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First Business Financial Services
FBIZ

Overview Fund Activity

82 hedge funds and large institutions have $156M invested in First Business Financial Services in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
21
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$385K
2
Millennium Management
Millennium Management
New York
$337K
3
Geode Capital Management
Geode Capital Management
Massachusetts
$4.57M
4
RP
Riverwater Partners
Wisconsin
$423K
5
Vanguard Group
Vanguard Group
Pennsylvania
$10.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$19.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.98M
5
FBFS
First Business Financial Services
Wisconsin
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.15M +$2.55K +85 +0.2%
Goldman Sachs
27
Goldman Sachs
New York
$1.06M -$98.3K -3,277 -8%
UCI
28
Uncommon Cents Investing
Wisconsin
$1.04M -$3.9K -130 -0.4%
EF
29
Empowered Funds
Pennsylvania
$1.04M +$85.3K +2,844 +9%
GCM
30
Gator Capital Management
Florida
$716K – – –
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$637K – – –
Charles Schwab
32
Charles Schwab
California
$621K – – –
Barclays
33
Barclays
United Kingdom
$592K -$11.6K -385 -2%
Morgan Stanley
34
Morgan Stanley
New York
$590K -$56.5K -1,884 -9%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$558K – – –
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$548K -$148K -4,924 -21%
MAM
37
Martingale Asset Management
Massachusetts
$439K – – –
RP
38
Riverwater Partners
Wisconsin
$423K +$199K +6,641 +89%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$423K -$14.1K -477 -3%
Invesco
40
Invesco
Georgia
$421K +$2.88K +96 +0.7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$407K +$10.5K +349 +3%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$385K +$385K +12,816 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$346K +$1.32K +44 +0.4%
Millennium Management
44
Millennium Management
New York
$337K +$337K +11,245 New
Ameriprise
45
Ameriprise
Minnesota
$325K – – –
GC
46
Globeflex Capital
California
$324K – – –
Baird Financial Group
47
Baird Financial Group
Wisconsin
$312K +$30K +1,000 +11%
KAS
48
Kestra Advisory Services
Texas
$276K – – –
Two Sigma Advisers
49
Two Sigma Advisers
New York
$264K -$132K -4,400 -33%
Bank of America
50
Bank of America
North Carolina
$245K +$10.1K +338 +4%
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