First Business Financial Services
FBIZ
73 hedge funds and large institutions have $124M invested in First Business Financial Services in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
11% more capital invested
Capital invested by funds: $112M → $124M (+$12.3M)
11% more funds holding
Funds holding: 66 → 73 (+7)
2.59% more ownership
Funds ownership: 54.39% → 56.98% (+2.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$1.75M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$1.52M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$554K |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$543K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
-$1.08M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$695K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$499K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$323K |
| 5 |
DM
Delphi Management
Brookline,
Massachusetts
|
-$249K |
FBIZ Hedge Fund Activity: Q4 2015 in Review
73 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2015, worth a combined $124M — up 11% from $112M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 2 closed out — a net gain of 7 holders — while 26 added to existing stakes and 23 trimmed.
The largest buyer was EAM Investors, opening a new position worth an estimated $1.75M. The largest seller was First Business Financial Services, cutting an estimated $1.08M.
- 73 institutional investors held First Business Financial Services (FBIZ) as of Q4 2015, up from 66 in Q3 2015.
- Funds reported $124M of First Business Financial Services stock for Q4 2015, up 11% quarter-over-quarter.
- 9 funds opened new First Business Financial Services positions in Q4 2015 and 2 closed out, a net change of +7 holders.
- The largest First Business Financial Services buyer in Q4 2015 was EAM Investors, an estimated $1.75M added.
- The largest First Business Financial Services seller in Q4 2015 was First Business Financial Services, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2015.