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SFBS

ServisFirst Bancshares

260 hedge funds and large institutions have $2.45B invested in ServisFirst Bancshares in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $872K | Put options by funds: $379K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

3% more funds holding

Funds holding: 253260 (+7)

1.61% more ownership

Funds ownership: 69.5%71.11% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.51B → $2.45B (-$63.2M)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
96
Reduced
80
Closed
23
Calls
$872K
Puts
$379K
Net Calls
+$493K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
151
Arcus Capital Partners
Georgia
$562K +$2.53K +41 +0.5%
EH
152
Equitable Holdings
New York
$542K +$529K +8,573 New
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$535K +$5.93K +96 +1%
AF
154
Aviso Financial
Ontario, Canada
$524K +$512K +8,300 New
Fisher Asset Management
155
Fisher Asset Management
Washington
$524K -$111K -1,799 -18%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$520K
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$498K
ProShare Advisors
158
ProShare Advisors
Maryland
$493K -$150K -2,425 -24%
PWS
159
Precision Wealth Strategies
Missouri
$462K -$34.8K -563 -7%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$461K +$33.3K +540 +8%
GWM
161
Gibbs Wealth Management
Georgia
$438K +$74.3K +1,203 +21%
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$428K -$14K -226 -3%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$418K +$69.6K +1,127 +21%
IIM
164
INTECH Investment Management
Florida
$408K +$399K +6,463 New
Mariner
165
Mariner
Kansas
$407K +$15.4K +249 +4%
RWS
166
Resolute Wealth Strategies
Mississippi
$405K +$1.17K +19 +0.3%
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$404K +$51.9K +840 +15%
FWP
168
Firethorn Wealth Partners
Georgia
$391K
CA
169
Clearstead Advisors
Ohio
$384K +$370K +6,000 +8,571%
MA
170
Montag & Associates
Georgia
$379K
BCFS
171
Butensky & Cohen Financial Security
Florida
$367K
HSBC Holdings
172
HSBC Holdings
United Kingdom
$362K +$6.91K +112 +2%
AACP
173
Advantage Alpha Capital Partners
California
$358K -$36.9K -598 -9%
II
174
Inspire Investing
Idaho
$351K +$12.7K +206 +4%
BCI
175
Brinker Capital Investments
Pennsylvania
$344K +$23.2K +376 +7%

SFBS Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2024, worth a combined $2.45B — down 2.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SFBS positions and 23 closed out — a net gain of 12 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Stonegate Investment Group, adding an estimated $55.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.1M.

  • 260 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2024, up from 253 in Q1 2024.
  • Funds reported $2.45B of ServisFirst Bancshares stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 35 funds opened new ServisFirst Bancshares positions in Q2 2024 and 23 closed out, a net change of +12 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2024 was Stonegate Investment Group, an estimated $55.6M added.
  • The largest ServisFirst Bancshares seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2024.