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SFBS

ServisFirst Bancshares

251 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, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,027% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $153K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

30% more capital invested

Capital invested by funds: $1.95B → $2.54B (+$591M)

5% more funds holding

Funds holding: 240251 (+11)

1.37% more ownership

Funds ownership: 68.68%70.04% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 96

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.66%
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
96
Closed
25
Calls
$1.73M
Puts
$153K
Net Calls
+$1.57M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$558K -$11K -204 -2%
DT
152
Diversified Trust
Tennessee
$536K +$87K +1,609 +25%
EAM
153
Eukles Asset Management
Ohio
$536K -$29.2K -540 -6%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$525K -$1.94M -35,944 -82%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$512K +$415K +7,677 New
PWS
156
Precision Wealth Strategies
Missouri
$512K -$1.89K -35 -0.5%
CQS
157
Credential Qtrade Securities
$509K -$25.4K -470 -6%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$467K -$3.14M -58,183 -89%
AWAU
159
Alliance Wealth Advisors (Utah)
Utah
$464K +$2.97K +55 +0.8%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$449K +$228K +4,223 +168%
Mariner
161
Mariner
Kansas
$444K +$360K +6,658 New
RWS
162
Resolute Wealth Strategies
Mississippi
$425K +$1.14K +21 +0.3%
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$422K +$53.1K +983 +18%
FWP
164
Firethorn Wealth Partners
Georgia
$412K
Jennison Associates
165
Jennison Associates
New York
$409K +$332K +6,141 New
HI
166
Handelsinvest Investeringsforvaltning
Denmark
$406K +$329K +6,086 New
MA
167
Montag & Associates
Georgia
$402K
Citadel Advisors
168
Citadel Advisors
Florida
$400K -$250K -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 -$4.65K -86 -1%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$360K
AIP
173
Ameritas Investment Partners
Nebraska
$352K +$11.5K +212 +4%
BCI
174
Brinker Capital Investments
Pennsylvania
$335K -$13.7K -253 -5%
OPS
175
Orion Portfolio Solutions
Nebraska
$335K -$13.7K -253 -5%

SFBS Hedge Fund Activity: Q4 2023 in Review

251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2023, worth a combined $2.54B — up 30% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SFBS positions and 25 closed out — a net gain of 14 holders — while 74 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.7M. The largest seller was Millennium Management, cutting an estimated $10.3M.

  • 251 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2023, up from 240 in Q3 2023.
  • Funds reported $2.54B of ServisFirst Bancshares stock for Q4 2023, up 30% quarter-over-quarter.
  • 39 funds opened new ServisFirst Bancshares positions in Q4 2023 and 25 closed out, a net change of +14 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $37.7M added.
  • The largest ServisFirst Bancshares seller in Q4 2023 was Millennium Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2023.