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SFBS

ServisFirst Bancshares

252 hedge funds and large institutions have $2.35B invested in ServisFirst Bancshares in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% more ownership

Funds ownership: 64.2%64.94% (+0.74%)

5% less funds holding

Funds holding: 264252 (-12)

16% less capital invested

Capital invested by funds: $2.79B → $2.35B (-$435M)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 107

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

31% less call options, than puts

Call options by funds: $138K | Put options by funds: $200K

Holders
252
Holders Change
-12
Holders Change %
-4.55%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
22
Increased
84
Reduced
107
Closed
31
Calls
$138K
Puts
$200K
Net Calls
-$62K
Net Calls Change
-$870K
Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
226
Sageworth Trust Company of South Dakota
South Dakota
$6K
TWA
227
TCI Wealth Advisors
Arizona
$5.17K -$75 -1 -1%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$4K -$1.05K -14 -21%
ST
229
Sageworth Trust
Pennsylvania
$4K
RCM
230
Raleigh Capital Management
North Carolina
$2.76K +$1.42K +19 +90%
TC
231
Truvestments Capital
Florida
$2.69K +$2.91K +39 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$2.48K +$224 +3 +9%
JWA
233
JFS Wealth Advisors
Pennsylvania
$2.34K -$373 -5 -13%
BWA
234
BDO Wealth Advisors
Florida
$2.34K
MCM
235
Manchester Capital Management
Vermont
$1.86K -$2.46K -33 -55%
GIS
236
Grayhawk Investment Strategies
Alberta, Canada
$1.65K
TWC
237
TD Waterhouse Canada
Ontario, Canada
$1.49K
MFT
238
Moisand Fitzgerald Tamayo
Florida
$1.38K -$224 -3 -13%
PA
239
Parallel Advisors
California
$1.1K -$523 -7 -30%
AFG
240
Albion Financial Group
Utah
$1.1K
AWM
241
Accurate Wealth Management
Florida
$1.04K +$1.12K +15 New
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$1K -$3.06K -41 -69%
SFG
243
Steward Financial Group
Texas
$1K +$1.27K +17 New
SC
244
Schubert & Co
Texas
$896 -$971 -13 -50%
SIC
245
SJS Investment Consulting
Ohio
$827 +$299 +4 +50%
ECM
246
Everence Capital Management
Indiana
$735
DI
247
Disciplined Investments
Oklahoma
$689 -$299 -4 -29%
Point72 Asset Management
248
Point72 Asset Management
Connecticut
$482 +$523 +7 New
Federated Hermes
249
Federated Hermes
Pennsylvania
$413 -$1.3M -17,445 -100%
HCP
250
Hexagon Capital Partners
Arkansas
$345

SFBS Hedge Fund Activity: Q4 2022 in Review

252 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2022, worth a combined $2.35B — down 16% from $2.79B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SFBS and 22 opened new positions — a net loss of 9 holders — while 107 trimmed existing stakes and 84 added.

The largest buyer was JP Morgan Chase, adding an estimated $14.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.9M.

  • 252 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2022, down from 264 in Q3 2022.
  • Funds reported $2.35B of ServisFirst Bancshares stock for Q4 2022, down 16% quarter-over-quarter.
  • 22 funds opened new ServisFirst Bancshares positions in Q4 2022 and 31 closed out, a net change of -9 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2022 was JP Morgan Chase, an estimated $14.4M added.
  • The largest ServisFirst Bancshares seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2022.