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First Business Financial Services
FBIZ

Overview Fund Activity

68 hedge funds and large institutions have $85.7M invested in First Business Financial Services in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.53M
2
EVM
2
Eaton Vance Management
Massachusetts
$1.66M
3
MAM
3
Martingale Asset Management
Massachusetts
$833K
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$546K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.77M

Top Sellers

1
TC
1
TFS Capital
Pennsylvania
$0
2
Wells Fargo
2
Wells Fargo
California
$1.1M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$0
5
AWCI
5
Alpine Woods Capital Investors
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$861K +$220K +10,022 +34%
MAM
27
Martingale Asset Management
Massachusetts
$833K +$833K +37,918 New
GCP
28
GSA Capital Partners
United Kingdom
$743K +$259K +11,800 +54%
Stifel Financial
29
Stifel Financial
Missouri
$735K +$127K +5,762 +21%
TCIM
30
TIAA CREF Investment Management
New York
$719K -$82.1K -3,742 -10%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$706K +$269K +12,244 +62%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$579K +$571 +26 +0.1%
BIM
33
BlackRock Investment Management
Delaware
$567K +$28.6K +1,302 +5%
MAA
34
Managed Account Advisors
New Jersey
$554K +$256K +11,674 +86%
NFA
35
Nationwide Fund Advisors
Ohio
$548K +$257K +11,728 +89%
Federated Hermes
36
Federated Hermes
Pennsylvania
$546K +$538K +24,514 +6,772%
Charles Schwab
37
Charles Schwab
California
$520K +$58.8K +2,674 +13%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$498K – – –
SWM
39
SVA Wealth Management
Wisconsin
$487K – – –
CIC
40
Cornercap Investment Counsel
Georgia
$479K -$8.56K -390 -2%
RFC
41
Russell Frank Company
Washington
$452K – – –
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$375K +$71.9K +3,292 +24%
AWCI
43
Alpine Woods Capital Investors
New York
$373K -$349K -15,902 -48%
DM
44
Delphi Management
Massachusetts
$370K +$177K +8,050 +92%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$318K +$1.8K +82 +0.6%
ST
46
Smithfield Trust
Pennsylvania
$282K +$177K +8,080 +170%
TA
47
Teachers Advisors
New York
$246K – – –
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$239K – – –
B
49
Baird
Wisconsin
$216K – – –
Two Sigma Investments
50
Two Sigma Investments
New York
$211K +$211K +9,600 New
1
2
3 4