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156 hedge funds and large institutions have $1.19B invested in CBIZ in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.02B → $1.19B (+$169M)

2.79% more ownership

Funds ownership: 88.21%91% (+2.8%)

2% more funds holding

Funds holding: 153156 (+3)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
45
Reduced
60
Closed
17
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$103M -$3.74M -164,616 -4%
BlackRock
2
BlackRock
New York
$88.6M +$622K +27,404 +0.7%
PCP
3
P2 Capital Partners
New York
$80M +$8.03M +353,930 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$62.1M -$1.94M -85,597 -3%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$57.3M +$4.43M +195,100 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$56.7M -$43.4M -1,912,531 -45%
CCMLC
7
Cardinal Capital Management LLC (Connecticut)
Connecticut
$53.3M -$9.28M -408,954 -16%
SAM
8
Silvercrest Asset Management
New York
$41.4M +$39.2M +1,726,763 New
BAM
9
Burgundy Asset Management
Ontario, Canada
$41.2M +$659K +29,040 +2%
Wells Fargo
10
Wells Fargo
California
$38.8M +$21.6M +949,917 +142%
Northern Trust
11
Northern Trust
Illinois
$38.3M +$4.92M +216,824 +16%
EVM
12
Eaton Vance Management
Massachusetts
$35.8M +$6.24M +274,869 +23%
Fidelity International
13
Fidelity International
Bermuda
$35.1M +$1.14M +50,166 +4%
N
14
Nuveen
North Carolina
$33.9M -$2.15M -94,566 -6%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$33.4M +$3.11M +136,933 +11%
ACM
16
Atlanta Capital Management
Georgia
$30.3M +$2.35M +103,563 +9%
State Street
17
State Street
Massachusetts
$26.7M -$593K -26,123 -2%
ICOM
18
Investment Counselors of Maryland
Maryland
$26.3M +$1.66M +73,325 +7%
GIP
19
Granite Investment Partners
California
$21.5M -$285K -12,558 -1%
Norges Bank
20
Norges Bank
Norway
$21M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$18.1M +$120K +5,278 +0.7%
PIM
22
Paradice Investment Management
Colorado
$16.5M +$15.6M +689,319 New
First Manhattan
23
First Manhattan
New York
$14.4M -$4.33M -190,790 -24%
FAM
24
Fenimore Asset Management
New York
$14M -$63.8K -2,810 -0.5%
Charles Schwab
25
Charles Schwab
California
$11.1M -$428K -18,873 -4%