ServisFirst Bancshares
SFBS
192 hedge funds and large institutions have $1.94B invested in ServisFirst Bancshares in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
61% more capital invested
Capital invested by funds: $1.21B → $1.94B (+$734M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 178 → 192 (+14)
3.31% more ownership
Funds ownership: 55.28% → 58.59% (+3.3%)
24% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 76
45% less call options, than puts
Call options by funds: $282K | Put options by funds: $509K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$33.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$18M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.9M |
| 4 |
BFA
Bragg Financial Advisors
Charlotte,
North Carolina
|
+$12.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$22.3M |
| 2 |
Morgan Stanley
New York
|
-$4.71M |
| 3 |
WG
Welch Group
Birmingham,
Alabama
|
-$2.94M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.83M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$2.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$29K | -721 | Closed |
|
|
ICP
202
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$27K | -674 | Closed |
|
|
QT
203
Quantbot Technologies
New York
| – | -$14K | -362 | Closed |
|
|
FTDI
204
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$13K | -332 | Closed |
|
|
VCG
205
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$4K | -88 | Closed |
|
|
PWPS
206
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$2K | -50 | Closed |
|
SFBS Hedge Fund Activity: Q1 2021 in Review
192 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2021, worth a combined $1.94B — up 61% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SFBS positions and 14 closed out — a net gain of 15 holders — while 58 added to existing stakes and 76 trimmed.
The largest buyer was Jarislowsky, Fraser Ltd, opening a new position worth an estimated $33.9M. The largest seller was Principal Financial Group, cutting an estimated $22.3M.
- 192 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2021, up from 178 in Q4 2020.
- Funds reported $1.94B of ServisFirst Bancshares stock for Q1 2021, up 61% quarter-over-quarter.
- 29 funds opened new ServisFirst Bancshares positions in Q1 2021 and 14 closed out, a net change of +15 holders.
- The largest ServisFirst Bancshares buyer in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $33.9M added.
- The largest ServisFirst Bancshares seller in Q1 2021 was Principal Financial Group, an estimated $22.3M sold.
Based on aggregated 13F filings for Q1 2021.