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ServisFirst Bancshares
SFBS

Overview Fund Activity

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
Holders
240
Holders Change
-10
Holders Change %
-4%
% of All Funds
4.06%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.3M
2
State Street
State Street
Massachusetts
$170M
3
Morgan Stanley
Morgan Stanley
New York
$27.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$5.94M
5
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$6.88M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$250M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$56.4M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$23.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$95.8M
5
Wells Fargo
Wells Fargo
California
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$3K -$385 -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 -$566 -7,194 -21%
PA
230
Parallel Advisors
California
$2K – – –
GRP
231
Global Retirement Partners
California
$2K +$1.1K +16 +123%
GIS
232
Grayhawk Investment Strategies
Alberta, Canada
$2K +$2K +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 -$300 -3 -23%
AFG
236
Albion Financial Group
Utah
$1K – – –
SC
237
Schubert & Co
Texas
$1K +$353 +6 +55%
LC
238
Lindbrook Capital
California
$1K +$1K +14 New
SFG
239
Steward Financial Group
Texas
$1K +$1K +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
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