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First Business Financial Services
FBIZ

81 hedge funds and large institutions have $90.5M invested in First Business Financial Services in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more capital invested

Capital invested by funds: $86.1M → $90.5M (+$4.39M)

3% more funds holding

Funds holding: 79 → 81 (+2)

0.03% more ownership

Funds ownership: 64.65% → 64.68% (+0.03%)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.1M
2
WG
Winton Group
United Kingdom
+$386K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$329K
4
Goldman Sachs
Goldman Sachs
New York
+$269K
5
Bank of America
Bank of America
North Carolina
+$261K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$505K
2
BCM
Bridgeway Capital Management
Texas
-$456K
3
WAM
Wakefield Asset Management
Colorado
-$381K
4
Millennium Management
Millennium Management
New York
-$320K
5
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$216K +$42.6K +2,726 +26%
WCM
52
Wedge Capital Management
North Carolina
$213K +$26K +1,665 +15%
Barclays
53
Barclays
United Kingdom
$198K +$146K +9,329 +341%
AllianceBernstein
54
AllianceBernstein
Tennessee
$169K +$161K +10,300 New
ZCM
55
Zebra Capital Management
Connecticut
$167K -$6.33K -405 -4%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$132K – – –
Morgan Stanley
57
Morgan Stanley
New York
$125K +$39.7K +2,537 +51%
1IA
58
1834 Investment Advisors
Wisconsin
$96K +$985 +63 +1%
AIG
59
American International Group
New York
$82K +$1.47K +94 +2%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$80K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$79K -$21.7K -1,387 -22%
BFIM
62
Beese Fulmer Investment Management
Ohio
$78K +$74.2K +4,750 New
Deutsche Bank
63
Deutsche Bank
Germany
$75K +$14.9K +951 +26%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$66K -$76.8K -4,911 -52%
UBS Group
65
UBS Group
Switzerland
$43K -$52.4K -3,352 -56%
US Bancorp
66
US Bancorp
Minnesota
$33K – – –
RA
67
Royce & Associates
New York
$33K +$31.7K +2,025 New
TRCT
68
Tower Research Capital (TRC)
New York
$31K +$29K +1,857 New
Russell Investments Group
69
Russell Investments Group
United Kingdom
$29K -$140K -8,970 -83%
MAM
70
Meeder Asset Management
Ohio
$25K – – –
Citigroup
71
Citigroup
New York
$18K -$25.9K -1,657 -60%
Legal & General Group
72
Legal & General Group
United Kingdom
$18K – – –
SFS
73
Sowell Financial Services
Arkansas
$17K +$1.11K +71 +7%
AIP
74
Ameritas Investment Partners
Nebraska
$12K – – –
Osaic Holdings
75
Osaic Holdings
Arizona
$9K -$2.23K -143 -20%
1 2
3
4

FBIZ Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2020, worth a combined $90.5M — up 5.1% from $86.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FBIZ positions and 3 closed out — a net gain of 2 holders — while 27 added to existing stakes and 33 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.1M. The largest seller was Renaissance Technologies, cutting an estimated $505K.

  • 81 institutional investors held First Business Financial Services (FBIZ) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $90.5M of First Business Financial Services stock for Q2 2020, up 5.1% quarter-over-quarter.
  • 5 funds opened new First Business Financial Services positions in Q2 2020 and 3 closed out, a net change of +2 holders.
  • The largest First Business Financial Services buyer in Q2 2020 was Pacific Ridge Capital Partners, an estimated $1.1M added.
  • The largest First Business Financial Services seller in Q2 2020 was Renaissance Technologies, an estimated $505K sold.

Based on aggregated 13F filings for Q2 2020.