia
$10.8M +$10.3M +458,248 New