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First Business Financial Services
FBIZ

Overview Fund Activity

80 hedge funds and large institutions have $156M invested in First Business Financial Services in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
26
Reduced
33
Closed
8
Calls
–
Puts
$472K
Net Calls
-$472K
Net Calls Change
-$472K

Top Buyers

1
EF
Empowered Funds
Pennsylvania
$941K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$576K
3
BlackRock
BlackRock
New York
$19.4M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.48M
5
FBFS
First Business Financial Services
Wisconsin
$10.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
MI
M3F Inc
Utah
$7.55M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$4.56M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.14M +$125K +4,240 +12%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.12M -$20.8K -705 -2%
UCI
28
Uncommon Cents Investing
Wisconsin
$1.03M -$7.96K -270 -0.8%
EST
29
EA Series Trust
Pennsylvania
$941K +$941K +31,914 New
EF
30
Empowered Funds
Pennsylvania
$941K +$941K +31,914 New
GCM
31
Gator Capital Management
Florida
$703K – – –
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$684K +$7.09K +240 +1%
First Trust Advisors
33
First Trust Advisors
Illinois
$668K -$25.7K -873 -4%
Morgan Stanley
34
Morgan Stanley
New York
$635K -$3.1K -105 -0.5%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$626K – – –
Charles Schwab
36
Charles Schwab
California
$610K -$8.99K -305 -1%
Barclays
37
Barclays
United Kingdom
$593K -$68.7K -2,331 -10%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$576K +$576K +18,111 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$548K -$43.7K -1,481 -7%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$441K – – –
MAM
41
Martingale Asset Management
Massachusetts
$431K -$59 -2 -0%
Invesco
42
Invesco
Georgia
$411K -$78.4K -2,660 -16%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$389K -$212K -7,200 -35%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$389K +$2.12K +72 +0.5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$339K -$15.4K -521 -4%
Ameriprise
46
Ameriprise
Minnesota
$320K -$164K -5,556 -34%
GC
47
Globeflex Capital
California
$318K -$39.5K -1,339 -11%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$282K +$8.35K +283 +3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$277K -$10.4K -352 -4%
KAS
50
Kestra Advisory Services
Texas
$271K – – –
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