CBIZ
166 hedge funds and large institutions have $1.3B invested in CBIZ in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 19 closing their positions.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
15% more capital invested
Capital invested by funds: $1.13B → $1.3B (+$173M)
2% more funds holding
Funds holding: 163 → 166 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.49% less ownership
Funds ownership: 89.94% → 89.45% (-0.49%)
15% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 60
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.32M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.86M |
| 3 |
BlackRock
New York
|
+$6.02M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$4.92M |
| 5 |
Morgan Stanley
New York
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.2M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$5.51M |
| 3 |
Renaissance Technologies
New York
|
-$4.9M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.88M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$2.8M |
CBZ Hedge Fund Activity: Q4 2020 in Review
166 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2020, worth a combined $1.3B — up 15% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CBZ positions and 19 closed out — a net gain of 5 holders — while 51 added to existing stakes and 60 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.32M. The largest seller was Fidelity Investments, cutting an estimated $33.2M.
- 166 institutional investors held CBIZ (CBZ) as of Q4 2020, up from 163 in Q3 2020.
- Funds reported $1.3B of CBIZ stock for Q4 2020, up 15% quarter-over-quarter.
- 24 funds opened new CBIZ positions in Q4 2020 and 19 closed out, a net change of +5 holders.
- The largest CBIZ buyer in Q4 2020 was Wells Fargo, an estimated $9.32M added.
- The largest CBIZ seller in Q4 2020 was Fidelity Investments, an estimated $33.2M sold.
Based on aggregated 13F filings for Q4 2020.