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First Business Financial Services
FBIZ

81 hedge funds and large institutions have $90.5M invested in First Business Financial Services in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more capital invested

Capital invested by funds: $86.1M → $90.5M (+$4.39M)

3% more funds holding

Funds holding: 79 → 81 (+2)

0.03% more ownership

Funds ownership: 64.65% → 64.68% (+0.03%)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.1M
2
WG
Winton Group
United Kingdom
+$386K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$329K
4
Goldman Sachs
Goldman Sachs
New York
+$269K
5
Bank of America
Bank of America
North Carolina
+$261K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$505K
2
BCM
Bridgeway Capital Management
Texas
-$456K
3
WAM
Wakefield Asset Management
Colorado
-$381K
4
Millennium Management
Millennium Management
New York
-$320K
5
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
26
Mackay Shields LLC
New York
$681K -$14.1K -900 -2%
Federated Hermes
27
Federated Hermes
Pennsylvania
$672K +$7.52K +481 +1%
WG
28
Winton Group
United Kingdom
$600K +$386K +24,666 +209%
Franklin Resources
29
Franklin Resources
California
$550K -$229K -14,656 -28%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$495K – – –
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$484K +$40.7K +2,601 +10%
N
32
Nuveen
North Carolina
$477K -$26K -1,665 -5%
Prudential Financial
33
Prudential Financial
New Jersey
$418K +$1.44K +92 +0.4%
SO
34
STRS Ohio
Ohio
$414K +$32.8K +2,100 +9%
Invesco
35
Invesco
Georgia
$410K +$33.7K +2,154 +9%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$385K -$73.3K -4,690 -17%
Wells Fargo
37
Wells Fargo
California
$364K -$25.4K -1,627 -7%
Bank of America
38
Bank of America
North Carolina
$347K +$261K +16,673 +376%
EVC
39
Eidelman Virant Capital
Missouri
$339K -$105K -6,724 -25%
Bessemer Group
40
Bessemer Group
New Jersey
$336K – – –
GC
41
Globeflex Capital
California
$335K -$563 -36 -0.2%
Charles Schwab
42
Charles Schwab
California
$330K – – –
NAS
43
Nicolet Advisory Services
Wisconsin
$310K – – –
Goldman Sachs
44
Goldman Sachs
New York
$283K +$269K +17,231 New
Ameriprise
45
Ameriprise
Minnesota
$277K -$96.9K -6,200 -27%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$271K -$23.4K -1,497 -8%
PPA
47
Parametric Portfolio Associates
Washington
$253K +$1.39K +89 +0.6%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$231K -$150K -9,587 -41%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$222K -$59.2K -3,785 -22%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$216K – – –
1
2
3 4

FBIZ Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2020, worth a combined $90.5M — up 5.1% from $86.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FBIZ positions and 3 closed out — a net gain of 2 holders — while 27 added to existing stakes and 33 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.1M. The largest seller was Renaissance Technologies, cutting an estimated $505K.

  • 81 institutional investors held First Business Financial Services (FBIZ) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $90.5M of First Business Financial Services stock for Q2 2020, up 5.1% quarter-over-quarter.
  • 5 funds opened new First Business Financial Services positions in Q2 2020 and 3 closed out, a net change of +2 holders.
  • The largest First Business Financial Services buyer in Q2 2020 was Pacific Ridge Capital Partners, an estimated $1.1M added.
  • The largest First Business Financial Services seller in Q2 2020 was Renaissance Technologies, an estimated $505K sold.

Based on aggregated 13F filings for Q2 2020.