CBIZ
227 hedge funds and large institutions have $1.93B invested in CBIZ in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 68 increasing their positions, 88 reducing their positions, and 13 closing their positions.
177% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 13
9% more funds holding
Funds holding: 208 → 227 (+19)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $1.95B → $1.93B (-$23.1M)
7.67% less ownership
Funds ownership: 88.77% → 81.1% (-7.7%)
23% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 88
29% less call options, than puts
Call options by funds: $397K | Put options by funds: $562K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$165M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$17.9M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$9.82M |
| 4 |
BlackRock
New York
|
+$6.74M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
-$34.5M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$32.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$12.1M |
| 4 |
Millennium Management
New York
|
-$11.8M |
| 5 |
First Manhattan
New York
|
-$5.6M |
CBZ Hedge Fund Activity: Q4 2022 in Review
227 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q4 2022, worth a combined $1.93B — down 1.2% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CBZ positions and 13 closed out — a net gain of 23 holders — while 68 added to existing stakes and 88 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $165M. The largest seller was P2 Capital Partners, cutting an estimated $34.5M.
- 227 institutional investors held CBIZ (CBZ) as of Q4 2022, up from 208 in Q3 2022.
- Funds reported $1.93B of CBIZ stock for Q4 2022, down 1.2% quarter-over-quarter.
- 36 funds opened new CBIZ positions in Q4 2022 and 13 closed out, a net change of +23 holders.
- The largest CBIZ buyer in Q4 2022 was Morgan Stanley, an estimated $165M added.
- The largest CBIZ seller in Q4 2022 was P2 Capital Partners, an estimated $34.5M sold.
Based on aggregated 13F filings for Q4 2022.