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SFBS

ServisFirst Bancshares
SFBS

240 hedge funds and large institutions have $1.95B invested in ServisFirst Bancshares in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

777% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $167K

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

26% more capital invested

Capital invested by funds: $1.55B → $1.95B (+$403M)

7% more funds holding

Funds holding: 224 → 240 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.72% less ownership

Funds ownership: 69.4% → 68.68% (-0.72%)

25% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 93

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
70
Reduced
93
Closed
16
Calls
$1.47M
Puts
$167K
Net Calls
+$1.3M
Net Calls Change
+$1.34M

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$11.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$5.07M
3
CIP
Champlain Investment Partners
Vermont
+$4.67M
4
American Century Companies
American Century Companies
Missouri
+$3.53M
5
N
Nuveen
North Carolina
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$12.6M
2
State Street
State Street
Massachusetts
-$12.2M
3
BlackRock
BlackRock
New York
-$9.63M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.82M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBSAM
76
Eubel Brady & Suttman Asset Management
Ohio
$1.72M – – –
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.71M -$1.19M -22,477 -41%
M&T Bank
78
M&T Bank
New York
$1.69M -$49.7K -940 -3%
EWA
79
EverSource Wealth Advisors
Alabama
$1.69M +$1.27K +24 +0.1%
B
80
Bridgeworth
Alabama
$1.69M – – –
CA
81
Cetera Advisors
Colorado
$1.62M – – –
Rafferty Asset Management
82
Rafferty Asset Management
New York
$1.6M -$1.26M -23,810 -44%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$1.59M -$87.2K -1,649 -5%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$1.58M +$82.6K +1,562 +5%
Jane Street
85
Jane Street
New York
$1.57M +$1.6M +30,175 New
TCM
86
Tang Capital Management
California
$1.57M – – –
IMRF
87
Illinois Municipal Retirement Fund
Illinois
$1.54M +$1.56M +29,477 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$1.51M +$521K +9,852 +52%
Osaic Holdings
89
Osaic Holdings
Arizona
$1.5M +$139K +2,633 +10%
AIG
90
American International Group
New York
$1.45M +$32.5K +614 +2%
RFC
91
Regions Financial Corp
Alabama
$1.45M +$529K +10,000 +56%
WCM
92
Wedge Capital Management
North Carolina
$1.45M -$632K -11,954 -30%
BTI
93
Blue Trust Inc
Georgia
$1.43M – – –
HF
94
HRT Financial
New York
$1.42M +$87.6K +1,655 +6%
DFCM
95
Dark Forest Capital Management
Puerto Rico
$1.41M +$1.43M +27,057 New
MIM
96
MetLife Investment Management
New Jersey
$1.4M – – –
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$1.4M +$539K +10,193 +61%
GI
98
GAMCO Investors
Connecticut
$1.36M – – –
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.35M +$266K +5,027 +24%
Deutsche Bank
100
Deutsche Bank
Germany
$1.33M +$135K +2,561 +11%
2 3
4
5 6

SFBS Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2023, worth a combined $1.95B — up 26% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SFBS positions and 16 closed out — a net gain of 18 holders — while 70 added to existing stakes and 93 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $11.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $12.6M.

  • 240 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2023, up from 224 in Q2 2023.
  • Funds reported $1.95B of ServisFirst Bancshares stock for Q3 2023, up 26% quarter-over-quarter.
  • 34 funds opened new ServisFirst Bancshares positions in Q3 2023 and 16 closed out, a net change of +18 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2023 was Wasatch Advisors, an estimated $11.4M added.
  • The largest ServisFirst Bancshares seller in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2023.