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SFBS

ServisFirst Bancshares
SFBS

229 hedge funds and large institutions have $2.88B invested in ServisFirst Bancshares in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

11% more capital invested

Capital invested by funds: $2.6B → $2.88B (+$278M)

7% more funds holding

Funds holding: 215 → 229 (+14)

0.72% more ownership

Funds ownership: 61.91% → 62.63% (+0.72%)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
79
Reduced
80
Closed
17
Calls
$654K
Puts
–
Net Calls
+$654K
Net Calls Change
+$825K

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$37.5M
2
BlackRock
BlackRock
New York
+$13.5M
3
Goldman Sachs
Goldman Sachs
New York
+$6.05M
4
TA
TrueWealth Advisors
Alabama
+$5.22M
5
WG
Welch Group
Alabama
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$17.1M
2
WCM Investment Management
WCM Investment Management
California
-$13.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.57M
4
JP Morgan Chase
JP Morgan Chase
New York
-$6.59M
5
Principal Financial Group
Principal Financial Group
Iowa
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
176
PDT Partners
New York
$287K +$275K +3,374 New
SO
177
STRS Ohio
Ohio
$280K +$114K +1,400 +74%
CC
178
Cypress Capital
Tennessee
$271K – – –
SCM
179
Shelton Capital Management
Colorado
$265K – – –
PAMS
180
Pictet Asset Management (Switzerland)
Switzerland
$252K -$51.6K -633 -18%
II
181
Inspire Investing
Idaho
$247K -$10.2K -125 -4%
Verition Fund Management
182
Verition Fund Management
Connecticut
$245K +$235K +2,881 New
ECM
183
Evergreen Capital Management
Washington
$244K +$7.83K +96 +3%
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$231K -$17.4K -214 -7%
SF
185
Synovus Financial
Georgia
$219K +$82 +1 +0%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$208K +$489 +6 +0.2%
GAM
187
Gotham Asset Management
New York
$208K +$199K +2,446 New
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$202K -$408 -5 -0.2%
S
189
SignatureFD
Georgia
$169K +$2.28K +28 +1%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$166K +$159K +1,954 New
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$140K +$81.5K +1,000 +154%
PHK
192
Point72 Hong Kong
Hong Kong
$133K +$127K +1,561 New
Osaic Holdings
193
Osaic Holdings
Arizona
$99K +$21.8K +267 +30%
Macquarie Group
194
Macquarie Group
Australia
$84K – – –
Lazard Asset Management
195
Lazard Asset Management
New York
$71K +$8.8K +108 +15%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K +$15.8K +194 +34%
SWA
197
Sutton Wealth Advisors
Florida
$45.7K +$815 +10 +2%
HFM
198
Harvest Fund Management
China
$41K – – –
US Bancorp
199
US Bancorp
Minnesota
$41K +$25.8K +317 +181%
CI Investments Inc
200
CI Investments Inc
Ontario, Canada
$38K +$36.9K +452 New
6 7
8
9 10

SFBS Hedge Fund Activity: Q4 2021 in Review

229 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2021, worth a combined $2.88B — up 11% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SFBS positions and 17 closed out — a net gain of 16 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $37.5M. The largest seller was Wasatch Advisors, cutting an estimated $17.1M.

  • 229 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $2.88B of ServisFirst Bancshares stock for Q4 2021, up 11% quarter-over-quarter.
  • 33 funds opened new ServisFirst Bancshares positions in Q4 2021 and 17 closed out, a net change of +16 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $37.5M added.
  • The largest ServisFirst Bancshares seller in Q4 2021 was Wasatch Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.