FBIZ icon

First Business Financial Services
FBIZ

Overview Fund Activity

72 hedge funds and large institutions have $92.5M invested in First Business Financial Services in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+20
Holders Change %
+38.46%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$4.74M
2
EI
2
EAM Investors
California
$1.86M
3
State Street
3
State Street
Massachusetts
$1.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.58M
5
TC
5
TFS Capital
Pennsylvania
$1.34M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$1.88M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.42M
3
BG
3
BlackRock Group
United Kingdom
$0
4
BCMU
4
BlueCrest Capital Management (UK)
Guernsey
$0
5
U
5
UBS
Switzerland
$77K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$858K +$858K +36,496 New
EVM
27
Eaton Vance Management
Massachusetts
$788K -$2.26K -96 -0.3%
Morgan Stanley
28
Morgan Stanley
New York
$688K +$214K +9,120 +45%
Stifel Financial
29
Stifel Financial
Missouri
$651K -$27.6K -1,174 -4%
HIM
30
Hillsdale Investment Management
Ontario, Canada
$621K +$451K +19,162 +265%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$619K +$619K +26,318 New
BIM
32
BlackRock Investment Management
Delaware
$577K +$577K +24,524 New
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$534K – – –
CIC
34
Cornercap Investment Counsel
Georgia
$522K – – –
SWM
35
SVA Wealth Management
Wisconsin
$521K – – –
GCP
36
GSA Capital Partners
United Kingdom
$519K +$47.1K +2,000 +10%
Charles Schwab
37
Charles Schwab
California
$494K +$494K +20,980 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$468K +$185K +7,852 +65%
RFC
39
Russell Frank Company
Washington
$440K +$404K +18,898 +1,110%
PAM
40
Panagora Asset Management
Massachusetts
$410K +$111K +4,714 +37%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$339K +$339K +14,400 New
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$327K +$3.86K +164 +1%
MAA
43
Managed Account Advisors
New Jersey
$319K -$18.1K -772 -5%
NFA
44
Nationwide Fund Advisors
Ohio
$311K +$311K +13,242 New
EGA
45
Eagle Global Advisors
Texas
$299K +$299K +12,720 New
TA
46
Teachers Advisors
New York
$263K +$263K +11,188 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$256K +$256K +10,900 New
B
48
Baird
Wisconsin
$232K – – –
Northern Trust
49
Northern Trust
Illinois
$232K +$232K +9,876 New
Invesco
50
Invesco
Georgia
$227K -$46.8K -1,992 -17%
1
2
3 4