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First Business Financial Services
FBIZ

Overview Fund Activity

84 hedge funds and large institutions have $195M invested in First Business Financial Services in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$598K
2
State Street
2
State Street
Massachusetts
$4.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.13M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.5M
5
QC
5
Quadrature Capital
United Kingdom
$247K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$978K
2
BlackRock
2
BlackRock
New York
$24.9M
3
EI
3
EAM Investors
California
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M
5
Northern Trust
5
Northern Trust
Illinois
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
26
Empowered Funds
Pennsylvania
$1.54M +$112K +2,975 +8%
UCI
27
Uncommon Cents Investing
Wisconsin
$1.36M +$4.69K +125 +0.3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.35M -$67.1K -1,788 -5%
Goldman Sachs
29
Goldman Sachs
New York
$1.18M -$1.46K -39 -0.1%
Morgan Stanley
30
Morgan Stanley
New York
$978K -$1.34M -35,716 -58%
GCM
31
Gator Capital Management
Florida
$894K – – –
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$863K – – –
Barclays
33
Barclays
United Kingdom
$832K -$225K -6,009 -21%
Charles Schwab
34
Charles Schwab
California
$776K – – –
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$711K +$19.7K +524 +3%
Invesco
36
Invesco
Georgia
$634K -$68.3K -1,822 -10%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$598K +$303K +8,072 +102%
MAM
38
Martingale Asset Management
Massachusetts
$545K – – –
RP
39
Riverwater Partners
Wisconsin
$535K -$8.06K -215 -1%
Millennium Management
40
Millennium Management
New York
$529K +$200K +5,345 +61%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$519K +$10.4K +276 +2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$481K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$466K -$78.7K -2,095 -14%
Ameriprise
44
Ameriprise
Minnesota
$443K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$426K -$262 -7 -0.1%
GCP
46
GSA Capital Partners
United Kingdom
$363K +$12.5K +334 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$347K -$37.5K -1,000 -10%
KAS
48
Kestra Advisory Services
Texas
$345K – – –
MWM
49
Mattern Wealth Management
Kansas
$300K – – –
GC
50
Globeflex Capital
California
$297K -$108K -2,867 -27%
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