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SFBS

ServisFirst Bancshares

224 hedge funds and large institutions have $1.55B invested in ServisFirst Bancshares in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 75

2.06% more ownership

Funds ownership: 67.34%69.4% (+2.1%)

6% less funds holding

Funds holding: 239224 (-15)

10% less call options, than puts

Call options by funds: $368K | Put options by funds: $409K

23% less capital invested

Capital invested by funds: $2B → $1.55B (-$455M)

41% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 37

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
-15
Holders Change %
-6.28%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
96
Reduced
75
Closed
37
Calls
$368K
Puts
$409K
Net Calls
-$41K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$6.5M +$103K +2,234 +1%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$6.09M +$338K +7,323 +5%
Legal & General Group
28
Legal & General Group
United Kingdom
$5.87M -$78.7K -1,703 -1%
N
29
Nuveen
North Carolina
$5.64M -$2.25M -48,662 -26%
Truist Financial
30
Truist Financial
North Carolina
$5.41M +$4.37M +94,526 +251%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$5.1M +$4.87M +105,390 +544%
Stifel Financial
32
Stifel Financial
Missouri
$5.07M -$373K -8,077 -6%
CCP
33
Clarkston Capital Partners
Michigan
$4.91M
Swiss National Bank
34
Swiss National Bank
Switzerland
$4.6M +$323K +7,000 +7%
Invesco
35
Invesco
Georgia
$4.28M -$434K -9,396 -8%
SEI Investments
36
SEI Investments
Pennsylvania
$4.26M +$56.5K +1,223 +1%
LIM
37
Leavell Investment Management
Alabama
$4.24M +$4.39K +95 +0.1%
TC
38
TownSquare Capital
Utah
$4.21M +$601K +13,013 +14%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$4.21M +$3.28M +71,009 +223%
American Century Companies
40
American Century Companies
Missouri
$4.02M +$724K +15,680 +19%
Marshall Wace
41
Marshall Wace
United Kingdom
$3.94M +$1.01M +21,890 +29%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$3.77M +$1.29M +28,033 +44%
Daiwa Securities Group
43
Daiwa Securities Group
Japan
$3.58M -$346K -7,500 -8%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.55M +$33.4K +722 +0.8%
MMPW
45
Mitchell McLeod Pugh & Williams
Alabama
$3.39M -$185K -4,007 -5%
Barclays
46
Barclays
United Kingdom
$3.22M +$1.63M +35,293 +81%
HighTower Advisors
47
HighTower Advisors
Illinois
$3M +$615K +13,319 +22%
GC
48
Gratus Capital
Georgia
$2.86M
Citigroup
49
Citigroup
New York
$2.8M +$2.09M +45,154 +194%
Bank of America
50
Bank of America
North Carolina
$2.7M +$1.92M +41,635 +171%

SFBS Hedge Fund Activity: Q2 2023 in Review

224 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2023, worth a combined $1.55B — down 23% from $2B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SFBS and 22 opened new positions — a net loss of 15 holders — while 75 trimmed existing stakes and 96 added.

The largest buyer was State Street, adding an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $14.4M.

  • 224 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2023, down from 239 in Q1 2023.
  • Funds reported $1.55B of ServisFirst Bancshares stock for Q2 2023, down 23% quarter-over-quarter.
  • 22 funds opened new ServisFirst Bancshares positions in Q2 2023 and 37 closed out, a net change of -15 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2023 was State Street, an estimated $10.8M added.
  • The largest ServisFirst Bancshares seller in Q2 2023 was Fidelity Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2023.