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CBIZ
CBZ

168 hedge funds and large institutions have $1.56B invested in CBIZ in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $1.3B → $1.56B (+$261M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 166 → 168 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 89.45% → 89.27% (-0.18%)

36% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 70

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% 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
20
Increased
45
Reduced
70
Closed
17
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$2.67M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.7M
2
Wells Fargo
Wells Fargo
California
+$6.74M
3
EVM
Eaton Vance Management
Massachusetts
+$5.16M
4
BlackRock
BlackRock
New York
+$5.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.42M

Top Sellers

Rank Fund Capital Flow
1
Nuveen
Nuveen
North Carolina
-$24.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.2M
3
Northern Trust
Northern Trust
Illinois
-$8.31M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$7.05M
5
Norges Bank
Norges Bank
Norway
-$6.8M

CBZ Hedge Fund Activity: Q1 2021 in Review

168 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2021, worth a combined $1.56B — up 20% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CBZ positions and 17 closed out — a net gain of 3 holders — while 45 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10.7M. The largest seller was Nuveen, cutting an estimated $24.6M.

  • 168 institutional investors held CBIZ (CBZ) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $1.56B of CBIZ stock for Q1 2021, up 20% quarter-over-quarter.
  • 20 funds opened new CBIZ positions in Q1 2021 and 17 closed out, a net change of +3 holders.
  • The largest CBIZ buyer in Q1 2021 was Wellington Management Group, an estimated $10.7M added.
  • The largest CBIZ seller in Q1 2021 was Nuveen, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2021.