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SFBS

ServisFirst Bancshares

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 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $872K | Put options by funds: $379K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

3% more funds holding

Funds holding: 253260 (+7)

1.61% more ownership

Funds ownership: 69.5%71.11% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.51B → $2.45B (-$63.2M)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
3.76%
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
23
Calls
$872K
Puts
$379K
Net Calls
+$493K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
251
Rothschild Investment LLC
Illinois
$948 +$617 +10 +200%
DPW
252
DiNuzzo Private Wealth
Pennsylvania
$696 +$62 +1 +10%
ECM
253
Everence Capital Management
Indiana
$629
IC
254
Innealta Capital
Texas
$569 +$556 +9 New
PFBT
255
Parkside Financial Bank & Trust
Missouri
$443
AWM
256
Abound Wealth Management
Tennessee
$380
HCP
257
Hexagon Capital Partners
Arkansas
$253 -$309 -5 -56%
HNB
258
Huntington National Bank
Ohio
$253 +$247 +4 New
TFM
259
TFC Financial Management
Massachusetts
$64 +$62 +1 New
LFG
260
Larson Financial Group
Missouri
$63 +$62 +1 New
TPSF
261
Texas Permanent School Fund
Texas
-$2.85M -42,877 Closed
AIG
262
American International Group
New York
-$1.82M -27,399 Closed
Mirae Asset Global Investments
263
Mirae Asset Global Investments
South Korea
-$1.2M -21,738 Closed
PP
264
PDT Partners
New York
-$801K -12,078 Closed
BTWM
265
Baker Tilly Wealth Management
Wisconsin
-$706K -10,632 Closed
JFG
266
Jefferies Financial Group
New York
-$603K -9,081 Closed
Jennison Associates
267
Jennison Associates
New York
-$411K -6,189 Closed
Capstone Investment Advisors
268
Capstone Investment Advisors
New York
-$297K -4,473 Closed
HW
269
Hancock Whitney
Mississippi
-$278K -4,191 Closed
Cerity Partners
270
Cerity Partners
New York
-$221K -3,325 Closed
BCM
271
Bayesian Capital Management
New York
-$217K -3,265 Closed
LF
272
LifeSteps Financial
California
-$212K -3,200 Closed
DFCM
273
Dark Forest Capital Management
Puerto Rico
-$207K -3,124 Closed
Mackenzie Financial
274
Mackenzie Financial
Ontario, Canada
-$206K -3,111 Closed
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
-$206K -3,098 Closed

SFBS Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2024, worth a combined $2.45B — down 2.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SFBS positions and 23 closed out — a net gain of 12 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Stonegate Investment Group, adding an estimated $55.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.1M.

  • 260 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2024, up from 253 in Q1 2024.
  • Funds reported $2.45B of ServisFirst Bancshares stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 35 funds opened new ServisFirst Bancshares positions in Q2 2024 and 23 closed out, a net change of +12 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2024 was Stonegate Investment Group, an estimated $55.6M added.
  • The largest ServisFirst Bancshares seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2024.