First Business Financial Services
FBIZ
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 76 → 75 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$737K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$693K |
| 3 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$436K |
| 4 |
BlackRock
New York
|
+$298K |
| 5 |
Millennium Management
New York
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.13M |
| 2 |
E
Ergoteles
New York
|
-$629K |
| 3 |
Renaissance Technologies
New York
|
-$604K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$550K |
| 5 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$542K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NAS
76
Nicolet Advisory Services
Green Bay,
Wisconsin
| – | -$542K | -18,862 | Closed |
|
|
B
77
Bailard
Foster City,
California
| – | -$270K | -9,400 | Closed |
|
|
TI
78
Trexquant Investment
Stamford,
Connecticut
| – | -$234K | -8,157 | Closed |
|
|
KIG
79
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$58K | -2,014 | Closed |
|
80
UBS Group
Zurich,
Switzerland
| – | -$19K | -664 | Closed |
|
81
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1K | -37 | Closed |
|
82
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$673 | -23 | -58% |
|
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.