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First Business Financial Services
FBIZ

Overview Fund Activity

84 hedge funds and large institutions have $208M invested in First Business Financial Services in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$27.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.48M
3
EI
3
EAM Investors
California
$733K
4
GCP
4
GSA Capital Partners
United Kingdom
$375K
5
Barclays
5
Barclays
United Kingdom
$1.13M

Top Sellers

1
MI
1
M3F Inc
Utah
$8.8M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$27.6M 689,085 +50,900 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.1M 525,683 -406 -0.1%
BFC
3
Banc Funds Company
Illinois
$18.4M 458,694 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.2M 353,571 +3,563 +1%
FBFS
5
First Business Financial Services
Wisconsin
$14M 349,522 -6,030 -2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M 287,596 -11,641 -4%
MI
7
M3F Inc
Utah
$8.8M 219,341 -35,955 -14%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$6.7M 167,009 -2,125 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.25M 155,731 +3,451 +2%
CCM
10
Cutler Capital Management
Massachusetts
$6.12M 152,514 +344 +0.2%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.1M 152,077 -888 -0.6%
Franklin Resources
12
Franklin Resources
California
$5.25M 130,824 +36 +0%
State Street
13
State Street
Massachusetts
$4.72M 117,674 +1,598 +1%
AllianceBernstein
14
AllianceBernstein
Tennessee
$4.7M 117,132 -10,068 -8%
LSV Asset Management
15
LSV Asset Management
Illinois
$4.38M 109,225 – –
Northern Trust
16
Northern Trust
Illinois
$4.09M 101,942 +1,917 +2%
BCM
17
Bridgeway Capital Management
Texas
$3.35M 83,526 +3,368 +4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$3.32M 82,869 -3,000 -3%
American Century Companies
19
American Century Companies
Missouri
$2.65M 66,116 +21 +0%
Federated Hermes
20
Federated Hermes
Pennsylvania
$2.63M 65,483 +2,444 +4%
Morgan Stanley
21
Morgan Stanley
New York
$2.48M 61,804 +42,151 +214%
PCM
22
Poehling Capital Management
Wisconsin
$2.34M 58,327 – –
VIM
23
Vista Investment Management
Pennsylvania
$2.1M 52,410 +301 +0.6%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.1M 52,398 – –
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$1.8M 45,000 – –
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