First Business Financial Services
FBIZ
77 hedge funds and large institutions have $138M invested in First Business Financial Services in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
39% more capital invested
Capital invested by funds: $99.2M → $138M (+$38.6M)
10% more funds holding
Funds holding: 70 → 77 (+7)
2.23% more ownership
Funds ownership: 63.24% → 65.47% (+2.2%)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.68M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.51M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$886K |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$836K |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$966K |
| 2 |
State Street
Boston,
Massachusetts
|
-$352K |
| 3 |
MSL
Mackay Shields LLC
New York
|
-$351K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$249K |
| 5 |
Squarepoint
New York
|
-$215K |
FBIZ Hedge Fund Activity: Q1 2021 in Review
77 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2021, worth a combined $138M — up 39% from $99.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 26 trimmed.
The largest buyer was BlackRock, adding an estimated $1.68M. The largest seller was Northern Trust, cutting an estimated $966K.
- 77 institutional investors held First Business Financial Services (FBIZ) as of Q1 2021, up from 70 in Q4 2020.
- Funds reported $138M of First Business Financial Services stock for Q1 2021, up 39% quarter-over-quarter.
- 9 funds opened new First Business Financial Services positions in Q1 2021 and 2 closed out, a net change of +7 holders.
- The largest First Business Financial Services buyer in Q1 2021 was BlackRock, an estimated $1.68M added.
- The largest First Business Financial Services seller in Q1 2021 was Northern Trust, an estimated $966K sold.
Based on aggregated 13F filings for Q1 2021.