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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
Barclays
51
Barclays
United Kingdom
$1.96M +$1.41M +33,382 +201%
ASN
52
Advisory Services Network
Georgia
$1.92M – – –
PPA
53
Parametric Portfolio Associates
Washington
$1.78M -$38.9K -921 -2%
Macquarie Group
54
Macquarie Group
Australia
$1.73M +$280K +6,634 +18%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.68M – – –
CWM
56
Cedar Wealth Management
California
$1.59M – – –
Comerica Bank
57
Comerica Bank
Texas
$1.57M -$146K -3,454 -7%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$1.53M +$7.4K +175 +0.4%
CS
59
Credit Suisse
Switzerland
$1.44M +$51K +1,207 +3%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$1.44M -$159K -3,755 -9%
AIG
61
American International Group
New York
$1.43M +$31.8K +753 +2%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.36M +$44.5K +1,054 +3%
PP
63
PDT Partners
New York
$1.27M -$337K -7,967 -20%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.25M +$109K +2,574 +9%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$1.24M +$28.1K +665 +2%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M -$188K -4,437 -13%
TPSF
67
Texas Permanent School Fund
Texas
$1.13M -$16.4K -388 -1%
LW
68
Linscomb Wealth
Texas
$1.09M – – –
Citigroup
69
Citigroup
New York
$1.09M +$915K +21,648 +355%
UBS AM
70
UBS AM
Illinois
$1.05M – – –
GI
71
GAMCO Investors
Connecticut
$1.02M – – –
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$941K -$267K -6,310 -21%
KA
73
Kaizen Advisory
Illinois
$924K +$997K +23,596 New
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$913K – – –
OC
75
Oakworth Capital
Alabama
$829K – – –
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.