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SFBS

ServisFirst Bancshares

281 hedge funds and large institutions have $3.16B invested in ServisFirst Bancshares in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 97 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $265K

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more capital invested

Capital invested by funds: $2.45B → $3.16B (+$714M)

8% more funds holding

Funds holding: 260281 (+21)

1% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 96

0.99% more ownership

Funds ownership: 71.11%72.09% (+0.99%)

Holders
281
Holders Change
+21
Holders Change %
+8.08%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
97
Reduced
96
Closed
20
Calls
$2.29M
Puts
$265K
Net Calls
+$2.02M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.33K +$8.83K +116 New
PS
252
Principal Securities
Iowa
$8.85K +$457 +6 +6%
WWM
253
Wolff Wiese Magana
California
$8.77K
AAP
254
Arax Advisory Partners
Colorado
$8.37K
Jones Financial Companies
255
Jones Financial Companies
Missouri
$5.14K +$4.95K +65 New
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$4.99K
HCP
257
Hexagon Capital Partners
Arkansas
$4.59K +$4.03K +53 +1,325%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$4.47K +$2.13K +28 +93%
VWM
259
Venturi Wealth Management
Texas
$4.18K
RIL
260
Rothschild Investment LLC
Illinois
$4.02K +$2.66K +35 +233%
JWA
261
JFS Wealth Advisors
Pennsylvania
$3.94K +$76 +1 +2%
PA
262
Parallel Advisors
California
$3.94K
SWM
263
Spire Wealth Management
Virginia
$3.22K
LC
264
Lindbrook Capital
California
$3.06K
HWM
265
Hemington Wealth Management
Virginia
$3K +$3.04K +40 New
AEPWM
266
Atlantic Edge Private Wealth Management
Florida
$2.74K
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$2.73K
AFG
268
Albion Financial Group
Utah
$2.65K
AF
269
Allworth Financial
California
$2.49K
SPIA
270
Steward Partners Investment Advisory
New York
$2.09K +$1.98K +26 New
LFG
271
Larson Financial Group
Missouri
$1.69K +$1.52K +20 +2,000%
SIC
272
SJS Investment Consulting
Ohio
$1.13K -$76 -1 -7%
DPW
273
DiNuzzo Private Wealth
Pennsylvania
$966 +$76 +1 +9%
VAMG
274
Voisard Asset Management Group
Michigan
$805 +$761 +10 New
PFBT
275
Parkside Financial Bank & Trust
Missouri
$564

SFBS Hedge Fund Activity: Q3 2024 in Review

281 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2024, worth a combined $3.16B — up 29% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SFBS positions and 20 closed out — a net gain of 23 holders — while 97 added to existing stakes and 96 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $35.8M. The largest seller was JP Morgan Chase, cutting an estimated $52.8M.

  • 281 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.16B of ServisFirst Bancshares stock for Q3 2024, up 29% quarter-over-quarter.
  • 43 funds opened new ServisFirst Bancshares positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $35.8M added.
  • The largest ServisFirst Bancshares seller in Q3 2024 was JP Morgan Chase, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2024.