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First Business Financial Services
FBIZ

89 hedge funds and large institutions have $177M invested in First Business Financial Services in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

3% more funds holding

Funds holding: 86 → 89 (+3)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $180M → $177M (-$3.34M)

2.03% less ownership

Funds ownership: 65.72% → 63.69% (-2%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
29
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$2.18M
2
Millennium Management
Millennium Management
New York
+$1.27M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$547K
4
State Street
State Street
Massachusetts
+$406K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$388K

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$4.22M
2
PRCP
Pacific Ridge Capital Partners
Oregon
-$2.26M
3
Invesco
Invesco
Georgia
-$1.15M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.11M
5
MI
M3F Inc
Utah
-$991K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$29.8K – – –
MFG
77
Mendota Financial Group
Wisconsin
$29.2K +$29.4K +800 New
DWA
78
Dorsey Wright & Associates
California
$29K +$29.2K +794 New
AIP
79
Ameritas Investment Partners
Nebraska
$20.3K – – –
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$19.3K +$388K +10,546 +2%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$18.1K – – –
HI
82
Harbour Investments
Wisconsin
$11.3K – – –
ACM
83
Aquatic Capital Management
Illinois
$11K +$11K +300 New
AP
84
Atwood & Palmer
Missouri
$7.31K – – –
Osaic Holdings
85
Osaic Holdings
Arizona
$5K -$21.9K -595 -80%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$4.42K +$588 +16 +15%
JC
87
JCSD Capital
California
$3.65K – – –
C
88
Covestor
United Kingdom
$3K -$515 -14 -16%
Citigroup
89
Citigroup
New York
$2.27K -$2.24K -61 -50%
BCM
90
BHZ Capital Management
California
– -$364K -11,279 Closed
Citadel Advisors
91
Citadel Advisors
Florida
– -$308K -9,528 Closed
TI
92
Trexquant Investment
Connecticut
– -$247K -7,635 Closed
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$29K -900 Closed
CS
94
Credit Suisse
Switzerland
– -$1K -44 Closed
1 2 3
4

FBIZ Hedge Fund Activity: Q4 2022 in Review

89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2022, worth a combined $177M — down 1.9% from $180M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 5 closed out — a net gain of 4 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $2.18M. The largest seller was Banc Funds Company, cutting an estimated $4.22M.

  • 89 institutional investors held First Business Financial Services (FBIZ) as of Q4 2022, up from 86 in Q3 2022.
  • Funds reported $177M of First Business Financial Services stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest First Business Financial Services buyer in Q4 2022 was BlackRock, an estimated $2.18M added.
  • The largest First Business Financial Services seller in Q4 2022 was Banc Funds Company, an estimated $4.22M sold.

Based on aggregated 13F filings for Q4 2022.