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SFBS

ServisFirst Bancshares
SFBS

160 hedge funds and large institutions have $849M invested in ServisFirst Bancshares in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146 → 160 (+14)

4.4% more ownership

Funds ownership: 49.49% → 53.89% (+4.4%)

15% less capital invested

Capital invested by funds: $996M → $849M (-$146M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $29K

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
35
Increased
58
Reduced
44
Closed
19
Calls
–
Puts
$29K
Net Calls
-$29K
Net Calls Change
-$232K

Top Buyers

Rank Fund Capital Flow
1
WG
Welch Group
Alabama
+$49.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.6M
3
Principal Financial Group
Principal Financial Group
Iowa
+$16.8M
4
Goldman Sachs
Goldman Sachs
New York
+$7.19M
5
Victory Capital Management
Victory Capital Management
Texas
+$5.69M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$13.3M
2
BlackRock
BlackRock
New York
-$7.54M
3
JAM
Jacobs Asset Management
New York
-$5.26M
4
MCM
Maltese Capital Management
New York
-$4.66M
5
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
126
ALPS Advisors
Colorado
$226K +$270K +7,715 New
II
127
Inspire Investing
Idaho
$214K +$256K +7,308 New
DCM
128
Driehaus Capital Management
Illinois
$212K -$343K -9,777 -57%
OR
129
Olympiad Research
Connecticut
$212K +$253K +7,232 New
Millennium Management
130
Millennium Management
New York
$207K -$323K -9,229 -57%
HIS
131
Horizon Investment Services
Indiana
$201K +$240K +6,860 New
IA
132
IndexIQ Advisors
New York
$194K +$232K +6,618 New
EAM
133
Eukles Asset Management
Ohio
$185K +$20.2K +577 +10%
AIP
134
Ameritas Investment Partners
Nebraska
$123K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$108K +$33.6K +958 +35%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$102K -$17.6K -502 -13%
AIM
137
Aigen Investment Management
New York
$101K +$120K +3,434 New
LIA
138
LS Investment Advisors
Michigan
$80K – – –
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$73K -$183K -5,215 -67%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$61K +$1.75K +50 +2%
PAM
141
Panagora Asset Management
Massachusetts
$60K +$72.2K +2,060 New
MOACM
142
Mutual of America Capital Management
New York
$58K +$12.1K +346 +21%
S
143
SignatureFD
Georgia
$56K – – –
PI
144
PineBridge Investments
New York
$40K -$1.21M -34,670 -96%
Macquarie Group
145
Macquarie Group
Australia
$32K +$38.7K +1,104 New
SF
146
Synovus Financial
Georgia
$22K -$105K -2,997 -80%
PHK
147
Point72 Hong Kong
Hong Kong
$14K +$16.7K +477 New
CFGS
148
Concourse Financial Group Securities
Alabama
$7K -$21K -599 -72%
GT
149
Glenmede Trust
Pennsylvania
$6K – – –
QCG
150
Quadrant Capital Group
Ohio
$4K +$806 +23 +19%
4 5
6
7 8

SFBS Hedge Fund Activity: Q1 2020 in Review

160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2020, worth a combined $849M — down 15% from $996M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SFBS positions and 19 closed out — a net gain of 16 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Welch Group, adding an estimated $49.1M. The largest seller was Invesco, cutting an estimated $13.3M.

  • 160 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2020, up from 146 in Q4 2019.
  • Funds reported $849M of ServisFirst Bancshares stock for Q1 2020, down 15% quarter-over-quarter.
  • 35 funds opened new ServisFirst Bancshares positions in Q1 2020 and 19 closed out, a net change of +16 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2020 was Welch Group, an estimated $49.1M added.
  • The largest ServisFirst Bancshares seller in Q1 2020 was Invesco, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2020.