CBIZ
160 hedge funds and large institutions have $1.51B invested in CBIZ in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.4% less ownership
Funds ownership: 88.73% → 88.34% (-0.4%)
3% less capital invested
Capital invested by funds: $1.55B → $1.51B (-$40.1M)
5% less funds holding
Funds holding: 168 → 160 (-8)
12% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 60
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$43.6M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$10.2M |
| 3 |
Millennium Management
New York
|
+$7.88M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.3M |
| 5 |
PIM
Paradice Investment Management
Denver,
Colorado
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$19.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.61M |
| 3 |
BlackRock
New York
|
-$5.28M |
| 4 |
Morgan Stanley
New York
|
-$2.19M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.95M |
CBZ Hedge Fund Activity: Q3 2021 in Review
160 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q3 2021, worth a combined $1.51B — down 2.6% from $1.55B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of CBZ and 12 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 53 added.
The largest buyer was William Blair Investment Management, adding an estimated $43.6M. The largest seller was Mawer Investment Management, cutting an estimated $19.6M.
- 160 institutional investors held CBIZ (CBZ) as of Q3 2021, down from 168 in Q2 2021.
- Funds reported $1.51B of CBIZ stock for Q3 2021, down 2.6% quarter-over-quarter.
- 12 funds opened new CBIZ positions in Q3 2021 and 18 closed out, a net change of -6 holders.
- The largest CBIZ buyer in Q3 2021 was William Blair Investment Management, an estimated $43.6M added.
- The largest CBIZ seller in Q3 2021 was Mawer Investment Management, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2021.