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First Business Financial Services
FBIZ

86 hedge funds and large institutions have $180M invested in First Business Financial Services in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

5% more capital invested

Capital invested by funds: $172M → $180M (+$8.05M)

0.5% more ownership

Funds ownership: 65.21% → 65.72% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 90 → 86 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
34
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.57M
2
First Trust Advisors
First Trust Advisors
Illinois
+$1.65M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.29M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$879K
5
MI
M3F Inc
Utah
+$606K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.23M
2
BCM
Bridgeway Capital Management
Texas
-$1.11M
3
BCM
BHZ Capital Management
California
-$1.08M
4
Millennium Management
Millennium Management
New York
-$844K
5
Two Sigma Investments
Two Sigma Investments
New York
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$1.45M +$129K +3,887 +10%
Invesco
27
Invesco
Georgia
$1.41M -$139K -4,199 -9%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.26M +$1.29M +38,910 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.22M +$72.9K +2,196 +6%
UCI
30
Uncommon Cents Investing
Wisconsin
$1.15M +$29.9K +900 +3%
EI
31
EAM Investors
California
$1.05M -$183K -5,519 -15%
Federated Hermes
32
Federated Hermes
Pennsylvania
$1M -$18.5K -556 -2%
N
33
Nuveen
North Carolina
$998K +$133 +4 +0%
GCM
34
Gator Capital Management
Florida
$771K – – –
PAM
35
Panagora Asset Management
Massachusetts
$753K +$246K +7,410 +47%
Goldman Sachs
36
Goldman Sachs
New York
$745K +$114K +3,430 +17%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$693K -$151K -4,556 -18%
Two Sigma Investments
38
Two Sigma Investments
New York
$676K -$661K -19,924 -49%
Morgan Stanley
39
Morgan Stanley
New York
$665K +$219K +6,594 +47%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$647K -$141K -4,242 -17%
Charles Schwab
41
Charles Schwab
California
$647K +$830 +25 +0.1%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$620K -$641K -19,300 -50%
Barclays
43
Barclays
United Kingdom
$607K +$12K +362 +2%
Bank of America
44
Bank of America
North Carolina
$544K +$39.1K +1,179 +8%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$484K +$51.4K +1,548 +12%
Wells Fargo
46
Wells Fargo
California
$461K +$470K +14,149 +14,587%
Ameriprise
47
Ameriprise
Minnesota
$416K +$110K +3,304 +34%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$414K +$25K +754 +6%
GC
49
Globeflex Capital
California
$392K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$376K +$21.8K +658 +6%
1
2
3 4

FBIZ Hedge Fund Activity: Q3 2022 in Review

86 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q3 2022, worth a combined $180M — up 4.7% from $172M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FBIZ and 6 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 34 added.

The largest buyer was BlackRock, adding an estimated $3.57M. The largest seller was Renaissance Technologies, cutting an estimated $1.23M.

  • 86 institutional investors held First Business Financial Services (FBIZ) as of Q3 2022, down from 90 in Q2 2022.
  • Funds reported $180M of First Business Financial Services stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q3 2022 and 9 closed out, a net change of -3 holders.
  • The largest First Business Financial Services buyer in Q3 2022 was BlackRock, an estimated $3.57M added.
  • The largest First Business Financial Services seller in Q3 2022 was Renaissance Technologies, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2022.