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First Business Financial Services

82 hedge funds and large institutions have $147M invested in First Business Financial Services in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $134M → $147M (+$13.4M)

3% more funds holding

Funds holding: 8082 (+2)

0.79% more ownership

Funds ownership: 64.32%65.11% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
32
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$19M +$578K +23,322 +3%
BlackRock
2
BlackRock
New York
$12.6M -$27.9K -1,124 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8M -$20.9K -844 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.8M +$190K +7,676 +2%
FBFS
5
First Business Financial Services
Wisconsin
$9.17M -$388K -15,632 -4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8M -$69.4K -2,800 -0.9%
Renaissance Technologies
7
Renaissance Technologies
New York
$7.19M +$481K +19,400 +8%
MI
8
M3F Inc
Utah
$6.39M -$733K -29,560 -11%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$5.38M +$466K +18,793 +10%
State Street
10
State Street
Massachusetts
$4.42M -$43.1K -1,738 -1%
Northern Trust
11
Northern Trust
Illinois
$4.39M -$93.9K -3,787 -2%
LSV Asset Management
12
LSV Asset Management
Illinois
$3.91M -$126K -5,100 -3%
BCM
13
BHZ Capital Management
California
$3.7M -$108K -4,367 -3%
BCM
14
Bridgeway Capital Management
Texas
$2.79M +$86.8K +3,500 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.55M +$25.7K +1,038 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.48M +$26.7K +1,076 +1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$1.88M +$149K +6,020 +9%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$1.84M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.71M +$420K +16,936 +35%
PCM
20
Poehling Capital Management
Wisconsin
$1.69M -$112K -4,500 -7%
MAM
21
Martingale Asset Management
Massachusetts
$1.39M +$107K +4,300 +9%
CCM
22
Cutler Capital Management
Massachusetts
$1.38M
VIM
23
Vista Investment Management
Pennsylvania
$1.3M -$570 -23 -0%
HIM
24
Hillsdale Investment Management
Ontario, Canada
$1.26M +$149K +6,000 +14%
MSL
25
Mackay Shields LLC
New York
$1.15M +$169K +6,800 +18%

FBIZ Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2019, worth a combined $147M — up 10% from $134M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FBIZ positions and 3 closed out — a net gain of 2 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $578K. The largest seller was PL Capital Advisors, exiting entirely with an estimated $983K sold.

  • 82 institutional investors held First Business Financial Services (FBIZ) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $147M of First Business Financial Services stock for Q4 2019, up 10% quarter-over-quarter.
  • 5 funds opened new First Business Financial Services positions in Q4 2019 and 3 closed out, a net change of +2 holders.
  • The largest First Business Financial Services buyer in Q4 2019 was Banc Funds Company, an estimated $578K added.
  • The largest First Business Financial Services seller in Q4 2019 was PL Capital Advisors, an estimated $983K sold.

Based on aggregated 13F filings for Q4 2019.