ServisFirst Bancshares
SFBS
240 hedge funds and large institutions have $1.95B invested in ServisFirst Bancshares in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 16 closing their positions.
777% more call options, than puts
Call options by funds: $1.47M | Put options by funds: $167K
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
26% more capital invested
Capital invested by funds: $1.55B → $1.95B (+$403M)
7% more funds holding
Funds holding: 224 → 240 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.72% less ownership
Funds ownership: 69.4% → 68.68% (-0.72%)
25% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$11.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.07M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$4.67M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.53M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$12.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$12.2M |
| 3 |
BlackRock
New York
|
-$9.63M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$3.82M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Holocene Advisors
New York
| – | -$297K | -7,269 | Closed |
|
|
GCM
252
Graham Capital Management
Rowayton,
Connecticut
| – | -$211K | -5,153 | Closed |
|
|
WAG
253
Wallace Advisory Group
Lafayette,
California
| – | -$262K | -4,805 | Closed |
|
|
FDCC
254
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| – | -$4K | -97 | Closed |
|
|
BIA
255
Bell Investment Advisors
Oakland,
California
| – | -$819 | -20 | Closed |
|
|
DI
256
Disciplined Investments
Tulsa,
Oklahoma
| – | -$409 | -10 | Closed |
|
SFBS Hedge Fund Activity: Q3 2023 in Review
240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2023, worth a combined $1.95B — up 26% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SFBS positions and 16 closed out — a net gain of 18 holders — while 70 added to existing stakes and 93 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $11.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $12.6M.
- 240 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2023, up from 224 in Q2 2023.
- Funds reported $1.95B of ServisFirst Bancshares stock for Q3 2023, up 26% quarter-over-quarter.
- 34 funds opened new ServisFirst Bancshares positions in Q3 2023 and 16 closed out, a net change of +18 holders.
- The largest ServisFirst Bancshares buyer in Q3 2023 was Wasatch Advisors, an estimated $11.4M added.
- The largest ServisFirst Bancshares seller in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2023.