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163 hedge funds and large institutions have $1.12B invested in CBIZ in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

4% more funds holding

Funds holding: 156163 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.06% less ownership

Funds ownership: 91%89.94% (-1.1%)

5% less capital invested

Capital invested by funds: $1.19B → $1.12B (-$64.3M)

39% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 67

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
67
Closed
7
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$96M -$2.41M -101,435 -2%
BlackRock
2
BlackRock
New York
$81.4M -$3.3M -139,117 -4%
PCP
3
P2 Capital Partners
New York
$79.7M +$3.56M +150,000 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.8M -$2.53M -106,523 -4%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$54.4M -$271K -11,400 -0.5%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$51.2M +$301K +12,690 +0.6%
Wells Fargo
7
Wells Fargo
California
$42.5M +$5.67M +238,940 +15%
BAM
8
Burgundy Asset Management
Ontario, Canada
$41.7M +$2.48M +104,307 +6%
SAM
9
Silvercrest Asset Management
New York
$38.8M -$689K -29,026 -2%
Fidelity International
10
Fidelity International
Bermuda
$38.1M +$4.76M +200,311 +14%
EVM
11
Eaton Vance Management
Massachusetts
$38M +$3.93M +165,609 +11%
Northern Trust
12
Northern Trust
Illinois
$36.2M -$365K -15,358 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$34.8M -$20M -843,834 -36%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$32.8M +$907K +38,190 +3%
ACM
15
Atlanta Capital Management
Georgia
$30.5M +$1.63M +68,435 +5%
PIM
16
Paradice Investment Management
Colorado
$29.8M +$14.5M +611,536 +89%
N
17
Nuveen
North Carolina
$29M -$3.48M -146,620 -10%
ICOM
18
Investment Counselors of Maryland
Maryland
$28.7M +$3.75M +157,815 +14%
State Street
19
State Street
Massachusetts
$24.6M -$930K -39,149 -4%
GIP
20
Granite Investment Partners
California
$20.1M -$520K -21,905 -2%
Norges Bank
21
Norges Bank
Norway
$18.4M -$1.73M -72,854 -8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$16.5M -$779K -32,823 -4%
First Manhattan
23
First Manhattan
New York
$14.6M +$885K +37,250 +6%
FAM
24
Fenimore Asset Management
New York
$13.3M -$14.7K -620 -0.1%
Bank of America
25
Bank of America
North Carolina
$10.4M +$2.63M +110,866 +32%