CBIZ
173 hedge funds and large institutions have $1.98B invested in CBIZ in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 88 reducing their positions, and 16 closing their positions.
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
9% more capital invested
Capital invested by funds: $1.82B → $1.98B (+$164M)
2% more funds holding
Funds holding: 169 → 173 (+4)
1.29% more ownership
Funds ownership: 89.18% → 90.47% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
57% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 88
99% less call options, than puts
Call options by funds: $8K | Put options by funds: $818K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$36.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$27.5M |
| 3 |
B
BloombergSen
Toronto,
Ontario, Canada
|
+$19M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$14.3M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.7M |
| 2 |
PIM
Paradice Investment Management
Denver,
Colorado
|
-$12.5M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$8.41M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$8.02M |
| 5 |
First Manhattan
New York
|
-$4.94M |
CBZ Hedge Fund Activity: Q1 2022 in Review
173 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2022, worth a combined $1.98B — up 9% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CBZ positions and 16 closed out — a net gain of 5 holders — while 38 added to existing stakes and 88 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $36.9M. The largest seller was Wellington Management Group, cutting an estimated $12.7M.
- 173 institutional investors held CBIZ (CBZ) as of Q1 2022, up from 169 in Q4 2021.
- Funds reported $1.98B of CBIZ stock for Q1 2022, up 9% quarter-over-quarter.
- 21 funds opened new CBIZ positions in Q1 2022 and 16 closed out, a net change of +5 holders.
- The largest CBIZ buyer in Q1 2022 was Goldman Sachs, an estimated $36.9M added.
- The largest CBIZ seller in Q1 2022 was Wellington Management Group, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2022.