SFBS icon

ServisFirst Bancshares
SFBS

Overview Fund Activity

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
Holders
250
Holders Change
+21
Holders Change %
+9.17%
% of All Funds
3.96%
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

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$331M
2
Wells Fargo
Wells Fargo
California
$34.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.1M
4
State Street
State Street
Massachusetts
$182M
5
CCP
Clarkston Capital Partners
Michigan
$11.4M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$83.9M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$30.9M
4
DAM
Davis Asset Management
California
$95.3M
5
WG
Welch Group
Alabama
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
226
Tarbox Family Office
California
$7K – – –
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
ST
228
Sageworth Trust
Pennsylvania
$5K – – –
GAM
229
Gemmer Asset Management
California
$5K – – –
FPS
230
Fieldpoint Private Securities
Connecticut
$5K – – –
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.15K +11 +30%
PCOC
232
Power Corp of Canada
Canada
$5K +$5K +48 New
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$4K +$966 +14 +32%
JWA
234
JFS Wealth Advisors
Pennsylvania
$4K +$2.18K +24 +120%
NIC
235
Northwest Investment Counselors
Oregon
$4K +$4K +38 New
MAM
236
Meeder Asset Management
Ohio
$4K +$4K +41 New
HNB
237
Huntington National Bank
Ohio
$3K – – –
BWA
238
BDO Wealth Advisors
Florida
$3K – – –
TWC
239
TD Waterhouse Canada
Ontario, Canada
$2.13K +$1.12K +10 +111%
TPCW
240
TD Private Client Wealth
New York
$2.1K -$1.33K -14 -39%
AFG
241
Albion Financial Group
Utah
$2K -$2K -16 -50%
MCM
242
Manchester Capital Management
Vermont
$2K – – –
PA
243
Parallel Advisors
California
$2K – – –
CI
244
Cordant Inc
Oregon
$2K +$2K +26 New
SC
245
Schubert & Co
Texas
$1K +$91 +1 +10%
AF
246
Allworth Financial
California
$1K +$1K +6 New
GRP
247
Global Retirement Partners
California
$1K +$1K +13 New
DI
248
Disciplined Investments
Oklahoma
$1K +$1K +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