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First Business Financial Services
FBIZ

Overview Fund Activity

88 hedge funds and large institutions have $193M invested in First Business Financial Services in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
34
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2M
2
BlackRock
2
BlackRock
New York
$25.2M
3
State Street
3
State Street
Massachusetts
$4.96M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.9M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.33M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$3.85M
2
BFC
2
Banc Funds Company
Illinois
$16.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$222K
4
Millennium Management
4
Millennium Management
New York
$212K
5
GC
5
Globeflex Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
26
Empowered Funds
Pennsylvania
$1.63M +$113K +3,060 +7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.4M +$73.9K +1,998 +6%
UCI
28
Uncommon Cents Investing
Wisconsin
$1.34M -$9.43K -255 -0.7%
Goldman Sachs
29
Goldman Sachs
New York
$1.14M -$27.3K -738 -2%
GCM
30
Gator Capital Management
Florida
$882K – – –
Morgan Stanley
31
Morgan Stanley
New York
$869K -$95.5K -2,583 -10%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$851K – – –
Charles Schwab
33
Charles Schwab
California
$796K +$30.5K +825 +4%
Barclays
34
Barclays
United Kingdom
$718K -$103K -2,780 -13%
Invesco
35
Invesco
Georgia
$669K +$43.4K +1,172 +7%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$581K -$121K -3,263 -17%
MAM
37
Martingale Asset Management
Massachusetts
$537K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$480K +$20.9K +564 +5%
RP
39
Riverwater Partners
Wisconsin
$477K -$51K -1,380 -10%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$477K +$2.15K +58 +0.5%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$472K -$26.4K -734 -5%
Ameriprise
42
Ameriprise
Minnesota
$437K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$422K +$1.22K +33 +0.3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$342K – – –
KAS
45
Kestra Advisory Services
Texas
$340K – – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$340K +$59.2K +1,600 +21%
Two Sigma Investments
47
Two Sigma Investments
New York
$340K +$62.9K +1,700 +23%
QC
48
Quadrature Capital
United Kingdom
$330K +$83.4K +2,262 +34%
MWM
49
Mattern Wealth Management
Kansas
$296K – – –
Jane Street
50
Jane Street
New York
$278K +$278K +7,506 New
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