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First Business Financial Services
FBIZ

79 hedge funds and large institutions have $143M invested in First Business Financial Services in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

7% more funds holding

Funds holding: 74 → 79 (+5)

2% more capital invested

Capital invested by funds: $139M → $143M (+$3.22M)

0.37% less ownership

Funds ownership: 63.05% → 62.68% (-0.37%)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.16M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.02M
3
HIM
Hillsdale Investment Management
Ontario, Canada
+$760K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$616K
5
Millennium Management
Millennium Management
New York
+$576K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.75M
2
Mariner
Mariner
Kansas
-$874K
3
BCM
Buckhead Capital Management
Georgia
-$831K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$423K
5
LSV Asset Management
LSV Asset Management
Illinois
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
26
Vista Investment Management
Pennsylvania
$1.26M -$6.46K -250 -0.5%
MAM
27
Martingale Asset Management
Massachusetts
$1.24M -$33.6K -1,300 -3%
Wells Fargo
28
Wells Fargo
California
$981K +$132K +5,099 +16%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$901K +$436K +16,863 +95%
HIM
30
Hillsdale Investment Management
Ontario, Canada
$765K +$760K +29,400 New
SO
31
STRS Ohio
Ohio
$686K – – –
Russell Investments Group
32
Russell Investments Group
United Kingdom
$604K -$423K -16,352 -41%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$590K – – –
Prudential Financial
34
Prudential Financial
New Jersey
$589K +$62.8K +2,430 +12%
Millennium Management
35
Millennium Management
New York
$580K +$576K +22,308 New
EVC
36
Eidelman Virant Capital
Missouri
$577K – – –
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$526K +$18.3K +709 +4%
Morgan Stanley
38
Morgan Stanley
New York
$497K +$29.1K +1,126 +6%
TCIM
39
TIAA CREF Investment Management
New York
$495K -$135K -5,208 -21%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$435K -$12.9K -500 -3%
Charles Schwab
41
Charles Schwab
California
$423K +$37.9K +1,468 +10%
WCM
42
Wedge Capital Management
North Carolina
$375K +$372K +14,413 New
O
43
OppenheimerFunds
New York
$373K +$73.8K +2,856 +25%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$358K -$2.95K -114 -0.8%
TA
45
Teachers Advisors
New York
$354K – – –
Baird Financial Group
46
Baird Financial Group
Wisconsin
$352K +$47.8K +1,848 +16%
OAM
47
Oxford Asset Management
United Kingdom
$347K +$344K +13,303 New
MSL
48
Mackay Shields LLC
New York
$345K -$103K -4,000 -23%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$330K +$4.34K +168 +1%
Bessemer Group
50
Bessemer Group
New Jersey
$328K – – –
1
2
3 4

FBIZ Hedge Fund Activity: Q2 2018 in Review

79 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2018, worth a combined $143M — up 2.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.16M. The largest seller was Wellington Management Group, cutting an estimated $6.75M.

  • 79 institutional investors held First Business Financial Services (FBIZ) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $143M of First Business Financial Services stock for Q2 2018, up 2.3% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q2 2018 and 4 closed out, a net change of +5 holders.
  • The largest First Business Financial Services buyer in Q2 2018 was Pacific Ridge Capital Partners, an estimated $1.16M added.
  • The largest First Business Financial Services seller in Q2 2018 was Wellington Management Group, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2018.