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SFBS

ServisFirst Bancshares
SFBS

250 hedge funds and large institutions have $3.37B invested in ServisFirst Bancshares in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $2.88B → $3.37B (+$488M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more funds holding

Funds holding: 229 → 250 (+21)

2.52% more ownership

Funds ownership: 62.63% → 65.15% (+2.5%)

5% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 86

Holders
250
Holders Change
+21
Holders Change %
+9.17%
% of All Funds
3.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
37
Increased
82
Reduced
86
Closed
16
Calls
$2.71M
Puts
–
Net Calls
+$2.71M
Net Calls Change
+$2.05M

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$86.1M
2
Wells Fargo
Wells Fargo
California
+$17.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$15.5M
4
State Street
State Street
Massachusetts
+$10.6M
5
CCP
Clarkston Capital Partners
Michigan
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$16.9M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$16.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7M
4
DAM
Davis Asset Management
California
-$6.26M
5
WG
Welch Group
Alabama
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$7K – – –
FPS
227
Fieldpoint Private Securities
Connecticut
$5K – – –
GAM
228
Gemmer Asset Management
California
$5K – – –
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
ST
230
Sageworth Trust
Pennsylvania
$5K – – –
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$5K +$961 +11 +30%
PCOC
232
Power Corp of Canada
Canada
$5K +$4.19K +48 New
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$4K +$1.22K +14 +32%
JWA
234
JFS Wealth Advisors
Pennsylvania
$4K +$2.1K +24 +120%
NIC
235
Northwest Investment Counselors
Oregon
$4K +$3.32K +38 New
MAM
236
Meeder Asset Management
Ohio
$4K +$3.58K +41 New
BWA
237
BDO Wealth Advisors
Florida
$3K – – –
HNB
238
Huntington National Bank
Ohio
$3K – – –
TWC
239
TD Waterhouse Canada
Ontario, Canada
$2.13K +$873 +10 +111%
TPCW
240
TD Private Client Wealth
New York
$2.1K -$1.22K -14 -39%
AFG
241
Albion Financial Group
Utah
$2K -$1.4K -16 -50%
MCM
242
Manchester Capital Management
Vermont
$2K – – –
PA
243
Parallel Advisors
California
$2K – – –
CI
244
Cordant Inc
Oregon
$2K +$2.27K +26 New
SC
245
Schubert & Co
Texas
$1K +$87 +1 +10%
AF
246
Allworth Financial
California
$1K +$524 +6 New
DI
247
Disciplined Investments
Oklahoma
$1K +$1.14K +13 New
GRP
248
Global Retirement Partners
California
$1K +$1.14K +13 New
Macquarie Group
249
Macquarie Group
Australia
$94 – – –
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
– -$1.59M -18,692 Closed
7 8 9
10
11

SFBS Hedge Fund Activity: Q1 2022 in Review

250 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2022, worth a combined $3.37B — up 17% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SFBS positions and 16 closed out — a net gain of 21 holders — while 82 added to existing stakes and 86 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $86.1M. The largest seller was Principal Financial Group, cutting an estimated $16.9M.

  • 250 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2022, up from 229 in Q4 2021.
  • Funds reported $3.37B of ServisFirst Bancshares stock for Q1 2022, up 17% quarter-over-quarter.
  • 37 funds opened new ServisFirst Bancshares positions in Q1 2022 and 16 closed out, a net change of +21 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $86.1M added.
  • The largest ServisFirst Bancshares seller in Q1 2022 was Principal Financial Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2022.