ServisFirst Bancshares
SFBS
252 hedge funds and large institutions have $2.35B invested in ServisFirst Bancshares in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 31 closing their positions.
0.74% more ownership
Funds ownership: 64.2% → 64.94% (+0.74%)
5% less funds holding
Funds holding: 264 → 252 (-12)
16% less capital invested
Capital invested by funds: $2.79B → $2.35B (-$435M)
21% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 107
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
31% less call options, than puts
Call options by funds: $138K | Put options by funds: $200K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$14.4M |
| 2 |
Morgan Stanley
New York
|
+$10.4M |
| 3 |
BlackRock
New York
|
+$9.66M |
| 4 |
Millennium Management
New York
|
+$8.26M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$20.9M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$3.37M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$2.73M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$2.15M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
276
Harvest Fund Management
Beijing,
China
| – | -$12K | -155 | Closed |
|
|
MAM
277
Meeder Asset Management
Dublin,
Ohio
| – | -$11K | -135 | Closed |
|
|
GIA
278
GHP Investment Advisors
Denver,
Colorado
| – | -$9K | -118 | Closed |
|
|
TPCW
279
TD Private Client Wealth
New York
| – | -$1.76K | -22 | Closed |
|
|
CAL
280
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$2K | -19 | Closed |
|
|
LC
281
Lindbrook Capital
Calabasas,
California
| – | -$1K | -14 | Closed |
|
282
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -11 | Closed |
|
SFBS Hedge Fund Activity: Q4 2022 in Review
252 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2022, worth a combined $2.35B — down 16% from $2.79B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of SFBS and 22 opened new positions — a net loss of 9 holders — while 107 trimmed existing stakes and 84 added.
The largest buyer was JP Morgan Chase, adding an estimated $14.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.9M.
- 252 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2022, down from 264 in Q3 2022.
- Funds reported $2.35B of ServisFirst Bancshares stock for Q4 2022, down 16% quarter-over-quarter.
- 22 funds opened new ServisFirst Bancshares positions in Q4 2022 and 31 closed out, a net change of -9 holders.
- The largest ServisFirst Bancshares buyer in Q4 2022 was JP Morgan Chase, an estimated $14.4M added.
- The largest ServisFirst Bancshares seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $20.9M sold.
Based on aggregated 13F filings for Q4 2022.