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First Business Financial Services
FBIZ

78 hedge funds and large institutions have $140M invested in First Business Financial Services in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 77 → 78 (+1)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

2% more capital invested

Capital invested by funds: $138M → $140M (+$2.38M)

5.12% less ownership

Funds ownership: 65.47% → 60.35% (-5.1%)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
20
Reduced
26
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.95M
2
FL
Fourthstone LLC
Missouri
+$3.59M
3
BCM
Basswood Capital Management
New York
+$1.85M
4
Franklin Resources
Franklin Resources
California
+$1.82M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.3M
2
State Street
State Street
Massachusetts
-$3.05M
3
BFC
Banc Funds Company
Illinois
-$2.65M
4
Northern Trust
Northern Trust
Illinois
-$1.64M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$290K +$282K +10,707 New
Jane Street
52
Jane Street
New York
$278K +$271K +10,259 New
Citadel Advisors
53
Citadel Advisors
Florida
$263K +$257K +9,740 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$250K – – –
ZCM
55
Zebra Capital Management
Connecticut
$248K -$13.9K -528 -5%
JF
56
Jump Financial
Illinois
$246K +$240K +9,100 New
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$240K +$234K +8,877 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$235K +$15.2K +576 +7%
MWM
59
Mattern Wealth Management
Kansas
$213K +$211K +8,000 New
1IA
60
1834 Investment Advisors
Wisconsin
$163K +$1.03K +39 +0.7%
JP Morgan Chase
61
JP Morgan Chase
New York
$109K -$1.64M -62,224 -94%
TRCT
62
Tower Research Capital (TRC)
New York
$72K +$52.2K +1,979 +287%
HI
63
Harbour Investments
Wisconsin
$62K – – –
US Bancorp
64
US Bancorp
Minnesota
$54K – – –
JFGIW
65
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K – – –
Russell Investments Group
66
Russell Investments Group
United Kingdom
$51K +$50.1K +1,900 New
HIM
67
Hillsdale Investment Management
Ontario, Canada
$43K +$42.2K +1,600 New
Wells Fargo
68
Wells Fargo
California
$28K -$934K -35,422 -97%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K +$23.7K +900 New
Optiver Holding
70
Optiver Holding
Netherlands
$15K +$14.5K +548 New
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$12.2K -$97.5K -3,696 -89%
PAM
72
Panagora Asset Management
Massachusetts
$7K +$6.67K +253 New
AP
73
Atwood & Palmer
Missouri
$5K – – –
Osaic Holdings
74
Osaic Holdings
Arizona
$4K +$26 +1 +0.7%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2K -$209K -7,934 -99%
1 2
3
4

FBIZ Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2021, worth a combined $140M — up 1.7% from $138M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FBIZ positions and 20 closed out — a net gain of 1 holder — while 20 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.95M. The largest seller was BlackRock, cutting an estimated $12.3M.

  • 78 institutional investors held First Business Financial Services (FBIZ) as of Q2 2021, up from 77 in Q1 2021.
  • Funds reported $140M of First Business Financial Services stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 21 funds opened new First Business Financial Services positions in Q2 2021 and 20 closed out, a net change of +1 holder.
  • The largest First Business Financial Services buyer in Q2 2021 was Millennium Management, an estimated $3.95M added.
  • The largest First Business Financial Services seller in Q2 2021 was BlackRock, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2021.