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SFBS

ServisFirst Bancshares
SFBS

121 hedge funds and large institutions have $443M invested in ServisFirst Bancshares in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

32% more capital invested

Capital invested by funds: $335M → $443M (+$107M)

15% more funds holding

Funds holding: 105 → 121 (+16)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
121
Holders Change
+16
Holders Change %
+15.24%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
36
Increased
41
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$41.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$7.52M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.25M

Top Sellers

Rank Fund Capital Flow
1
NAP
New Amsterdam Partners
New York
-$12.5M
2
Millennium Management
Millennium Management
New York
-$12.2M
3
Goldman Sachs
Goldman Sachs
New York
-$7.06M
4
Northern Trust
Northern Trust
Illinois
-$6.61M
5
WG
Welch Group
Alabama
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$4.05M +$20.1K +820 +0.5%
Fisher Asset Management
27
Fisher Asset Management
Washington
$3.9M -$629K -25,604 -14%
SAMC
28
Shinko Asset Management Company
Japan
$3.88M -$629K -25,604 -14%
TCIM
29
TIAA CREF Investment Management
New York
$3.84M -$129K -5,254 -3%
CIM
30
Calvert Investment Management
Maryland
$3.79M +$3.77M +153,418 New
Charles Schwab
31
Charles Schwab
California
$3.69M +$60.4K +2,460 +2%
WG
32
Welch Group
Alabama
$3.66M -$5.74M -233,564 -61%
PI
33
Putnam Investments
Massachusetts
$3.29M – – –
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$2.96M +$72.4K +2,950 +3%
Macquarie Group
35
Macquarie Group
Australia
$2.79M +$2.78M +113,120 New
Stifel Financial
36
Stifel Financial
Missouri
$2.73M +$2.46K +100 +0.1%
AQR Capital Management
37
AQR Capital Management
Connecticut
$2.61M +$275K +11,204 +12%
Prudential Financial
38
Prudential Financial
New Jersey
$2.6M +$2.59M +105,280 New
First Trust Advisors
39
First Trust Advisors
Illinois
$2.39M +$1.15M +46,744 +93%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.39M +$46.2K +1,880 +2%
HAI
41
Hennessy Advisors Inc
California
$2.1M -$4.3M -175,000 -67%
PPA
42
Parametric Portfolio Associates
Washington
$1.96M +$730K +29,716 +60%
LIM
43
Leavell Investment Management
Alabama
$1.86M +$491K +20,000 +36%
TA
44
Teachers Advisors
New York
$1.82M +$135K +5,486 +8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.8M +$49.1K +2,000 +3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.63M +$221K +9,000 +16%
Invesco
47
Invesco
Georgia
$1.46M +$1.45M +59,138 New
GC
48
Guggenheim Capital
Illinois
$1.43M +$1.42M +57,728 New
Canada Life
49
Canada Life
Manitoba, Canada
$1.4M +$1.26M +51,470 +953%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$1.34M +$7.37K +300 +0.6%
1
2
3 4 5

SFBS Hedge Fund Activity: Q2 2016 in Review

121 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2016, worth a combined $443M — up 32% from $335M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SFBS positions and 19 closed out — a net gain of 17 holders — while 41 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $41.1M. The largest seller was New Amsterdam Partners, cutting an estimated $12.5M.

  • 121 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2016, up from 105 in Q1 2016.
  • Funds reported $443M of ServisFirst Bancshares stock for Q2 2016, up 32% quarter-over-quarter.
  • 36 funds opened new ServisFirst Bancshares positions in Q2 2016 and 19 closed out, a net change of +17 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $41.1M added.
  • The largest ServisFirst Bancshares seller in Q2 2016 was New Amsterdam Partners, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2016.