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First Business Financial Services

75 hedge funds and large institutions have $139M invested in First Business Financial Services in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.06% more ownership

Funds ownership: 58.83%60.89% (+2.1%)

4% less capital invested

Capital invested by funds: $144M → $139M (-$5.13M)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1% less funds holding

Funds holding: 7675 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
23
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
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
$299K +$25.4K +868 +9%
Ameriprise
52
Ameriprise
Minnesota
$280K
Baird Financial Group
53
Baird Financial Group
Wisconsin
$270K
KAS
54
Kestra Advisory Services
Texas
$268K
MWM
55
Mattern Wealth Management
Kansas
$233K
WG
56
Winton Group
United Kingdom
$214K -$370K -12,658 -63%
1IA
57
1834 Investment Advisors
Wisconsin
$178K +$1.05K +36 +0.6%
JP Morgan Chase
58
JP Morgan Chase
New York
$140K +$140K +4,783 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$113K +$58.6K +2,005 +106%
HIM
60
Hillsdale Investment Management
Ontario, Canada
$76K +$17.5K +600 +30%
US Bancorp
61
US Bancorp
Minnesota
$58K
JFGIW
62
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K
Lazard Asset Management
64
Lazard Asset Management
New York
$26K +$26.4K +901 New
Marshall Wace
65
Marshall Wace
United Kingdom
$18K -$550K -18,792 -97%
Optiver Holding
66
Optiver Holding
Netherlands
$16K
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1K +$737K +25,190 +8%
HI
68
Harbour Investments
Wisconsin
$9K -$58.5K -2,000 -87%
AP
69
Atwood & Palmer
Missouri
$6K
Osaic Holdings
70
Osaic Holdings
Arizona
$4K +$29 +1 +0.7%
TRCT
71
Tower Research Capital (TRC)
New York
$3K +$2.49K +85 +425%
JC
72
JCSD Capital
California
$3K +$2.92K +100 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.39K -$1.67K -57 -41%
Wells Fargo
74
Wells Fargo
California
$1K -$58.5K -2,000 -98%
E
75
Ergoteles
New York
-$629K -21,914 Closed

FBIZ Hedge Fund Activity: Q4 2021 in Review

75 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2021, worth a combined $139M — down 3.6% from $144M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FBIZ and 6 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 23 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $737K. The largest seller was Banc Funds Company, cutting an estimated $1.13M.

  • 75 institutional investors held First Business Financial Services (FBIZ) as of Q4 2021, down from 76 in Q3 2021.
  • Funds reported $139M of First Business Financial Services stock for Q4 2021, down 3.6% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q4 2021 and 7 closed out, a net change of -1 holder.
  • The largest First Business Financial Services buyer in Q4 2021 was Manulife (Manufacturers Life Insurance), an estimated $737K added.
  • The largest First Business Financial Services seller in Q4 2021 was Banc Funds Company, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2021.