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ServisFirst Bancshares
SFBS

Overview Fund Activity

260 hedge funds and large institutions have $2.45B invested in ServisFirst Bancshares in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
96
Reduced
80
Closed
22
Calls
$872K
Puts
$379K
Net Calls
+$493K
Net Calls Change
-$647K

Top Buyers

1
SIG
Stonegate Investment Group
Alabama
$60.2M
2
HWA
HHM Wealth Advisors
Tennessee
$4.45M
3
Millennium Management
Millennium Management
New York
$5.95M
4
State Street
State Street
Massachusetts
$146M
5
SC
Savant Capital
Illinois
$4.05M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$183M
2
Truist Financial
Truist Financial
North Carolina
$924K
3
WA
Wasatch Advisors
Utah
$39.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$356M
5
BlackRock
BlackRock
New York
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
226
SYSTM Wealth Solutions
Illinois
$9.92K -$370K -5,858 -97%
Osaic Holdings
227
Osaic Holdings
Arizona
$8.53K -$509K -8,048 -98%
WWM
228
Wolff Wiese Magana
California
$6.89K – – –
PS
229
Principal Securities
Iowa
$6.57K +$3.92K +62 +148%
AAP
230
Arax Advisory Partners
Colorado
$6.57K +$6.57K +104 New
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$4.87K – – –
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$3.92K – – –
SA
233
Scarborough Advisors
Maryland
$3.92K – – –
UB
234
UMB Bank
Missouri
$3.79K +$2.4K +38 +173%
QL
235
Quarry LP
New York
$3.79K +$3.79K +60 New
VWM
236
Venturi Wealth Management
Texas
$3.29K – – –
PA
237
Parallel Advisors
California
$3.1K +$63 +1 +2%
JWA
238
JFS Wealth Advisors
Pennsylvania
$3.03K – – –
SWM
239
Spire Wealth Management
Virginia
$2.53K – – –
AF
240
Allworth Financial
California
$2.4K – – –
LC
241
Lindbrook Capital
California
$2.4K – – –
TWP
242
Triad Wealth Partners
Kansas
$2.34K +$2.34K +37 New
AEPWM
243
Atlantic Edge Private Wealth Management
Florida
$2.15K – – –
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$2.15K – – –
AFG
245
Albion Financial Group
Utah
$2.09K – – –
TWC
246
TD Waterhouse Canada
Ontario, Canada
$1.88K -$63 -1 -3%
OWA
247
Opal Wealth Advisors
New York
$1.77K +$1.77K +28 New
GIS
248
Grayhawk Investment Strategies
Alberta, Canada
$1.52K – – –
VNA
249
Valley National Advisers
Pennsylvania
$1K – – –
SIC
250
SJS Investment Consulting
Ohio
$948 – – –
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10
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