CBIZ
153 hedge funds and large institutions have $1.02B invested in CBIZ in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.45% less ownership
Funds ownership: 89.58% → 88.13% (-1.5%)
5% less funds holding
Funds holding: 161 → 153 (-8)
20% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 25
20% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 60
23% less capital invested
Capital invested by funds: $1.32B → $1.02B (-$306M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$31.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.4M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$8.47M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$7.16M |
| 5 |
PCP
P2 Capital Partners
New York
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.3M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$17M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.86M |
| 4 |
Morgan Stanley
New York
|
-$6.57M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$4.45M |
CBZ Hedge Fund Activity: Q1 2020 in Review
153 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2020, worth a combined $1.02B — down 23% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of CBZ and 20 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 48 added.
The largest buyer was Fidelity International, adding an estimated $31.7M. The largest seller was Fidelity Investments, cutting an estimated $34.3M.
- 153 institutional investors held CBIZ (CBZ) as of Q1 2020, down from 161 in Q4 2019.
- Funds reported $1.02B of CBIZ stock for Q1 2020, down 23% quarter-over-quarter.
- 20 funds opened new CBIZ positions in Q1 2020 and 25 closed out, a net change of -5 holders.
- The largest CBIZ buyer in Q1 2020 was Fidelity International, an estimated $31.7M added.
- The largest CBIZ seller in Q1 2020 was Fidelity Investments, an estimated $34.3M sold.
Based on aggregated 13F filings for Q1 2020.