CBIZ
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.
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: 140 → 141 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$36.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.1M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$11.9M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$10.3M |
| 5 |
PCP
P2 Capital Partners
New York
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.8M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$17M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$7.92M |
| 4 |
Renaissance Technologies
New York
|
-$5.07M |
| 5 |
Goldman Sachs
New York
|
-$4.66M |
CBZ Hedge Fund Activity: Q3 2019 in Review
141 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q3 2019, worth a combined $1.16B — up 21% from $954M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CBZ positions and 16 closed out — a net gain of 1 holder — while 48 added to existing stakes and 56 trimmed.
The largest buyer was Mawer Investment Management, opening a new position worth an estimated $36.6M. The largest seller was Fidelity Investments, cutting an estimated $33.8M.
- 141 institutional investors held CBIZ (CBZ) as of Q3 2019, up from 140 in Q2 2019.
- Funds reported $1.16B of CBIZ stock for Q3 2019, up 21% quarter-over-quarter.
- 17 funds opened new CBIZ positions in Q3 2019 and 16 closed out, a net change of +1 holder.
- The largest CBIZ buyer in Q3 2019 was Mawer Investment Management, an estimated $36.6M added.
- The largest CBIZ seller in Q3 2019 was Fidelity Investments, an estimated $33.8M sold.
Based on aggregated 13F filings for Q3 2019.