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First Business Financial Services
FBIZ

89 hedge funds and large institutions have $177M invested in First Business Financial Services in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

3% more funds holding

Funds holding: 86 → 89 (+3)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $180M → $177M (-$3.34M)

2.03% less ownership

Funds ownership: 65.72% → 63.69% (-2%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
29
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$2.18M
2
Millennium Management
Millennium Management
New York
+$1.27M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$547K
4
State Street
State Street
Massachusetts
+$406K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$388K

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$4.22M
2
PRCP
Pacific Ridge Capital Partners
Oregon
-$2.26M
3
Invesco
Invesco
Georgia
-$1.15M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.11M
5
MI
M3F Inc
Utah
-$991K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
26
Uncommon Cents Investing
Wisconsin
$1.29M – – –
Millennium Management
27
Millennium Management
New York
$1.26M +$1.27M +34,401 New
EI
28
EAM Investors
California
$1.18M -$3.71K -101 -0.3%
N
29
Nuveen
North Carolina
$984K -$147K -3,999 -13%
Goldman Sachs
30
Goldman Sachs
New York
$959K +$117K +3,172 +14%
First Trust Advisors
31
First Trust Advisors
Illinois
$911K -$911K -24,772 -50%
GCM
32
Gator Capital Management
Florida
$872K – – –
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$847K -$780K -21,215 -48%
Morgan Stanley
34
Morgan Stanley
New York
$839K +$87.6K +2,381 +12%
AQR Capital Management
35
AQR Capital Management
Connecticut
$787K -$639K -17,366 -45%
Two Sigma Investments
36
Two Sigma Investments
New York
$775K +$10.9K +296 +1%
PAM
37
Panagora Asset Management
Massachusetts
$766K -$86.2K -2,345 -10%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$765K +$33.5K +912 +5%
Charles Schwab
39
Charles Schwab
California
$760K +$28.9K +786 +4%
Barclays
40
Barclays
United Kingdom
$753K +$66.7K +1,813 +10%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$751K -$33.1K -900 -4%
Bank of America
42
Bank of America
North Carolina
$740K +$125K +3,404 +20%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$705K +$3.68K +100 +0.5%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$540K – – –
Wells Fargo
45
Wells Fargo
California
$512K -$8.75K -238 -2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$501K +$34.4K +935 +7%
Ameriprise
47
Ameriprise
Minnesota
$471K – – –
Invesco
48
Invesco
Georgia
$448K -$1.15M -31,249 -72%
GC
49
Globeflex Capital
California
$443K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$435K +$10.3K +280 +2%
1
2
3 4

FBIZ Hedge Fund Activity: Q4 2022 in Review

89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2022, worth a combined $177M — down 1.9% from $180M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 5 closed out — a net gain of 4 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $2.18M. The largest seller was Banc Funds Company, cutting an estimated $4.22M.

  • 89 institutional investors held First Business Financial Services (FBIZ) as of Q4 2022, up from 86 in Q3 2022.
  • Funds reported $177M of First Business Financial Services stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest First Business Financial Services buyer in Q4 2022 was BlackRock, an estimated $2.18M added.
  • The largest First Business Financial Services seller in Q4 2022 was Banc Funds Company, an estimated $4.22M sold.

Based on aggregated 13F filings for Q4 2022.