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First Business Financial Services
FBIZ

Overview Fund Activity

85 hedge funds and large institutions have $163M invested in First Business Financial Services in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
34
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
Pacific Ridge Capital Partners
Oregon
$4.77M
2
Federated Hermes
Federated Hermes
Pennsylvania
$1.98M
3
LSV Asset Management
LSV Asset Management
Illinois
$3.25M
4
American Century Companies
American Century Companies
Missouri
$1.98M
5
CCM
Cutler Capital Management
Massachusetts
$4.44M

Top Sellers

1
EI
EAM Investors
California
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$0
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.69M
4
Wells Fargo
Wells Fargo
California
$45.8K
5
PAM
Panagora Asset Management
Massachusetts
$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.19M -$25.4K -834 -2%
UCI
27
Uncommon Cents Investing
Wisconsin
$1.07M -$7.78K -255 -0.7%
Goldman Sachs
28
Goldman Sachs
New York
$1.05M +$249K +8,177 +31%
Millennium Management
29
Millennium Management
New York
$799K -$251K -8,211 -24%
GCM
30
Gator Capital Management
Florida
$728K – – –
First Trust Advisors
31
First Trust Advisors
Illinois
$718K -$42.2K -1,383 -6%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$700K +$61.1K +2,000 +10%
Barclays
33
Barclays
United Kingdom
$685K +$56.5K +1,852 +9%
Morgan Stanley
34
Morgan Stanley
New York
$660K -$40K -1,310 -6%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$647K -$59.7K -1,956 -8%
Charles Schwab
36
Charles Schwab
California
$640K +$5.55K +182 +0.9%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$622K +$33.6K +1,100 +6%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$613K -$209K -6,833 -25%
Two Sigma Investments
39
Two Sigma Investments
New York
$528K -$119K -3,907 -18%
Invesco
40
Invesco
Georgia
$506K +$132K +4,325 +35%
Ameriprise
41
Ameriprise
Minnesota
$500K +$107K +3,498 +27%
Bank of America
42
Bank of America
North Carolina
$455K -$162K -5,323 -26%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$447K -$180K -5,884 -29%
MAM
44
Martingale Asset Management
Massachusetts
$446K +$217K +7,101 +94%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$445K – – –
QC
46
Quadrature Capital
United Kingdom
$421K +$145K +4,723 +53%
B
47
Bailard
California
$407K +$97.8K +3,204 +32%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$402K -$17.9K -586 -4%
GC
49
Globeflex Capital
California
$370K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$366K +$2.65K +87 +0.7%
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2
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