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ServisFirst Bancshares
SFBS

Overview Fund Activity

239 hedge funds and large institutions have $2B invested in ServisFirst Bancshares in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
27
Increased
98
Reduced
81
Closed
39
Calls
$284K
Puts
$305K
Net Calls
-$21K
Net Calls Change
+$41K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$201M
2
CIP
Champlain Investment Partners
Vermont
$44.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.8M
4
State Street
State Street
Massachusetts
$116M
5
Principal Financial Group
Principal Financial Group
Iowa
$49.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.2M
2
PI
Putnam Investments
Massachusetts
$0
3
Millennium Management
Millennium Management
New York
$970K
4
Victory Capital Management
Victory Capital Management
Texas
$2.01M
5
CRC
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
151
Winton Group
United Kingdom
$431K +$272K +4,979 +171%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$412K +$119K +2,170 +40%
PWS
153
Precision Wealth Strategies
Missouri
$407K -$8.85K -162 -2%
RWS
154
Resolute Wealth Strategies
Mississippi
$404K +$404K +7,403 New
ProShare Advisors
155
ProShare Advisors
Maryland
$395K -$35.1K -642 -8%
AQR Capital Management
156
AQR Capital Management
Connecticut
$394K -$793K -14,514 -67%
AWAU
157
Alliance Wealth Advisors (Utah)
Utah
$393K +$121K +2,206 +44%
DI
158
DFPG Investments
Utah
$390K +$72.8K +1,332 +23%
State Board of Administration of Florida Retirement System
159
State Board of Administration of Florida Retirement System
Florida
$390K – – –
XT
160
XTX Topco
Cayman Islands
$388K +$388K +7,110 New
HW
161
Hancock Whitney
Mississippi
$366K -$52.9K -969 -13%
BCFS
162
Butensky & Cohen Financial Security
Florida
$362K – – –
Wellington Management Group
163
Wellington Management Group
Massachusetts
$361K -$143K -2,613 -28%
Amundi
164
Amundi
France
$342K +$342K +6,670 New
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$337K -$87K -1,592 -21%
PFO
166
Pathstone Family Office
New Jersey
$331K -$455K -8,208 -58%
MA
167
Montag & Associates
Georgia
$329K – – –
ROC
168
River Oaks Capital
Minnesota
$328K -$2.05M -37,500 -86%
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$328K +$328K +6,000 New
SWS
170
SYSTM Wealth Solutions
Illinois
$328K +$84.8K +1,552 +35%
EGM
171
Engineers Gate Manager
New York
$325K +$133K +2,443 +70%
BCI
172
Brinker Capital Investments
Pennsylvania
$313K +$31K +568 +11%
OPS
173
Orion Portfolio Solutions
Nebraska
$313K +$313K +5,729 New
FWP
174
Firethorn Wealth Partners
Georgia
$311K – – –
Walleye Capital
175
Walleye Capital
New York
$297K +$297K +5,442 New
5 6
7
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