CBIZ
169 hedge funds and large institutions have $1.82B invested in CBIZ in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
21% more capital invested
Capital invested by funds: $1.51B → $1.82B (+$311M)
6% more funds holding
Funds holding: 160 → 169 (+9)
0.84% more ownership
Funds ownership: 88.34% → 89.18% (+0.84%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 67
51% less call options, than puts
Call options by funds: $160K | Put options by funds: $329K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$33.6M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$12.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.69M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$2.26M |
| 5 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$105M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.3M |
| 3 |
Millennium Management
New York
|
-$9.35M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$5.64M |
| 5 |
Morgan Stanley
New York
|
-$4.99M |
CBZ Hedge Fund Activity: Q4 2021 in Review
169 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2021, worth a combined $1.82B — up 21% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CBZ positions and 17 closed out — a net gain of 10 holders — while 47 added to existing stakes and 67 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $33.6M. The largest seller was Wells Fargo, cutting an estimated $105M.
- 169 institutional investors held CBIZ (CBZ) as of Q4 2021, up from 160 in Q3 2021.
- Funds reported $1.82B of CBIZ stock for Q4 2021, up 21% quarter-over-quarter.
- 27 funds opened new CBIZ positions in Q4 2021 and 17 closed out, a net change of +10 holders.
- The largest CBIZ buyer in Q4 2021 was Victory Capital Management, an estimated $33.6M added.
- The largest CBIZ seller in Q4 2021 was Wells Fargo, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2021.