CBIZ
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.
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: 141 → 161 (+20)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$14.9M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.7M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$9.83M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$9.64M |
| 5 |
Morgan Stanley
New York
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.2M |
| 2 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$9.09M |
| 3 |
PCP
P2 Capital Partners
New York
|
-$5.21M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$5.17M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.07M |
CBZ Hedge Fund Activity: Q4 2019 in Review
161 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2019, worth a combined $1.32B — up 14% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CBZ positions and 10 closed out — a net gain of 21 holders — while 50 added to existing stakes and 61 trimmed.
The largest buyer was Mawer Investment Management, adding an estimated $14.9M. The largest seller was Fidelity Investments, cutting an estimated $25.2M.
- 161 institutional investors held CBIZ (CBZ) as of Q4 2019, up from 141 in Q3 2019.
- Funds reported $1.32B of CBIZ stock for Q4 2019, up 14% quarter-over-quarter.
- 31 funds opened new CBIZ positions in Q4 2019 and 10 closed out, a net change of +21 holders.
- The largest CBIZ buyer in Q4 2019 was Mawer Investment Management, an estimated $14.9M added.
- The largest CBIZ seller in Q4 2019 was Fidelity Investments, an estimated $25.2M sold.
Based on aggregated 13F filings for Q4 2019.