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First Business Financial Services
FBIZ

79 hedge funds and large institutions have $86.1M invested in First Business Financial Services in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% less ownership

Funds ownership: 65.11% → 64.65% (-0.46%)

4% less funds holding

Funds holding: 82 → 79 (-3)

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

42% less capital invested

Capital invested by funds: $147M → $86.1M (-$61.2M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
25
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.19M
2
MI
M3F Inc
Utah
+$461K
3
PRCP
Pacific Ridge Capital Partners
Oregon
+$256K
4
Invesco
Invesco
Georgia
+$174K
5
PPA
Parametric Portfolio Associates
Washington
+$159K

Top Sellers

Rank Fund Capital Flow
1
FBFS
First Business Financial Services
Wisconsin
-$344K
2
BCM
BHZ Capital Management
California
-$342K
3
JP Morgan Chase
JP Morgan Chase
New York
-$285K
4
Goldman Sachs
Goldman Sachs
New York
-$283K
5
Morgan Stanley
Morgan Stanley
New York
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$716K +$72.8K +3,189 +7%
MSL
27
Mackay Shields LLC
New York
$655K -$34.3K -1,500 -3%
Federated Hermes
28
Federated Hermes
Pennsylvania
$625K -$58.1K -2,543 -6%
N
29
Nuveen
North Carolina
$475K +$959 +42 +0.1%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$467K +$45.9K +2,009 +7%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$436K -$44.5K -1,948 -6%
EVC
32
Eidelman Virant Capital
Missouri
$424K -$57.1K -2,500 -8%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$416K -$23.1K -1,012 -4%
Prudential Financial
34
Prudential Financial
New Jersey
$393K -$6.85K -300 -1%
WAM
35
Wakefield Asset Management
Colorado
$381K +$66.9K +2,930 +14%
Wells Fargo
36
Wells Fargo
California
$369K -$200K -8,768 -27%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$366K -$60K -2,625 -10%
SO
38
STRS Ohio
Ohio
$358K – – –
Ameriprise
39
Ameriprise
Minnesota
$358K +$43.5K +1,905 +9%
Invesco
40
Invesco
Georgia
$353K +$174K +7,613 +50%
Millennium Management
41
Millennium Management
New York
$320K -$165K -7,217 -26%
Bessemer Group
42
Bessemer Group
New Jersey
$316K – – –
GC
43
Globeflex Capital
California
$316K – – –
Charles Schwab
44
Charles Schwab
California
$311K – – –
NAS
45
Nicolet Advisory Services
Wisconsin
$292K – – –
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$279K -$89.1K -3,901 -18%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$268K +$104K +4,570 +36%
PPA
48
Parametric Portfolio Associates
Washington
$237K +$159K +6,976 +84%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$204K +$3.36K +147 +1%
WG
50
Winton Group
United Kingdom
$183K +$27.2K +1,192 +11%
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FBIZ Hedge Fund Activity: Q1 2020 in Review

79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2020, worth a combined $86.1M — down 42% from $147M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FBIZ and 2 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 25 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $1.19M. The largest seller was First Business Financial Services, cutting an estimated $344K.

  • 79 institutional investors held First Business Financial Services (FBIZ) as of Q1 2020, down from 82 in Q4 2019.
  • Funds reported $86.1M of First Business Financial Services stock for Q1 2020, down 42% quarter-over-quarter.
  • 2 funds opened new First Business Financial Services positions in Q1 2020 and 4 closed out, a net change of -2 holders.
  • The largest First Business Financial Services buyer in Q1 2020 was Franklin Resources, an estimated $1.19M added.
  • The largest First Business Financial Services seller in Q1 2020 was First Business Financial Services, an estimated $344K sold.

Based on aggregated 13F filings for Q1 2020.