First Business Financial Services
FBIZ
70 hedge funds and large institutions have $99.2M invested in First Business Financial Services in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.
29% more capital invested
Capital invested by funds: $77.2M → $99.2M (+$22.1M)
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
0.05% less ownership
Funds ownership: 63.29% → 63.24% (-0.05%)
4% less funds holding
Funds holding: 73 → 70 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$529K |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$444K |
| 3 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
+$361K |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$233K |
| 5 |
Squarepoint
New York
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$456K |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$440K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$388K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$376K |
| 5 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$304K |
FBIZ Hedge Fund Activity: Q4 2020 in Review
70 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2020, worth a combined $99.2M — up 29% from $77.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FBIZ and 3 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.
The largest buyer was BlackRock, adding an estimated $529K. The largest seller was Morgan Stanley, cutting an estimated $456K.
- 70 institutional investors held First Business Financial Services (FBIZ) as of Q4 2020, down from 73 in Q3 2020.
- Funds reported $99.2M of First Business Financial Services stock for Q4 2020, up 29% quarter-over-quarter.
- 3 funds opened new First Business Financial Services positions in Q4 2020 and 6 closed out, a net change of -3 holders.
- The largest First Business Financial Services buyer in Q4 2020 was BlackRock, an estimated $529K added.
- The largest First Business Financial Services seller in Q4 2020 was Morgan Stanley, an estimated $456K sold.
Based on aggregated 13F filings for Q4 2020.