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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
PFBT
151
Parkside Financial Bank & Trust
Missouri
$4K +$4.24K +121 New
RCA
152
Ranch Capital Advisors
Florida
$3K – – –
GAM
153
Gemmer Asset Management
California
$2K +$1.93K +55 New
CAN
154
Claraphi Advisory Network
United States
$2K +$2.73K +78 New
TFO
155
Tarbox Family Office
California
$2K +$2.73K +78 New
ABC
156
Associated Banc-Corp
Wisconsin
$2K +$2.8K +80 New
Simplex Trading
157
Simplex Trading
Illinois
$2K +$3.15K +90 New
PA
158
Procyon Advisors
Connecticut
$1K -$911 -26 -40%
FAM
159
Fred Alger Management
New York
$1K +$1.44K +41 New
MCM
160
Maltese Capital Management
New York
– -$4.66M -123,542 Closed
HAI
161
Hennessy Advisors Inc
California
– -$2.54M -67,500 Closed
Renaissance Technologies
162
Renaissance Technologies
New York
– -$991K -26,300 Closed
SW
163
SVB Wealth
Massachusetts
– -$754K -20,000 Closed
CCA
164
Catalyst Capital Advisors
New York
– -$512K -13,600 Closed
QSS
165
Quantitative Systematic Strategies
Florida
– -$451K -11,970 Closed
HF
166
HRT Financial
New York
– -$356K -9,467 Closed
EGM
167
Engineers Gate Manager
New York
– -$306K -8,128 Closed
B
168
Bridgeworth
Alabama
– -$294K -7,800 Closed
ProShare Advisors
169
ProShare Advisors
Maryland
– -$291K -7,716 Closed
SSA
170
Schonfeld Strategic Advisors
New York
– -$251K -6,673 Closed
KP
171
Keel Point
Alabama
– -$251K -6,654 Closed
OCG
172
Opus Capital Group
Ohio
– -$239K -6,342 Closed
GCP
173
GSA Capital Partners
United Kingdom
– -$213K -5,651 Closed
XK
174
Xact Kapitalforvaltning
Sweden
– -$212K -5,623 Closed
IUHSA
175
Itau Unibanco Holding S.A.
Brazil
– -$72K -1,917 Closed
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.