CBIZ
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, 46 increasing their positions, 59 reducing their positions, and 17 closing their positions.
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 (+$170M)
2.87% more ownership
Funds ownership: 88.13% → 91% (+2.9%)
2% more funds holding
Funds holding: 153 → 156 (+3)
22% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 59
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$39.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.6M |
| 3 |
PIM
Paradice Investment Management
Denver,
Colorado
|
+$15.6M |
| 4 |
PCP
P2 Capital Partners
New York
|
+$8.03M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.4M |
| 2 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$9.28M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$5.46M |
| 4 |
First Manhattan
New York
|
-$4.33M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.74M |
CBZ Hedge Fund Activity: Q2 2020 in Review
156 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2020, worth a combined $1.19B — up 17% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CBZ positions and 17 closed out — a net gain of 3 holders — while 46 added to existing stakes and 59 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $39.2M. The largest seller was Fidelity Investments, cutting an estimated $43.4M.
- 156 institutional investors held CBIZ (CBZ) as of Q2 2020, up from 153 in Q1 2020.
- Funds reported $1.19B of CBIZ stock for Q2 2020, up 17% quarter-over-quarter.
- 20 funds opened new CBIZ positions in Q2 2020 and 17 closed out, a net change of +3 holders.
- The largest CBIZ buyer in Q2 2020 was Silvercrest Asset Management, an estimated $39.2M added.
- The largest CBIZ seller in Q2 2020 was Fidelity Investments, an estimated $43.4M sold.
Based on aggregated 13F filings for Q2 2020.