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SFBS

ServisFirst Bancshares
SFBS

144 hedge funds and large institutions have $856M invested in ServisFirst Bancshares in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

0.72% more ownership

Funds ownership: 47.47% → 48.19% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $870M → $856M (-$14.7M)

8% less funds holding

Funds holding: 157 → 144 (-13)

52% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 25

Holders
144
Holders Change
-13
Holders Change %
-8.28%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
51
Reduced
39
Closed
25
Calls
$491K
Puts
–
Net Calls
+$491K
Net Calls Change
+$216K

Top Buyers

Rank Fund Capital Flow
1
DAM
Davis Asset Management
California
+$6.45M
2
Invesco
Invesco
Georgia
+$2.68M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.57M
4
BlackRock
BlackRock
New York
+$2.47M
5
HAI
Hennessy Advisors Inc
California
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
Canada Life
Canada Life
Manitoba, Canada
-$2.09M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.07M
3
AP
Arlington Partners
Alabama
-$2.05M
4
Morgan Stanley
Morgan Stanley
New York
-$1.55M
5
State Street
State Street
Massachusetts
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
151
Oxford Asset Management
United Kingdom
– -$223K -6,511 Closed
ARTA
152
A.R.T. Advisors
New York
– -$208K -6,060 Closed
EFSCE
153
Enterprise Financial Services Corp (EFSC)
Missouri
– -$205K -6,000 Closed
CSS
154
Cubist Systematic Strategies
Connecticut
– -$203K -5,926 Closed
RA
155
RFG Advisory
Alabama
– -$200K -5,810 Closed
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
– -$143K -4,171 Closed
AG
157
Aperio Group
California
– -$130K -3,798 Closed
TRCT
158
Tower Research Capital (TRC)
New York
– -$29K -838 Closed
CFGS
159
Concourse Financial Group Securities
Alabama
– -$26.7K -826 Closed
SWA
160
Sutton Wealth Advisors
Florida
– -$19.1K -557 Closed
VCM
161
Versant Capital Management
Arizona
– -$8K -261 Closed
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
– -$9K -250 Closed
Point72 Asset Management
163
Point72 Asset Management
Connecticut
– -$7K -200 Closed
CAW
164
Cornerstone Advisors (Washington)
Washington
– -$4K -112 Closed
PFBT
165
Parkside Financial Bank & Trust
Missouri
– -$2K -68 Closed
LC
166
Lindbrook Capital
California
– -$1K -40 Closed
3 4 5 6
7

SFBS Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2019, worth a combined $856M — down 1.7% from $870M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SFBS and 12 opened new positions — a net loss of 13 holders — while 39 trimmed existing stakes and 51 added.

The largest buyer was Davis Asset Management, adding an estimated $6.45M. The largest seller was Canada Life, exiting entirely with an estimated $2.09M sold.

  • 144 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2019, down from 157 in Q2 2019.
  • Funds reported $856M of ServisFirst Bancshares stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 12 funds opened new ServisFirst Bancshares positions in Q3 2019 and 25 closed out, a net change of -13 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2019 was Davis Asset Management, an estimated $6.45M added.
  • The largest ServisFirst Bancshares seller in Q3 2019 was Canada Life, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2019.