CBIZ
163 hedge funds and large institutions have $1.13B 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.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
4% more funds holding
Funds holding: 156 → 163 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.06% less ownership
Funds ownership: 91% → 89.94% (-1.1%)
13% less capital inflows, than outflows
Capital inflows: $60.9M | Capital outflows: $70.4M
39% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Paradice Investment Management
Denver,
Colorado
|
+$14.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.67M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$4.76M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$3.93M |
| 5 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$20M |
| 2 |
Renaissance Technologies
New York
|
-$3.95M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$3.48M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$3.47M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$3.46M |
CBZ Hedge Fund Activity: Q3 2020 in Review
163 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q3 2020, worth a combined $1.13B — down 5.3% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CBZ positions and 7 closed out — a net gain of 8 holders — while 41 added to existing stakes and 67 trimmed.
The largest buyer was Paradice Investment Management, adding an estimated $14.5M. The largest seller was Fidelity Investments, cutting an estimated $20M.
- 163 institutional investors held CBIZ (CBZ) as of Q3 2020, up from 156 in Q2 2020.
- Funds reported $1.13B of CBIZ stock for Q3 2020, down 5.3% quarter-over-quarter.
- 15 funds opened new CBIZ positions in Q3 2020 and 7 closed out, a net change of +8 holders.
- The largest CBIZ buyer in Q3 2020 was Paradice Investment Management, an estimated $14.5M added.
- The largest CBIZ seller in Q3 2020 was Fidelity Investments, an estimated $20M sold.
Based on aggregated 13F filings for Q3 2020.