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First Business Financial Services
FBIZ

Overview Fund Activity

82 hedge funds and large institutions have $156M invested in First Business Financial Services in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
21
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$385K
2
Millennium Management
Millennium Management
New York
$337K
3
Geode Capital Management
Geode Capital Management
Massachusetts
$4.57M
4
RP
Riverwater Partners
Wisconsin
$423K
5
Vanguard Group
Vanguard Group
Pennsylvania
$10.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$19.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.98M
5
FBFS
First Business Financial Services
Wisconsin
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$19.2M -$542K -18,048 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.8M -$11.9K -395 -0.1%
BFC
3
Banc Funds Company
Illinois
$13.8M – – –
FBFS
4
First Business Financial Services
Wisconsin
$10.7M -$220K -7,343 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.5M +$155K +5,167 +1%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.98M -$293K -9,756 -3%
MI
7
M3F Inc
Utah
$7.66M -$19.2K -640 -0.3%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$5.08M +$135K +4,513 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.59M -$45K -1,500 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.57M +$276K +9,211 +6%
CCM
11
Cutler Capital Management
Massachusetts
$4.57M +$22.6K +754 +0.5%
Franklin Resources
12
Franklin Resources
California
$3.92M +$2.7K +90 +0.1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$3.82M -$148K -4,923 -4%
State Street
14
State Street
Massachusetts
$3.48M -$3K -100 -0.1%
LSV Asset Management
15
LSV Asset Management
Illinois
$3.28M – – –
Northern Trust
16
Northern Trust
Illinois
$3M +$42.4K +1,412 +1%
ROC
17
River Oaks Capital
Minnesota
$2.84M -$77.5K -2,583 -3%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$2.58M +$54K +1,800 +2%
BCM
19
Bridgeway Capital Management
Texas
$2.41M +$85.3K +2,844 +4%
American Century Companies
20
American Century Companies
Missouri
$1.98M +$870 +29 +0%
Federated Hermes
21
Federated Hermes
Pennsylvania
$1.89M -$23.8K -792 -1%
PCM
22
Poehling Capital Management
Wisconsin
$1.75M – – –
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.57M – – –
VIM
24
Vista Investment Management
Pennsylvania
$1.56M -$3.69K -123 -0.2%
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$1.35M – – –
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