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ServisFirst Bancshares
SFBS

Overview Fund Activity

239 hedge funds and large institutions have $2B invested in ServisFirst Bancshares in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
27
Increased
98
Reduced
81
Closed
39
Calls
$284K
Puts
$305K
Net Calls
-$21K
Net Calls Change
+$41K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$201M
2
CIP
Champlain Investment Partners
Vermont
$44.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.8M
4
State Street
State Street
Massachusetts
$116M
5
Principal Financial Group
Principal Financial Group
Iowa
$49.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.2M
2
PI
Putnam Investments
Massachusetts
$0
3
Millennium Management
Millennium Management
New York
$970K
4
Victory Capital Management
Victory Capital Management
Texas
$2.01M
5
CRC
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
226
TD Waterhouse Canada
Ontario, Canada
$1.15K – – –
MFT
227
Moisand Fitzgerald Tamayo
Florida
$1.09K – – –
AFG
228
Albion Financial Group
Utah
$875 – – –
PA
229
Parallel Advisors
California
$874 – – –
LC
230
Lindbrook Capital
California
$819 +$819 +15 New
SC
231
Schubert & Co
Texas
$765 +$55 +1 +8%
TWD
232
True Wealth Design
Ohio
$656 +$656 +12 New
HCP
233
Hexagon Capital Partners
Arkansas
$601 +$328 +6 +120%
ECM
234
Everence Capital Management
Indiana
$583 – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$492 -$1.37K -25 -74%
SIC
236
SJS Investment Consulting
Ohio
$492 -$164 -3 -25%
BIA
237
Bell Investment Advisors
California
$492 +$492 +9 New
DI
238
Disciplined Investments
Oklahoma
$273 -$273 -5 -50%
PI
239
Putnam Investments
Massachusetts
– -$8.58M -124,475 Closed
CRC
240
Curi RMB Capital
Illinois
– -$6.2M -90,024 Closed
OCM
241
Osterweis Capital Management
California
– -$4.31M -62,485 Closed
Los Angeles Capital Management
242
Los Angeles Capital Management
California
– -$3.53M -51,182 Closed
CAM
243
ClariVest Asset Management
California
– -$1.69M -24,485 Closed
LW
244
Linscomb Wealth
Texas
– -$1.68M -24,338 Closed
HIS
245
Horizon Investment Services
Indiana
– -$1.17M -17,030 Closed
LPL Financial
246
LPL Financial
California
– -$1.14M -16,490 Closed
PPC
247
Park Place Capital
Alabama
– -$1.1M -15,900 Closed
ZIM
248
Zacks Investment Management
Illinois
– -$994K -14,420 Closed
HSBC Holdings
249
HSBC Holdings
United Kingdom
– -$797K -11,521 Closed
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
– -$651K -9,451 Closed
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