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First Business Financial Services
FBIZ

Overview Fund Activity

104 hedge funds and large institutions have $257M invested in First Business Financial Services in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
49
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$40.2M
2
Invesco
2
Invesco
Georgia
$3.92M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$2.44M
4
American Century Companies
4
American Century Companies
Missouri
$5.18M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.32M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$15.4M
2
MI
2
M3F Inc
Utah
$4.5M
3
SBH
3
Segall Bryant & Hamill
Illinois
$0
4
Franklin Resources
4
Franklin Resources
California
$2.68M
5
EI
5
EAM Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.53M +$467K +10,086 +23%
HIM
27
Hillsdale Investment Management
Ontario, Canada
$2.44M +$2.3M +49,628 +1,647%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.32M +$1.18M +25,550 +104%
EF
29
Empowered Funds
Pennsylvania
$2.08M +$99.8K +2,156 +5%
RHCA
30
Rosenthal Henry Capital Advisors
Indiana
$2.08M – – –
Morgan Stanley
31
Morgan Stanley
New York
$1.98M +$161K +3,484 +9%
UCI
32
Uncommon Cents Investing
Wisconsin
$1.68M +$3.24K +70 +0.2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.53M +$76.5K +1,653 +5%
FL
34
Fourthstone LLC
Missouri
$1.4M +$1.01M +21,715 +255%
Barclays
35
Barclays
United Kingdom
$1.39M +$95.9K +2,072 +7%
Ameriprise
36
Ameriprise
Minnesota
$1.25M +$743K +16,048 +147%
GCM
37
Gator Capital Management
Florida
$1.09M -$9.26K -200 -0.8%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$1.06M – – –
Charles Schwab
39
Charles Schwab
California
$996K – – –
Baird Financial Group
40
Baird Financial Group
Wisconsin
$983K – – –
Two Sigma Investments
41
Two Sigma Investments
New York
$883K +$196K +4,242 +29%
US Bancorp
42
US Bancorp
Minnesota
$830K +$654K +14,125 +372%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$759K +$439K +9,474 +137%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$667K +$204K +4,400 +44%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$655K +$13.7K +293 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$613K +$13.1K +282 +2%
Millennium Management
47
Millennium Management
New York
$603K -$137K -2,960 -19%
MAM
48
Martingale Asset Management
Massachusetts
$595K +$29.6K +640 +5%
Man Group
49
Man Group
United Kingdom
$579K +$248K +5,348 +75%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$564K +$3.1K +67 +0.6%
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