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SFBS

ServisFirst Bancshares

251 hedge funds and large institutions have $2.54B invested in ServisFirst Bancshares in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,027% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $153K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

30% more capital invested

Capital invested by funds: $1.95B → $2.54B (+$591M)

5% more funds holding

Funds holding: 240251 (+11)

1.37% more ownership

Funds ownership: 68.68%70.04% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 96

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
74
Reduced
96
Closed
25
Calls
$1.73M
Puts
$153K
Net Calls
+$1.57M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$9.99M +$29K +536 +0.4%
Ameriprise
27
Ameriprise
Minnesota
$9.8M -$787K -14,569 -9%
Goldman Sachs
28
Goldman Sachs
New York
$9.46M -$213K -3,949 -3%
Legal & General Group
29
Legal & General Group
United Kingdom
$9.28M -$49.7K -919 -0.7%
N
30
Nuveen
North Carolina
$9.27M -$3.15M -58,338 -30%
CCP
31
Clarkston Capital Partners
Michigan
$8M
Stifel Financial
32
Stifel Financial
Missouri
$7.52M -$542K -10,021 -8%
Barclays
33
Barclays
United Kingdom
$7.14M +$2.26M +41,736 +64%
SEI Investments
34
SEI Investments
Pennsylvania
$6.86M -$54.1K -1,000 -1%
LIM
35
Leavell Investment Management
Alabama
$6.79M -$68.5K -1,268 -1%
Swiss National Bank
36
Swiss National Bank
Switzerland
$6.79M -$622K -11,500 -10%
Invesco
37
Invesco
Georgia
$6.78M -$452K -8,360 -8%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.77M +$2.22M +41,127 +68%
TC
39
TownSquare Capital
Utah
$6.42M -$161K -2,982 -3%
Bank of America
40
Bank of America
North Carolina
$6.31M +$1.56M +28,864 +44%
MMPW
41
Mitchell McLeod Pugh & Williams
Alabama
$5.53M -$3.62K -67 -0.1%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.7M -$15.1K -279 -0.4%
GC
43
Gratus Capital
Georgia
$4.66M
TA
44
TrueWealth Advisors
Alabama
$4.39M +$378 +7 +0%
AllianceBernstein
45
AllianceBernstein
Tennessee
$4.36M +$48.6K +900 +1%
Daiwa Securities Group
46
Daiwa Securities Group
Japan
$4.33M -$438K -8,100 -11%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$4.08M -$1.48M -27,352 -31%
Citigroup
48
Citigroup
New York
$3.98M +$1.34M +24,837 +71%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$3.9M -$41.6K -770 -1%
Prudential Financial
50
Prudential Financial
New Jersey
$3.76M -$60.3K -1,116 -2%

SFBS Hedge Fund Activity: Q4 2023 in Review

251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2023, worth a combined $2.54B — up 30% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SFBS positions and 25 closed out — a net gain of 14 holders — while 74 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.7M. The largest seller was Millennium Management, cutting an estimated $10.3M.

  • 251 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2023, up from 240 in Q3 2023.
  • Funds reported $2.54B of ServisFirst Bancshares stock for Q4 2023, up 30% quarter-over-quarter.
  • 39 funds opened new ServisFirst Bancshares positions in Q4 2023 and 25 closed out, a net change of +14 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $37.7M added.
  • The largest ServisFirst Bancshares seller in Q4 2023 was Millennium Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2023.