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First Business Financial Services

73 hedge funds and large institutions have $77.2M invested in First Business Financial Services in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.39% less ownership

Funds ownership: 64.68%63.29% (-1.4%)

10% less funds holding

Funds holding: 8173 (-8)

15% less capital invested

Capital invested by funds: $90.5M → $77.2M (-$13.3M)

59% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 39

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

Holders
73
Holders Change
-8
Holders Change %
-9.88%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$168K -$26.8K -1,728 -13%
Barclays
52
Barclays
United Kingdom
$161K -$12.3K -794 -7%
TRCT
53
Tower Research Capital (TRC)
New York
$124K +$106K +6,832 +368%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$114K
1IA
55
1834 Investment Advisors
Wisconsin
$84K +$808 +52 +0.9%
AIG
56
American International Group
New York
$70K -$1.72K -111 -2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$69K -$16 -1 -0%
GC
58
Globeflex Capital
California
$67K -$244K -15,710 -77%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$65K -$4.33K -279 -6%
Deutsche Bank
60
Deutsche Bank
Germany
$59K -$6.79K -437 -10%
US Bancorp
61
US Bancorp
Minnesota
$29K
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$28.9K +$24.2K +1,558 +335%
MAM
63
Meeder Asset Management
Ohio
$22K
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K -$56.3K -3,624 -74%
SFS
65
Sowell Financial Services
Arkansas
$17K +$2.95K +190 +19%
UBS Group
66
UBS Group
Switzerland
$10K -$30.1K -1,940 -74%
Legal & General Group
67
Legal & General Group
United Kingdom
$10K -$5.73K -369 -34%
AIP
68
Ameritas Investment Partners
Nebraska
$10K
VFA
69
Valeo Financial Advisors
Indiana
$8K +$8.54K +550 New
Citigroup
70
Citigroup
New York
$6K -$10.7K -691 -64%
PAM
71
Panagora Asset Management
Massachusetts
$5K
AP
72
Atwood & Palmer
Missouri
$3K
Osaic Holdings
73
Osaic Holdings
Arizona
$2K -$6.97K -449 -76%
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
-$385K -23,429 Closed
Bessemer Group
75
Bessemer Group
New Jersey
-$336K -20,400 Closed

FBIZ Hedge Fund Activity: Q3 2020 in Review

73 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q3 2020, worth a combined $77.2M — down 15% from $90.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FBIZ and 2 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 16 added.

The largest buyer was Banc Funds Company, adding an estimated $603K. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $385K sold.

  • 73 institutional investors held First Business Financial Services (FBIZ) as of Q3 2020, down from 81 in Q2 2020.
  • Funds reported $77.2M of First Business Financial Services stock for Q3 2020, down 15% quarter-over-quarter.
  • 2 funds opened new First Business Financial Services positions in Q3 2020 and 10 closed out, a net change of -8 holders.
  • The largest First Business Financial Services buyer in Q3 2020 was Banc Funds Company, an estimated $603K added.
  • The largest First Business Financial Services seller in Q3 2020 was Jacobs Levy Equity Management, an estimated $385K sold.

Based on aggregated 13F filings for Q3 2020.