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SFBS

ServisFirst Bancshares
SFBS

146 hedge funds and large institutions have $996M invested in ServisFirst Bancshares in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

16% more capital invested

Capital invested by funds: $856M → $996M (+$140M)

1% more funds holding

Funds holding: 144 → 146 (+2)

1.3% more ownership

Funds ownership: 48.19% → 49.49% (+1.3%)

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
58
Reduced
38
Closed
14
Calls
$203K
Puts
–
Net Calls
+$203K
Net Calls Change
-$288K

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$16.3M
2
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
+$4.04M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.71M
4
Morgan Stanley
Morgan Stanley
New York
+$2.41M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.63M
2
Invesco
Invesco
Georgia
-$2.15M
3
Wells Fargo
Wells Fargo
California
-$1.45M
4
BIA
BHK Investment Advisors
Alabama
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$887K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$4.21M -$692K -19,348 -15%
LIM
27
Leavell Investment Management
Alabama
$4.04M +$686K +19,191 +22%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.91M -$715K -20,000 -16%
Public Sector Pension Investment Board (PSP Investments)
29
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.89M -$511K -14,300 -12%
Goldman Sachs
30
Goldman Sachs
New York
$3.46M +$1.26M +35,156 +62%
Wells Fargo
31
Wells Fargo
California
$3.32M -$1.45M -40,544 -31%
Swiss National Bank
32
Swiss National Bank
Switzerland
$3.28M +$50K +1,400 +2%
Fisher Asset Management
33
Fisher Asset Management
Washington
$3.24M – – –
Norges Bank
34
Norges Bank
Norway
$3.2M – – –
Creative Planning
35
Creative Planning
Kansas
$3.19M – – –
Stifel Financial
36
Stifel Financial
Missouri
$3.17M -$13.7K -384 -0.5%
EVM
37
Eaton Vance Management
Massachusetts
$2.88M +$1.29K +36 +0%
FNF
38
Fidelity National Financial
Florida
$2.88M – – –
Prudential Financial
39
Prudential Financial
New Jersey
$2.87M -$15K -420 -0.5%
Citadel Advisors
40
Citadel Advisors
Florida
$2.86M -$864K -24,165 -24%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$52.5K -1,468 -2%
AllianceBernstein
42
AllianceBernstein
Tennessee
$2.73M -$78.6K -2,200 -3%
Barclays
43
Barclays
United Kingdom
$2.71M +$798K +22,323 +45%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.64M +$205K +5,743 +9%
HAI
45
Hennessy Advisors Inc
California
$2.54M +$89.4K +2,500 +4%
MAG
46
Mayfair Advisory Group
Alabama
$2.34M +$2.22M +62,044 New
RJA
47
Raymond James & Associates
Florida
$2.29M +$1.78M +49,712 +454%
Victory Capital Management
48
Victory Capital Management
Texas
$2.27M +$157K +4,388 +8%
Canada Life
49
Canada Life
Manitoba, Canada
$2.1M +$2.01M +56,327 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.92M -$214K -6,000 -11%
1
2
3 4 5

SFBS Hedge Fund Activity: Q4 2019 in Review

146 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2019, worth a combined $996M — up 16% from $856M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SFBS positions and 14 closed out — a net gain of 9 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $16.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $2.63M sold.

  • 146 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $996M of ServisFirst Bancshares stock for Q4 2019, up 16% quarter-over-quarter.
  • 23 funds opened new ServisFirst Bancshares positions in Q4 2019 and 14 closed out, a net change of +9 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2019 was Principal Financial Group, an estimated $16.3M added.
  • The largest ServisFirst Bancshares seller in Q4 2019 was HSBC Holdings, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2019.