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SFBS

ServisFirst Bancshares

215 hedge funds and large institutions have $2.6B invested in ServisFirst Bancshares in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $2.24B → $2.6B (+$364M)

6% more funds holding

Funds holding: 202215 (+13)

1.1% more ownership

Funds ownership: 60.8%61.91% (+1.1%)

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

55% less call options, than puts

Call options by funds: $140K | Put options by funds: $311K

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
64
Reduced
84
Closed
15
Calls
$140K
Puts
$311K
Net Calls
-$171K
Net Calls Change
-$416K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$186K -$14.5K -202 -8%
S
177
SignatureFD
Georgia
$153K +$6.66K +93 +5%
SO
178
STRS Ohio
Ohio
$147K +$42.9K +600 +46%
FGAM
179
Financial Gravity Asset Management
Texas
$78K +$72 +1 New
CPC
180
Consolidated Planning Corp
Georgia
$78K +$72.1K +1,008 New
Macquarie Group
181
Macquarie Group
Australia
$77K
VNIM
182
Vaughan Nelson Investment Management
Texas
$75K +$69.1K +966 New
Osaic Holdings
183
Osaic Holdings
Arizona
$71K -$9.73K -136 -13%
Lazard Asset Management
184
Lazard Asset Management
New York
$57K -$4.22K -59 -7%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K +$14.7K +205 +55%
SWA
186
Sutton Wealth Advisors
Florida
$41.1K
HFM
187
Harvest Fund Management
China
$37K +$34.6K +484 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$23K -$10.9K -152 -34%
PI
189
PEAK6 Investments
Illinois
$19K -$6.8K -95 -28%
ST
190
Sageworth Trust
Pennsylvania
$19K
FF
191
FourThought Financial
Florida
$17K -$1K -14 -6%
US Bancorp
192
US Bancorp
Minnesota
$14K +$9.52K +133 +317%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$12K
QCG
194
Quadrant Capital Group
Ohio
$11K
RCA
195
Ranch Capital Advisors
Florida
$10K
TFO
196
Tarbox Family Office
California
$6K
TWA
197
TCI Wealth Advisors
Arizona
$6K +$1.65K +23 +46%
GAM
198
Gemmer Asset Management
California
$5K
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$4K -$2.43K -34 -40%
FPS
200
Fieldpoint Private Securities
Connecticut
$4K

SFBS Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2021, worth a combined $2.6B — up 16% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SFBS positions and 15 closed out — a net gain of 15 holders — while 64 added to existing stakes and 84 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $64.6M. The largest seller was Principal Financial Group, cutting an estimated $14.8M.

  • 215 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $2.6B of ServisFirst Bancshares stock for Q3 2021, up 16% quarter-over-quarter.
  • 30 funds opened new ServisFirst Bancshares positions in Q3 2021 and 15 closed out, a net change of +15 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $64.6M added.
  • The largest ServisFirst Bancshares seller in Q3 2021 was Principal Financial Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2021.