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SFBS

ServisFirst Bancshares
SFBS

153 hedge funds and large institutions have $983M invested in ServisFirst Bancshares in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

1.95% more ownership

Funds ownership: 45.69% → 47.64% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $1.01B → $983M (-$30.7M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 156 → 153 (-3)

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
59
Reduced
43
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.5M
2
BlackRock
BlackRock
New York
+$12.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.12M
4
PCM
Peregrine Capital Management
Minnesota
+$4.25M
5
Morgan Stanley
Morgan Stanley
New York
+$3.74M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.69M
2
CEP
Chicago Equity Partners
Illinois
-$2.27M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.23M
4
State Street
State Street
Massachusetts
-$1.94M
5
AIM
Artemis Investment Management
United Kingdom
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$4.17M -$96.7K -2,288 -2%
Legal & General Group
27
Legal & General Group
United Kingdom
$4.16M +$342K +8,098 +8%
TA
28
Teachers Advisors
New York
$3.76M +$159K +3,764 +4%
TCIM
29
TIAA CREF Investment Management
New York
$3.74M -$345K -8,153 -8%
ROC
30
River Oaks Capital
Minnesota
$3.56M – – –
AQR Capital Management
31
AQR Capital Management
Connecticut
$3.48M -$730K -17,267 -16%
LIM
32
Leavell Investment Management
Alabama
$3.44M +$650K +15,372 +21%
Fisher Asset Management
33
Fisher Asset Management
Washington
$3.36M -$1.27M -29,933 -26%
RA
34
Royce & Associates
New York
$3.33M – – –
Norges Bank
35
Norges Bank
Norway
$3.32M – – –
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$3.22M -$67.2K -1,591 -2%
Wells Fargo
37
Wells Fargo
California
$3.08M -$162K -3,829 -5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.07M – – –
Prudential Financial
39
Prudential Financial
New Jersey
$3.03M -$1.99K -47 -0.1%
BIA
40
BHK Investment Advisors
Alabama
$2.95M -$775K -18,348 -20%
UBS Group
41
UBS Group
Switzerland
$2.82M +$877K +20,755 +40%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$2.79M -$169 -4 -0%
ASRS
43
Arizona State Retirement System
Arizona
$2.6M +$22.9K +542 +0.8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.55M – – –
BUB
45
BBVA USA Bancshares
Texas
$2.36M -$676K -16,000 -21%
EVM
46
Eaton Vance Management
Massachusetts
$2.29M +$718 +17 +0%
Canada Life
47
Canada Life
Manitoba, Canada
$2.27M – – –
RFC
48
Regions Financial Corp
Alabama
$2.05M – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.04M – – –
Bank of America
50
Bank of America
North Carolina
$2.03M +$287K +6,800 +15%
1
2
3 4 5

SFBS Hedge Fund Activity: Q3 2018 in Review

153 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2018, worth a combined $983M — down 3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SFBS and 17 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $25.5M. The largest seller was JP Morgan Chase, cutting an estimated $2.69M.

  • 153 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2018, down from 156 in Q2 2018.
  • Funds reported $983M of ServisFirst Bancshares stock for Q3 2018, down 3% quarter-over-quarter.
  • 17 funds opened new ServisFirst Bancshares positions in Q3 2018 and 18 closed out, a net change of -1 holder.
  • The largest ServisFirst Bancshares buyer in Q3 2018 was Fidelity Investments, an estimated $25.5M added.
  • The largest ServisFirst Bancshares seller in Q3 2018 was JP Morgan Chase, an estimated $2.69M sold.

Based on aggregated 13F filings for Q3 2018.