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ServisFirst Bancshares
SFBS

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in ServisFirst Bancshares in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
74
Reduced
95
Closed
25
Calls
$1.73M
Puts
$153K
Net Calls
+$1.57M
Net Calls Change
+$274K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$46.4M
2
BlackRock
BlackRock
New York
+$21.3M
3
State Street
State Street
Massachusetts
+$13.7M
4
CIP
Champlain Investment Partners
Vermont
+$5.66M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.77M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$12.6M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$12.3M
3
DAM
Davis Asset Management
California
-$5.33M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$4.15M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$3.87K – – –
HT
227
Headlands Technologies
Illinois
$3.87K +$3.87K +58 New
VWM
228
Venturi Wealth Management
Texas
$3.8K – – –
PA
229
Parallel Advisors
California
$3.67K +$533 +8 +17%
JWA
230
JFS Wealth Advisors
Pennsylvania
$3.13K +$933 +14 +42%
PS
231
Principal Securities
Iowa
$2.67K +$2.67K +40 New
SWM
232
Spire Wealth Management
Virginia
$2.55K – – –
LC
233
Lindbrook Capital
California
$2.53K +$533 +8 +27%
AEPWM
234
Atlantic Edge Private Wealth Management
Florida
$2.27K +$2.27K +34 New
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$2.27K -$133 -2 -6%
AF
236
Allworth Financial
California
$2.07K – – –
GI
237
Gradient Investments
Minnesota
$2K – – –
A
238
AlphaQuest
New York
$1.73K +$1.73K +26 New
GIS
239
Grayhawk Investment Strategies
Alberta, Canada
$1.6K – – –
FFA
240
Farther Finance Advisors
California
$1.33K +$1.33K +20 New
GWS
241
Glassman Wealth Services
Virginia
$1.2K – – –
AFG
242
Albion Financial Group
Utah
$1.07K – – –
SIC
243
SJS Investment Consulting
Ohio
$1K +$67 +1 +7%
VNA
244
Valley National Advisers
Pennsylvania
$1K +$1K +20 New
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$600 +$600 +9 New
PFBT
246
Parkside Financial Bank & Trust
Missouri
$467 -$9.07K -136 -95%
AWM
247
Abound Wealth Management
Tennessee
$400 -$133 -2 -25%
HCP
248
Hexagon Capital Partners
Arkansas
$334 +$334 +5 New
TWC
249
TD Waterhouse Canada
Ontario, Canada
$251 – – –
AF
250
Advisornet Financial
Minnesota
$200 +$200 +3 New
7 8 9
10
11