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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
QCG
151
Quadrant Capital Group
Ohio
$1K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$1K +$1.61K +38 New
CEP
153
Chicago Equity Partners
Illinois
– -$2.27M -54,370 Closed
Two Sigma Investments
154
Two Sigma Investments
New York
– -$1.61M -38,659 Closed
GPGA
155
Grandeur Peak Global Advisors
Utah
– -$951K -22,800 Closed
UFF
156
USA Financial Formulas
Michigan
– -$712K -17,438 Closed
SSWM
157
Sheets Smith Wealth Management
North Carolina
– -$630K -15,107 Closed
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
– -$470K -11,257 Closed
ARTA
159
A.R.T. Advisors
New York
– -$395K -9,476 Closed
EGPO
160
EnTrust Global Partners Offshore
New York
– -$389K -9,300 Closed
AB
161
Amalgamated Bank
New York
– -$316K -7,563 Closed
LPL Financial
162
LPL Financial
California
– -$254K -6,076 Closed
Capital Fund Management (CFM)
163
Capital Fund Management (CFM)
France
– -$250K -6,000 Closed
ECM
164
Everence Capital Management
Indiana
– -$205K -4,920 Closed
HCM
165
Hilton Capital Management
New York
– -$139K -3,326 Closed
Fuller & Thaler Asset Management
166
Fuller & Thaler Asset Management
California
– -$108K -2,600 Closed
CMBA
167
C.M. Bidwell & Associates
Hawaii
– -$79K -1,900 Closed
US Bancorp
168
US Bancorp
Minnesota
– -$46K -1,092 Closed
LFA
169
Legacy Financial Advisors
Kentucky
– -$2K -42 Closed
CAG
170
Csenge Advisory Group
Florida
– +$592 +14 New
3 4 5 6
7

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.