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First Business Financial Services

70 hedge funds and large institutions have $99.1M invested in First Business Financial Services in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $77.2M → $99.1M (+$22M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.05% less ownership

Funds ownership: 63.29%63.24% (-0.05%)

4% less funds holding

Funds holding: 7370 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
28
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$584K -$56.4K -3,118 -9%
MSL
27
Mackay Shields LLC
New York
$563K -$139K -7,700 -20%
Bank of America
28
Bank of America
North Carolina
$563K +$192K +10,632 +53%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$540K -$1.81K -100 -0.3%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$489K -$46.5K -2,570 -9%
Wells Fargo
31
Wells Fargo
California
$477K -$26.4K -1,457 -5%
Prudential Financial
32
Prudential Financial
New Jersey
$464K
SO
33
STRS Ohio
Ohio
$463K
HSBC Holdings
34
HSBC Holdings
United Kingdom
$407K +$153K +8,480 +65%
EVC
35
Eidelman Virant Capital
Missouri
$375K -$7.24K -400 -2%
Barclays
36
Barclays
United Kingdom
$370K +$160K +8,857 +79%
UCI
37
Uncommon Cents Investing
Wisconsin
$368K +$361K +19,970 New
Charles Schwab
38
Charles Schwab
California
$367K +$21.4K +1,181 +6%
WG
39
Winton Group
United Kingdom
$348K -$280K -15,465 -45%
NAS
40
Nicolet Advisory Services
Wisconsin
$347K
Goldman Sachs
41
Goldman Sachs
New York
$343K -$44.3K -2,451 -12%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$304K
PPA
43
Parametric Portfolio Associates
Washington
$258K -$7.51K -415 -3%
Ameriprise
44
Ameriprise
Minnesota
$251K +$24.8K +1,372 +11%
Invesco
45
Invesco
Georgia
$249K -$57.6K -3,184 -19%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$248K +$30.8K +1,702 +14%
WCM
47
Wedge Capital Management
North Carolina
$238K
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$226K -$15.6K -864 -7%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$216K -$16.5K -914 -7%
Squarepoint
50
Squarepoint
New York
$215K +$211K +11,679 New

FBIZ Hedge Fund Activity: Q4 2020 in Review

70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2020, worth a combined $99.1M — up 28% from $77.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FBIZ and 3 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $529K. The largest seller was Morgan Stanley, cutting an estimated $456K.

  • 70 institutional investors held First Business Financial Services (FBIZ) as of Q4 2020, down from 73 in Q3 2020.
  • Funds reported $99.1M of First Business Financial Services stock for Q4 2020, up 28% quarter-over-quarter.
  • 3 funds opened new First Business Financial Services positions in Q4 2020 and 6 closed out, a net change of -3 holders.
  • The largest First Business Financial Services buyer in Q4 2020 was BlackRock, an estimated $529K added.
  • The largest First Business Financial Services seller in Q4 2020 was Morgan Stanley, an estimated $456K sold.

Based on aggregated 13F filings for Q4 2020.