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SFBS

ServisFirst Bancshares

251 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, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,027% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $153K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

30% more capital invested

Capital invested by funds: $1.95B → $2.54B (+$591M)

5% more funds holding

Funds holding: 240251 (+11)

1.37% more ownership

Funds ownership: 68.68%70.04% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 96

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% 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
96
Closed
25
Calls
$1.73M
Puts
$153K
Net Calls
+$1.57M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$3.87K
HT
227
Headlands Technologies
Illinois
$3.87K +$3.13K +58 New
VWM
228
Venturi Wealth Management
Texas
$3.8K
PA
229
Parallel Advisors
California
$3.67K +$432 +8 +17%
LSA
230
Leonteq Securities AG
Switzerland
$3.33K -$2.7K -50 -50%
JWA
231
JFS Wealth Advisors
Pennsylvania
$3.13K +$757 +14 +42%
PS
232
Principal Securities
Iowa
$2.67K +$2.16K +40 New
SWM
233
Spire Wealth Management
Virginia
$2.55K
LC
234
Lindbrook Capital
California
$2.53K +$432 +8 +27%
AEPWM
235
Atlantic Edge Private Wealth Management
Florida
$2.27K +$1.84K +34 New
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$2.27K -$108 -2 -6%
AF
237
Allworth Financial
California
$2.07K
GI
238
Gradient Investments
Minnesota
$2K
A
239
AlphaQuest
New York
$1.73K +$1.41K +26 New
GIS
240
Grayhawk Investment Strategies
Alberta, Canada
$1.6K
FFA
241
Farther Finance Advisors
California
$1.33K +$1.08K +20 New
GWS
242
Glassman Wealth Services
Virginia
$1.2K
AFG
243
Albion Financial Group
Utah
$1.07K
SIC
244
SJS Investment Consulting
Ohio
$1K +$54 +1 +7%
VNA
245
Valley National Advisers
Pennsylvania
$1K +$1.08K +20 New
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$600 +$486 +9 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$467 -$7.35K -136 -95%
AWM
248
Abound Wealth Management
Tennessee
$400 -$108 -2 -25%
HCP
249
Hexagon Capital Partners
Arkansas
$334 +$270 +5 New
TWC
250
TD Waterhouse Canada
Ontario, Canada
$251

SFBS Hedge Fund Activity: Q4 2023 in Review

251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2023, worth a combined $2.54B — up 30% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SFBS positions and 25 closed out — a net gain of 14 holders — while 74 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.7M. The largest seller was Millennium Management, cutting an estimated $10.3M.

  • 251 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2023, up from 240 in Q3 2023.
  • Funds reported $2.54B of ServisFirst Bancshares stock for Q4 2023, up 30% quarter-over-quarter.
  • 39 funds opened new ServisFirst Bancshares positions in Q4 2023 and 25 closed out, a net change of +14 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $37.7M added.
  • The largest ServisFirst Bancshares seller in Q4 2023 was Millennium Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2023.