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161 hedge funds and large institutions have $1.32B invested in CBIZ in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$166M)

14% more funds holding

Funds holding: 141161 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 90.05%89.58% (-0.47%)

18% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 61

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
61
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$152M -$25.2M -966,708 -15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$121M -$1.35M -51,796 -1%
BlackRock
3
BlackRock
New York
$101M +$229K +8,787 +0.2%
PCP
4
P2 Capital Partners
New York
$75.1M -$5.21M -200,200 -7%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$73M -$9.09M -349,186 -11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$69.8M -$1.27M -48,729 -2%
BAM
7
Burgundy Asset Management
Ontario, Canada
$63.7M -$4.27M -164,026 -6%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$59.2M +$14.9M +570,843 +35%
N
9
Nuveen
North Carolina
$42.3M +$119K +4,584 +0.3%
Northern Trust
10
Northern Trust
Illinois
$35.1M +$1.51M +58,085 +5%
State Street
11
State Street
Massachusetts
$30.9M +$832K +31,959 +3%
ICOM
12
Investment Counselors of Maryland
Maryland
$27.5M +$455K +17,503 +2%
GIP
13
Granite Investment Partners
California
$25.4M +$180K +6,936 +0.7%
EVM
14
Eaton Vance Management
Massachusetts
$25.3M +$9.83M +377,710 +67%
First Manhattan
15
First Manhattan
New York
$25M -$3.9M -149,775 -14%
Norges Bank
16
Norges Bank
Norway
$24.7M -$371K -14,262 -2%
ACM
17
Atlanta Capital Management
Georgia
$22.3M +$9.64M +370,621 +81%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$20.8M +$258K +9,933 +1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$18.7M +$368K +14,152 +2%
FAM
20
Fenimore Asset Management
New York
$15.9M -$18.3K -705 -0.1%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$15.7M -$5.07M -194,838 -25%
Wells Fargo
22
Wells Fargo
California
$14.9M -$3.45M -132,732 -19%
Renaissance Technologies
23
Renaissance Technologies
New York
$13M -$3.63M -139,699 -22%
Charles Schwab
24
Charles Schwab
California
$12.5M +$161K +6,184 +1%
Deutsche Bank
25
Deutsche Bank
Germany
$11.6M +$10.7M +412,854 +2,247%