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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
Victory Capital Management
126
Victory Capital Management
Texas
$953K +$147K +2,712 +23%
Bessemer Group
127
Bessemer Group
New Jersey
$937K +$248K +4,580 +48%
RDWM
128
Red Door Wealth Management
Tennessee
$924K +$749K +13,864 New
Franklin Resources
129
Franklin Resources
California
$897K +$1.46K +27 +0.2%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$885K -$112K -2,073 -13%
Two Sigma Investments
131
Two Sigma Investments
New York
$860K +$265K +4,900 +61%
SFG
132
Sunburst Financial Group
Alabama
$838K
Millennium Management
133
Millennium Management
New York
$829K -$10.3M -189,664 -94%
BBHC
134
Brown Brothers Harriman & Co
New York
$759K
KAS
135
Kestra Advisory Services
Texas
$734K +$595K +11,009 New
Natixis Advisors
136
Natixis Advisors
Massachusetts
$728K +$591K +10,930 New
ECM
137
Everence Capital Management
Indiana
$711K
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$704K -$1.2M -22,174 -68%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$701K
BTWM
140
Baker Tilly Wealth Management
Wisconsin
$692K +$40.9K +757 +8%
Osaic Holdings
141
Osaic Holdings
Arizona
$679K -$1.01M -18,626 -65%
Fisher Asset Management
142
Fisher Asset Management
Washington
$674K -$125K -2,309 -19%
NG
143
Norden Group
Utah
$643K -$152K -2,820 -23%
LIA
144
Luken Investment Analytics
Tennessee
$641K
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$636K -$66.9K -1,238 -11%
ProShare Advisors
146
ProShare Advisors
Maryland
$635K +$97.9K +1,812 +23%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$607K -$215K -3,985 -30%
NSEDCP
148
NJ State Employees Deferred Compensation Plan
New Jersey
$600K
ACP
149
Arcus Capital Partners
Georgia
$587K +$2.43K +45 +0.5%
AACP
150
Advantage Alpha Capital Partners
California
$560K +$454K +8,406 New

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.