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First Business Financial Services
FBIZ

76 hedge funds and large institutions have $144M invested in First Business Financial Services in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $140M → $144M (+$4.03M)

1.52% less ownership

Funds ownership: 60.35% → 58.83% (-1.5%)

3% less funds holding

Funds holding: 78 → 76 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
24
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.03M
2
Goldman Sachs
Goldman Sachs
New York
+$664K
3
BlackRock
BlackRock
New York
+$657K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$611K
5
CCM
Cutler Capital Management
Massachusetts
+$553K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$5.31M
2
Millennium Management
Millennium Management
New York
-$1.62M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$891K
4
PPA
Parametric Portfolio Associates
Washington
-$775K
5
Renaissance Technologies
Renaissance Technologies
New York
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$1.43M +$252K +9,122 +22%
VIM
27
Vista Investment Management
Pennsylvania
$1.25M -$7.27K -263 -0.6%
SFI
28
Susquehanna Fundamental Investments
Pennsylvania
$988K – – –
Federated Hermes
29
Federated Hermes
Pennsylvania
$934K -$7.87K -285 -0.9%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$822K +$140K +5,059 +21%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$760K – – –
State Street
32
State Street
Massachusetts
$696K +$49.7K +1,800 +8%
E
33
Ergoteles
New York
$629K +$5.91K +214 +1%
Barclays
34
Barclays
United Kingdom
$623K +$23.3K +844 +4%
UCI
35
Uncommon Cents Investing
Wisconsin
$619K +$41.3K +1,494 +7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$616K -$5.22K -189 -0.9%
HF
37
HRT Financial
New York
$601K -$75.4K -2,730 -12%
Bank of America
38
Bank of America
North Carolina
$597K -$53.4K -1,933 -8%
WG
39
Winton Group
United Kingdom
$574K -$8.23K -298 -1%
Marshall Wace
40
Marshall Wace
United Kingdom
$558K -$154K -5,571 -22%
NAS
41
Nicolet Advisory Services
Wisconsin
$542K – – –
Morgan Stanley
42
Morgan Stanley
New York
$528K +$164K +5,926 +48%
KCM
43
Kennedy Capital Management
Missouri
$518K +$6.19K +224 +1%
American Century Companies
44
American Century Companies
Missouri
$513K +$68.8K +2,490 +16%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$459K +$442K +15,994 New
Two Sigma Advisers
46
Two Sigma Advisers
New York
$459K +$442K +16,000 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$448K +$34.1K +1,233 +9%
EVC
48
Eidelman Virant Capital
Missouri
$395K – – –
Two Sigma Investments
49
Two Sigma Investments
New York
$393K +$378K +13,684 New
GC
50
Globeflex Capital
California
$348K +$335K +12,134 New
1
2
3 4

FBIZ Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q3 2021, worth a combined $144M — up 2.9% from $140M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FBIZ and 9 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 24 added.

The largest buyer was Fourthstone LLC, adding an estimated $1.03M. The largest seller was Banc Funds Company, cutting an estimated $5.31M.

  • 76 institutional investors held First Business Financial Services (FBIZ) as of Q3 2021, down from 78 in Q2 2021.
  • Funds reported $144M of First Business Financial Services stock for Q3 2021, up 2.9% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q3 2021 and 11 closed out, a net change of -2 holders.
  • The largest First Business Financial Services buyer in Q3 2021 was Fourthstone LLC, an estimated $1.03M added.
  • The largest First Business Financial Services seller in Q3 2021 was Banc Funds Company, an estimated $5.31M sold.

Based on aggregated 13F filings for Q3 2021.