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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.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $1.12B → $1.3B (+$173M)

2% more funds holding

Funds holding: 163166 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (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

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
51
Reduced
60
Closed
19
Calls
Puts
$2.66M
Net Calls
-$2.66M
Net Calls Change
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$107M -$3.88M -157,547 -4%
BlackRock
2
BlackRock
New York
$101M +$6.02M +244,562 +7%
PCP
3
P2 Capital Partners
New York
$92.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.3M +$2M +81,420 +3%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$63M -$265K -10,762 -0.5%
Wells Fargo
6
Wells Fargo
California
$59.5M +$9.32M +378,628 +20%
CCMLC
7
Cardinal Capital Management LLC (Connecticut)
Connecticut
$57M -$2.37M -96,212 -4%
BAM
8
Burgundy Asset Management
Ontario, Canada
$50.9M +$2.2M +89,459 +5%
Fidelity International
9
Fidelity International
Bermuda
$49.6M +$4.92M +200,000 +12%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$46.6M +$7.86M +319,366 +22%
EVM
11
Eaton Vance Management
Massachusetts
$45M +$772K +31,368 +2%
SAM
12
Silvercrest Asset Management
New York
$43.3M -$1.73M -70,167 -4%
Northern Trust
13
Northern Trust
Illinois
$41.9M -$230K -9,326 -0.6%
PIM
14
Paradice Investment Management
Colorado
$36.1M +$1.35M +54,792 +4%
ICOM
15
Investment Counselors of Maryland
Maryland
$35.2M +$1.71M +69,443 +6%
ACM
16
Atlanta Capital Management
Georgia
$35M -$449K -18,245 -1%
State Street
17
State Street
Massachusetts
$27.9M -$698K -28,350 -3%
N
18
Nuveen
North Carolina
$27.8M -$5.51M -223,738 -18%
GIP
19
Granite Investment Partners
California
$22.9M -$383K -15,568 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$21.9M +$2.49M +101,198 +14%
Norges Bank
21
Norges Bank
Norway
$21.4M
First Manhattan
22
First Manhattan
New York
$17.2M +$136K +5,540 +0.9%
FAM
23
Fenimore Asset Management
New York
$15.4M -$84K -3,415 -0.6%
Bank of America
24
Bank of America
North Carolina
$12.3M +$160K +6,508 +1%
Charles Schwab
25
Charles Schwab
California
$12.1M +$54.8K +2,225 +0.5%