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First Business Financial Services

74 hedge funds and large institutions have $139M invested in First Business Financial Services in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

18% more capital invested

Capital invested by funds: $118M → $139M (+$21.7M)

7% more funds holding

Funds holding: 6974 (+5)

2.29% more ownership

Funds ownership: 60.77%63.05% (+2.3%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
22
Reduced
23
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$20.7M +$1M +41,620 +5%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M +$87.7K +3,645 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.5M -$507K -21,065 -4%
BlackRock
4
BlackRock
New York
$10.5M -$25.8K -1,071 -0.3%
FBFS
5
First Business Financial Services
Wisconsin
$10M -$1.47K -61 -0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9M +$74.4K +3,091 +0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.1M +$467K +19,391 +7%
LSV Asset Management
8
LSV Asset Management
Illinois
$4.3M +$149K +6,200 +4%
State Street
9
State Street
Massachusetts
$4.28M +$129K +5,349 +3%
Northern Trust
10
Northern Trust
Illinois
$4.21M +$29.6K +1,229 +0.7%
Renaissance Technologies
11
Renaissance Technologies
New York
$4.19M +$260K +10,800 +7%
MI
12
M3F Inc
Utah
$3.47M +$735K +30,543 +28%
PCA
13
PL Capital Advisors
Florida
$2.54M
JP Morgan Chase
14
JP Morgan Chase
New York
$2.32M -$179K -7,441 -7%
PCM
15
Poehling Capital Management
Wisconsin
$1.97M
RHCA
16
Rosenthal Henry Capital Advisors
Indiana
$1.89M
BCM
17
Bridgeway Capital Management
Texas
$1.84M
PRCP
18
Pacific Ridge Capital Partners
Oregon
$1.68M +$1.61M +66,830 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.53M +$23.7K +983 +2%
ROC
20
River Oaks Capital
Minnesota
$1.47M +$680K +28,274 +94%
Federated Hermes
21
Federated Hermes
Pennsylvania
$1.43M -$72.6K -3,018 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.28M +$15.4K +642 +1%
BCM
23
BHZ Capital Management
California
$1.26M +$206K +8,566 +21%
MAM
24
Martingale Asset Management
Massachusetts
$1.23M
VIM
25
Vista Investment Management
Pennsylvania
$1.22M

FBIZ Hedge Fund Activity: Q1 2018 in Review

74 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2018, worth a combined $139M — up 18% from $118M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FBIZ positions and 1 closed out — a net gain of 6 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Pacific Ridge Capital Partners, opening a new position worth an estimated $1.61M. The largest seller was Wellington Management Group, cutting an estimated $507K.

  • 74 institutional investors held First Business Financial Services (FBIZ) as of Q1 2018, up from 69 in Q4 2017.
  • Funds reported $139M of First Business Financial Services stock for Q1 2018, up 18% quarter-over-quarter.
  • 7 funds opened new First Business Financial Services positions in Q1 2018 and 1 closed out, a net change of +6 holders.
  • The largest First Business Financial Services buyer in Q1 2018 was Pacific Ridge Capital Partners, an estimated $1.61M added.
  • The largest First Business Financial Services seller in Q1 2018 was Wellington Management Group, an estimated $507K sold.

Based on aggregated 13F filings for Q1 2018.