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First Business Financial Services
FBIZ

Overview Fund Activity

77 hedge funds and large institutions have $138M invested in First Business Financial Services in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
26
Closed
2
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
BlackRock
1
BlackRock
New York
$13.7M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.66M
3
Franklin Resources
3
Franklin Resources
California
$1.9M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$7.26M
5
CCM
5
Cutler Capital Management
Massachusetts
$2.11M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$2.88M
2
State Street
2
State Street
Massachusetts
$3.42M
3
MSL
3
Mackay Shields LLC
New York
$370K
4
Invesco
4
Invesco
Georgia
$0
5
Squarepoint
5
Squarepoint
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
51
Wedge Capital Management
North Carolina
$266K 10,771 -2,158 -17%
ZCM
52
Zebra Capital Management
Connecticut
$239K 9,687 +9,687 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$229K 9,240 +9,240 New
Wellington Management Group
54
Wellington Management Group
Massachusetts
$214K 8,656 -3,058 -26%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$201K 8,124 +428 +6%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$198K 8,000 – –
Morgan Stanley
57
Morgan Stanley
New York
$149K 6,030 -4,156 -41%
1IA
58
1834 Investment Advisors
Wisconsin
$148K 5,989 +48 +0.8%
Deutsche Bank
59
Deutsche Bank
Germany
$131K 5,300 -496 -9%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$103K 4,146 +1,657 +67%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$101K 4,153 -1,032 -20%
HI
62
Harbour Investments
Wisconsin
$57K 2,308 +2,308 New
UBS Group
63
UBS Group
Switzerland
$52K 2,103 +646 +44%
US Bancorp
64
US Bancorp
Minnesota
$49K 2,000 – –
JFGIW
65
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K 1,956 +1,956 New
SFS
66
Sowell Financial Services
Arkansas
$38K 1,387 +129 +10%
Legal & General Group
67
Legal & General Group
United Kingdom
$18K 722 – –
AIP
68
Ameritas Investment Partners
Nebraska
$18K 708 – –
TRCT
69
Tower Research Capital (TRC)
New York
$17K 690 -2,355 -77%
VFA
70
Valeo Financial Advisors
Indiana
$14K 550 – –
Citigroup
71
Citigroup
New York
$13K 540 -1,017 -65%
AP
72
Atwood & Palmer
Missouri
$5K 200 – –
Simplex Trading
73
Simplex Trading
Illinois
$4K 200 +200 New
Osaic Holdings
74
Osaic Holdings
Arizona
$3K 140 +1 +0.7%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$3K 131 +93 +245%
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