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First Business Financial Services

79 hedge funds and large institutions have $143M invested in First Business Financial Services in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

7% more funds holding

Funds holding: 7479 (+5)

2% more capital invested

Capital invested by funds: $139M → $143M (+$3.22M)

0.37% less ownership

Funds ownership: 63.05%62.68% (-0.37%)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$21.6M +$239K +9,234 +1%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.3M +$186K +7,195 +1%
BlackRock
3
BlackRock
New York
$11.4M +$542K +20,977 +5%
FBFS
4
First Business Financial Services
Wisconsin
$10M +$5.74K +222 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.44M +$141K +5,451 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.96M +$616K +23,834 +8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.15M -$6.75M -261,179 -52%
Renaissance Technologies
8
Renaissance Technologies
New York
$5.35M +$1.02M +39,505 +24%
State Street
9
State Street
Massachusetts
$4.6M +$173K +6,692 +4%
Northern Trust
10
Northern Trust
Illinois
$4.28M -$68.1K -2,634 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$4.28M -$160K -6,200 -4%
MI
12
M3F Inc
Utah
$3.58M
PRCP
13
Pacific Ridge Capital Partners
Oregon
$2.9M +$1.16M +44,905 +67%
PCA
14
PL Capital Advisors
Florida
$2.62M
JP Morgan Chase
15
JP Morgan Chase
New York
$2.25M -$138K -5,321 -6%
PCM
16
Poehling Capital Management
Wisconsin
$1.96M -$77.5K -3,000 -4%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.95M
BCM
18
Bridgeway Capital Management
Texas
$1.9M
ROC
19
River Oaks Capital
Minnesota
$1.78M +$258K +10,000 +17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.74M +$150K +5,806 +10%
Federated Hermes
21
Federated Hermes
Pennsylvania
$1.44M -$38.8K -1,502 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.31M -$10.8K -416 -0.8%
CCM
23
Cutler Capital Management
Massachusetts
$1.3M +$103K +4,000 +9%
BCM
24
BHZ Capital Management
California
$1.3M -$103 -4 -0%
Deutsche Bank
25
Deutsche Bank
Germany
$1.28M +$430K +16,640 +51%

FBIZ Hedge Fund Activity: Q2 2018 in Review

79 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2018, worth a combined $143M — up 2.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.16M. The largest seller was Wellington Management Group, cutting an estimated $6.75M.

  • 79 institutional investors held First Business Financial Services (FBIZ) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $143M of First Business Financial Services stock for Q2 2018, up 2.3% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q2 2018 and 4 closed out, a net change of +5 holders.
  • The largest First Business Financial Services buyer in Q2 2018 was Pacific Ridge Capital Partners, an estimated $1.16M added.
  • The largest First Business Financial Services seller in Q2 2018 was Wellington Management Group, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2018.