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SFBS

ServisFirst Bancshares

240 hedge funds and large institutions have $2.76B invested in ServisFirst Bancshares in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

534% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $193K

0.65% less ownership

Funds ownership: 65.15%64.5% (-0.65%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

4% less funds holding

Funds holding: 250240 (-10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 97

18% less capital invested

Capital invested by funds: $3.37B → $2.76B (-$603M)

Holders
240
Holders Change
-10
Holders Change %
-4%
% of All Funds
4.04%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
21
Increased
81
Reduced
97
Closed
23
Calls
$1.22M
Puts
$193K
Net Calls
+$1.03M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$3K -$407 -5 -11%
BWA
227
BDO Wealth Advisors
Florida
$3K
NIC
228
Northwest Investment Counselors
Oregon
$3K
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$2.11K -$586K -7,194 -21%
PA
230
Parallel Advisors
California
$2K
GRP
231
Global Retirement Partners
California
$2K +$1.3K +16 +123%
GIS
232
Grayhawk Investment Strategies
Alberta, Canada
$2K +$1.95K +24 New
TWC
233
TD Waterhouse Canada
Ontario, Canada
$1.8K
TPCW
234
TD Private Client Wealth
New York
$1.74K
DI
235
Disciplined Investments
Oklahoma
$1K -$244 -3 -23%
AFG
236
Albion Financial Group
Utah
$1K
SC
237
Schubert & Co
Texas
$1K +$489 +6 +55%
LC
238
Lindbrook Capital
California
$1K +$1.14K +14 New
SFG
239
Steward Financial Group
Texas
$1K +$1.63K +20 New
LW
240
Linscomb Wealth
Texas
-$2.32M -24,338 Closed
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
-$2.1M -22,008 Closed
EI
242
EAM Investors
California
-$1.68M -17,595 Closed
HSBC Holdings
243
HSBC Holdings
United Kingdom
-$899K -9,350 Closed
5L
244
55I LLC
Massachusetts
-$635K -6,659 Closed
PAM
245
Paradigm Asset Management
New York
-$534K -5,600 Closed
JSW
246
Journey Strategic Wealth
New Jersey
-$394K -4,135 Closed
GCP
247
GSA Capital Partners
United Kingdom
-$374K -3,922 Closed
HSA
248
HBK Sorce Advisory
Pennsylvania
-$352K -3,696 Closed
ECM
249
Evergreen Capital Management
Washington
-$298K -3,128 Closed
GIA
250
Gladstone Institutional Advisory
Florida
-$283K -2,971 Closed

SFBS Hedge Fund Activity: Q2 2022 in Review

240 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2022, worth a combined $2.76B — down 18% from $3.37B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SFBS and 21 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $38.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $25.1M.

  • 240 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2022, down from 250 in Q1 2022.
  • Funds reported $2.76B of ServisFirst Bancshares stock for Q2 2022, down 18% quarter-over-quarter.
  • 21 funds opened new ServisFirst Bancshares positions in Q2 2022 and 23 closed out, a net change of -2 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2022 was JP Morgan Chase, an estimated $38.3M added.
  • The largest ServisFirst Bancshares seller in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q2 2022.