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First Business Financial Services
FBIZ

75 hedge funds and large institutions have $108M invested in First Business Financial Services in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 75 → 75 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.18% less ownership

Funds ownership: 63.15% → 62.97% (-0.18%)

16% less capital invested

Capital invested by funds: $128M → $108M (-$20.2M)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
25
Reduced
34
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
BHZ Capital Management
California
+$1.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.02M
3
MI
M3F Inc
Utah
+$797K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$580K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$534K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.9M
2
BFC
Banc Funds Company
Illinois
-$1.02M
3
ROC
River Oaks Capital
Minnesota
-$589K
4
Renaissance Technologies
Renaissance Technologies
New York
-$491K
5
Deutsche Bank
Deutsche Bank
Germany
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$911K -$18.7K -904 -2%
Millennium Management
27
Millennium Management
New York
$893K -$96.5K -4,656 -9%
MAM
28
Martingale Asset Management
Massachusetts
$885K -$47.7K -2,300 -5%
ROC
29
River Oaks Capital
Minnesota
$835K -$589K -28,400 -40%
Federated Hermes
30
Federated Hermes
Pennsylvania
$830K -$272K -13,116 -24%
Deutsche Bank
31
Deutsche Bank
Germany
$655K -$419K -20,238 -38%
Wells Fargo
32
Wells Fargo
California
$645K -$42.2K -2,038 -6%
EVC
33
Eidelman Virant Capital
Missouri
$644K +$16.5K +794 +2%
SO
34
STRS Ohio
Ohio
$483K – – –
Prudential Financial
35
Prudential Financial
New Jersey
$469K +$18.4K +890 +4%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$443K – – –
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$443K +$37.6K +1,816 +9%
Morgan Stanley
38
Morgan Stanley
New York
$442K -$82.6K -3,988 -15%
Charles Schwab
39
Charles Schwab
California
$371K +$38.1K +1,840 +11%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$365K -$34.9K -1,685 -8%
TCIM
41
TIAA CREF Investment Management
New York
$362K -$456 -22 -0.1%
O
42
OppenheimerFunds
New York
$339K -$65.7K -3,171 -15%
WCM
43
Wedge Capital Management
North Carolina
$281K – – –
OAM
44
Oxford Asset Management
United Kingdom
$266K – – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$264K – – –
TA
46
Teachers Advisors
New York
$264K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$261K -$642 -31 -0.2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$254K +$6.16K +297 +2%
Bessemer Group
49
Bessemer Group
New Jersey
$246K – – –
MSL
50
Mackay Shields LLC
New York
$233K -$27.4K -1,323 -10%
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FBIZ Hedge Fund Activity: Q4 2018 in Review

75 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2018, worth a combined $108M — down 16% from $128M a quarter earlier.

Fund positioning in FBIZ was balanced in Q4 2018: 2 funds opened new positions, 2 closed out, 25 added to existing stakes and 34 trimmed.

The largest buyer was BHZ Capital Management, adding an estimated $1.8M. The largest seller was Wellington Management Group, cutting an estimated $2.9M.

  • 75 institutional investors held First Business Financial Services (FBIZ) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $108M of First Business Financial Services stock for Q4 2018, down 16% quarter-over-quarter.
  • 2 funds opened new First Business Financial Services positions in Q4 2018 and 2 closed out, a net change of 0 holders.
  • The largest First Business Financial Services buyer in Q4 2018 was BHZ Capital Management, an estimated $1.8M added.
  • The largest First Business Financial Services seller in Q4 2018 was Wellington Management Group, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2018.