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SFBS

ServisFirst Bancshares

264 hedge funds and large institutions have $2.79B invested in ServisFirst Bancshares in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

10% more funds holding

Funds holding: 240264 (+24)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $2.76B → $2.79B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.3% less ownership

Funds ownership: 64.5%64.2% (-0.3%)

Holders
264
Holders Change
+24
Holders Change %
+10%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
32
Increased
94
Reduced
93
Closed
7
Calls
$808K
Puts
Net Calls
+$808K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Advisors Ltd
Ohio
$2K +$1.6K +19 New
RCM
252
Raleigh Capital Management
North Carolina
$2K +$1.77K +21 New
MFT
253
Moisand Fitzgerald Tamayo
Florida
$2K +$1.94K +23 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$1.85K -$429K -5,087 -19%
TWC
255
TD Waterhouse Canada
Ontario, Canada
$1.78K -$169 -2 -11%
TPCW
256
TD Private Client Wealth
New York
$1.76K
AFG
257
Albion Financial Group
Utah
$1K
LC
258
Lindbrook Capital
California
$1K
DI
259
Disciplined Investments
Oklahoma
$1K +$337 +4 +40%
SIC
260
SJS Investment Consulting
Ohio
$1K +$675 +8 New
1832 Asset Management
261
1832 Asset Management
Ontario, Canada
$1K +$928 +11 New
Creative Planning
262
Creative Planning
Kansas
-$5.04M -63,891 Closed
MSRPS
263
Maryland State Retirement & Pension System
Maryland
-$1.56M -19,799 Closed
RIM
264
Redwood Investment Management
Arizona
-$402K -5,097 Closed
CAN
265
Cetera Advisor Networks
California
-$335K -4,242 Closed
Lazard Asset Management
266
Lazard Asset Management
New York
-$10K -137 Closed
NIC
267
Northwest Investment Counselors
Oregon
-$3K -38 Closed
GRP
268
Global Retirement Partners
California
-$2.36K -28 -97%
SFG
269
Steward Financial Group
Texas
-$1K -20 Closed
AF
270
Allworth Financial
California
+$84 +1 New
HCP
271
Hexagon Capital Partners
Arkansas
+$253 +3 +150%

SFBS Hedge Fund Activity: Q3 2022 in Review

264 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2022, worth a combined $2.79B — up 0.9% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFBS positions and 7 closed out — a net gain of 25 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $7.44M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $23M.

  • 264 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2022, up from 240 in Q2 2022.
  • Funds reported $2.79B of ServisFirst Bancshares stock for Q3 2022, up 0.9% quarter-over-quarter.
  • 32 funds opened new ServisFirst Bancshares positions in Q3 2022 and 7 closed out, a net change of +25 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2022 was BlackRock, an estimated $7.44M added.
  • The largest ServisFirst Bancshares seller in Q3 2022 was CAPTRUST Financial Advisors, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2022.