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First Business Financial Services
FBIZ

Overview Fund Activity

84 hedge funds and large institutions have $208M invested in First Business Financial Services in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$27.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.48M
3
EI
3
EAM Investors
California
$733K
4
GCP
4
GSA Capital Partners
United Kingdom
$375K
5
Barclays
5
Barclays
United Kingdom
$1.13M

Top Sellers

1
MI
1
M3F Inc
Utah
$8.8M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
EF
26
Empowered Funds
Pennsylvania
$1.53M 38,126 +3,368 +10%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.51M 37,681 -551 -1%
UCI
28
Uncommon Cents Investing
Wisconsin
$1.45M 36,255 +1,485 +4%
Goldman Sachs
29
Goldman Sachs
New York
$1.27M 31,557 -3,824 -11%
Barclays
30
Barclays
United Kingdom
$1.13M 28,201 +8,475 +43%
GCM
31
Gator Capital Management
Florida
$956K 23,850 – –
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$922K 23,004 +4,405 +24%
Charles Schwab
33
Charles Schwab
California
$830K 20,699 +16 +0.1%
Invesco
34
Invesco
Georgia
$751K 18,729 +4,702 +34%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$739K 18,422 +182 +1%
EI
36
EAM Investors
California
$733K 18,274 +18,274 New
MAM
37
Martingale Asset Management
Massachusetts
$582K 14,522 -101 -0.7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$582K 14,507 +952 +7%
RP
39
Riverwater Partners
Wisconsin
$581K 14,490 +382 +3%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$556K 13,559 -728 -5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$514K 12,824 +8 +0.1%
Ameriprise
42
Ameriprise
Minnesota
$474K 11,808 +962 +9%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$456K 11,377 -147 -1%
Bank of America
44
Bank of America
North Carolina
$434K 10,825 +2,674 +33%
GC
45
Globeflex Capital
California
$433K 10,795 – –
Baird Financial Group
46
Baird Financial Group
Wisconsin
$411K 10,240 -160 -2%
GCP
47
GSA Capital Partners
United Kingdom
$375K 9,350 +9,350 New
KAS
48
Kestra Advisory Services
Texas
$369K 9,200 – –
Millennium Management
49
Millennium Management
New York
$352K 8,771 -2,474 -22%
UBS Group
50
UBS Group
Switzerland
$350K 8,722 +4,383 +101%
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