We are live on ! Find out more
FBIZ icon

First Business Financial Services

75 hedge funds and large institutions have $101M invested in First Business Financial Services in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

12% more funds holding

Funds holding: 6775 (+8)

11% more capital invested

Capital invested by funds: $90.8M → $101M (+$9.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$800K +$26.7K +1,184 +4%
BIM
27
BlackRock Investment Management
Delaware
$759K +$133K +5,906 +22%
MAM
28
Martingale Asset Management
Massachusetts
$737K -$36.1K -1,602 -5%
Charles Schwab
29
Charles Schwab
California
$636K
MAA
30
Managed Account Advisors
New Jersey
$603K -$90.4K -4,010 -13%
Stifel Financial
31
Stifel Financial
Missouri
$578K -$125K -5,562 -18%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$557K -$61.8K -2,744 -10%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$532K
SWM
34
SVA Wealth Management
Wisconsin
$520K
Morgan Stanley
35
Morgan Stanley
New York
$508K -$151K -6,702 -24%
CIC
36
Cornercap Investment Counsel
Georgia
$497K
PCA
37
PL Capital Advisors
Florida
$483K -$338K -15,000 -42%
EVM
38
Eaton Vance Management
Massachusetts
$446K -$1.81M -80,138 -81%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$445K +$428K +19,000 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$427K +$37.2K +1,652 +10%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$371K +$29.1K +1,290 +9%
AWCI
42
Alpine Woods Capital Investors
New York
$352K
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$335K +$322K +14,300 New
TA
44
Teachers Advisors
New York
$283K +$37.4K +1,660 +16%
PCM
45
Palouse Capital Management
Washington
$283K +$272K +12,074 New
RFC
46
Russell Frank Company
Washington
$269K -$27.1K -1,204 -9%
DM
47
Delphi Management
Massachusetts
$262K +$252K +11,176 New
Geode Capital Management
48
Geode Capital Management
Massachusetts
$255K +$24.5K +1,088 +11%
GCP
49
GSA Capital Partners
United Kingdom
$250K -$126K -5,600 -34%
AIG
50
American International Group
New York
$248K +$14.7K +652 +7%