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ServisFirst Bancshares
SFBS

Overview Fund Activity

250 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, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
3.67%
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
95
Closed
25
Calls
$1.73M
Puts
$153K
Net Calls
+$1.57M
Net Calls Change
+$274K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$84.1M
2
BlackRock
BlackRock
New York
$522M
3
State Street
State Street
Massachusetts
$156M
4
CIP
Champlain Investment Partners
Vermont
$71.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26M

Top Sellers

1
Millennium Management
Millennium Management
New York
$829K
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$217M
3
DAM
Davis Asset Management
California
$54.9M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$558K -$13.6K -204 -2%
DT
152
Diversified Trust
Tennessee
$536K +$107K +1,609 +25%
EAM
153
Eukles Asset Management
Ohio
$536K -$36K -540 -6%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$525K -$2.39M -35,944 -82%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$512K +$512K +7,677 New
PWS
156
Precision Wealth Strategies
Missouri
$512K -$2.33K -35 -0.5%
CQS
157
Credential Qtrade Securities
$509K -$31.3K -470 -6%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$467K -$3.88M -58,183 -89%
AWAU
159
Alliance Wealth Advisors (Utah)
Utah
$464K +$3.67K +55 +0.8%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$449K +$281K +4,223 +168%
Mariner
161
Mariner
Kansas
$444K +$444K +6,658 New
RWS
162
Resolute Wealth Strategies
Mississippi
$425K +$1.4K +21 +0.3%
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$422K +$65.5K +983 +18%
FWP
164
Firethorn Wealth Partners
Georgia
$412K – – –
Jennison Associates
165
Jennison Associates
New York
$409K +$409K +6,141 New
HI
166
Handelsinvest Investeringsforvaltning
Denmark
$406K +$406K +6,086 New
MA
167
Montag & Associates
Georgia
$402K – – –
Citadel Advisors
168
Citadel Advisors
Florida
$400K -$308K -4,624 -44%
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$400K – – –
BCFS
170
Butensky & Cohen Financial Security
Florida
$387K – – –
II
171
Inspire Investing
Idaho
$381K -$5.73K -86 -1%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$360K – – –
AIP
173
Ameritas Investment Partners
Nebraska
$352K +$14.1K +212 +4%
OPS
174
Orion Portfolio Solutions
Nebraska
$335K -$16.4K -253 -5%
BCI
175
Brinker Capital Investments
Pennsylvania
$335K -$16.4K -253 -5%
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