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ServisFirst Bancshares
SFBS

Overview Fund Activity

252 hedge funds and large institutions have $2.51B invested in ServisFirst Bancshares in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
85
Reduced
104
Closed
16
Calls
$1.64M
Puts
$498K
Net Calls
+$1.14M
Net Calls Change
-$432K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$95.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$378M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.53M
5
MOACM
Mutual of America Capital Management
New York
$7.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$40.3M
2
WA
Wasatch Advisors
Utah
$48.4M
3
BlackRock
BlackRock
New York
$515M
4
State Street
State Street
Massachusetts
$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
Scarborough Advisors
Maryland
$4.11K – – –
VWM
227
Venturi Wealth Management
Texas
$3.45K -$332 -5 -9%
JWA
228
JFS Wealth Advisors
Pennsylvania
$3.19K +$66 +1 +2%
PA
229
Parallel Advisors
California
$3.19K -$464 -7 -13%
PS
230
Principal Securities
Iowa
$2.79K +$133 +2 +5%
SWM
231
Spire Wealth Management
Virginia
$2.65K – – –
TWC
232
TD Waterhouse Canada
Ontario, Canada
$2.54K +$2.22K +27 +675%
LC
233
Lindbrook Capital
California
$2.52K – – –
AEPWM
234
Atlantic Edge Private Wealth Management
Florida
$2.26K – – –
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$2.26K – – –
AFG
236
Albion Financial Group
Utah
$2.19K +$1.13K +17 +106%
AF
237
Allworth Financial
California
$2.06K – – –
GIS
238
Grayhawk Investment Strategies
Alberta, Canada
$1.59K – – –
UB
239
UMB Bank
Missouri
$1.46K +$1.46K +22 New
A
240
AlphaQuest
New York
$1.33K -$398 -6 -23%
VNA
241
Valley National Advisers
Pennsylvania
$1K – – –
SIC
242
SJS Investment Consulting
Ohio
$996 – – –
FFA
243
Farther Finance Advisors
California
$984 -$328 -5 -25%
ECM
244
Everence Capital Management
Indiana
$708 – – –
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$664 +$66 +1 +11%
HCP
246
Hexagon Capital Partners
Arkansas
$597 +$265 +4 +80%
BIA
247
Bell Investment Advisors
California
$531 +$531 +8 New
PFBT
248
Parkside Financial Bank & Trust
Missouri
$465 – – –
AWM
249
Abound Wealth Management
Tennessee
$399 – – –
VWA
250
Valued Wealth Advisors
Utah
$334 +$334 +5 New
7 8 9
10
11