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SFBS

ServisFirst Bancshares
SFBS

161 hedge funds and large institutions have $991M invested in ServisFirst Bancshares in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

0% more funds holding

Funds holding: 161 → 161 (0)

1.23% less ownership

Funds ownership: 55.26% → 54.03% (-1.2%)

7% less capital invested

Capital invested by funds: $1.06B → $991M (-$72.3M)

22% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 58

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
161
Holders Change
–
Holders Change %
0%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
45
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$12.3M
2
Morgan Stanley
Morgan Stanley
New York
+$1.4M
3
RJA
Raymond James & Associates
Florida
+$1.36M
4
CA
Cetera Advisors
Colorado
+$1.26M
5
PPA
Parametric Portfolio Associates
Washington
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.53M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
-$4.92M
3
BlackRock
BlackRock
New York
-$4.89M
4
WCM
Wedge Capital Management
North Carolina
-$4.86M
5
WG
Winton Group
United Kingdom
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$4.16M -$398K -11,096 -8%
LIM
27
Leavell Investment Management
Alabama
$3.98M +$18K +500 +0.4%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$3.81M +$86.8K +2,418 +2%
Victory Capital Management
29
Victory Capital Management
Texas
$3.75M -$40.2K -1,119 -1%
WA
30
Waverly Advisors
Alabama
$3.69M -$71.6K -1,994 -2%
ASN
31
Advisory Services Network
Georgia
$3.56M -$85.8K -2,389 -2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$3.53M +$64.6K +1,800 +2%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.51M – – –
CRC
34
Curi RMB Capital
Illinois
$3.29M +$672K +18,704 +24%
Creative Planning
35
Creative Planning
Kansas
$2.88M – – –
EMFAT
36
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.85M – – –
Invesco
37
Invesco
Georgia
$2.81M +$313K +8,710 +12%
Comerica Bank
38
Comerica Bank
Texas
$2.61M -$1.33M -37,021 -36%
EVM
39
Eaton Vance Management
Massachusetts
$2.61M – – –
FNF
40
Fidelity National Financial
Florida
$2.6M – – –
UBS Group
41
UBS Group
Switzerland
$2.54M +$25.4K +708 +1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$2.5M – – –
Stifel Financial
43
Stifel Financial
Missouri
$2.46M -$437K -12,182 -14%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.44M -$42.7K -1,190 -2%
Barclays
45
Barclays
United Kingdom
$2.35M +$530K +14,772 +27%
BFA
46
Bragg Financial Advisors
North Carolina
$2.35M +$579K +16,115 +30%
WCM
47
Wedge Capital Management
North Carolina
$2.29M -$4.86M -135,292 -67%
Prudential Financial
48
Prudential Financial
New Jersey
$1.86M -$24.8K -690 -1%
American Century Companies
49
American Century Companies
Missouri
$1.85M +$445K +12,384 +29%
HW
50
Hancock Whitney
Mississippi
$1.82M -$13.6K -379 -0.7%
1
2
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SFBS Hedge Fund Activity: Q3 2020 in Review

161 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2020, worth a combined $991M — down 6.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SFBS positions and 18 closed out — a net gain of 2 holders — while 45 added to existing stakes and 58 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $12.3M. The largest seller was Vanguard Group, cutting an estimated $5.53M.

  • 161 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $991M of ServisFirst Bancshares stock for Q3 2020, down 6.8% quarter-over-quarter.
  • 20 funds opened new ServisFirst Bancshares positions in Q3 2020 and 18 closed out, a net change of +2 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2020 was Principal Financial Group, an estimated $12.3M added.
  • The largest ServisFirst Bancshares seller in Q3 2020 was Vanguard Group, an estimated $5.53M sold.

Based on aggregated 13F filings for Q3 2020.