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ServisFirst Bancshares
SFBS

Overview Fund Activity

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
Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
3.54%
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

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$211M
2
BlackRock
BlackRock
New York
$631M
3
Goldman Sachs
Goldman Sachs
New York
$12M
4
TA
TrueWealth Advisors
Alabama
$8.39M
5
WG
Welch Group
Alabama
$121M

Top Sellers

1
WA
Wasatch Advisors
Utah
$53.6M
2
WCM Investment Management
WCM Investment Management
California
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$42.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.5M
5
Principal Financial Group
Principal Financial Group
Iowa
$90.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$27K +$2.2K +26 +9%
ACM
202
Aquatic Capital Management
Illinois
$25K +$25K +300 New
STCOSD
203
Sageworth Trust Company of South Dakota
South Dakota
$15K +$15K +179 New
PFBT
204
Parkside Financial Bank & Trust
Missouri
$13K – – –
QCG
205
Quadrant Capital Group
Ohio
$12K – – –
CWS
206
Confluence Wealth Services
Pennsylvania
$11K +$11K +133 New
FF
207
FourThought Financial
Florida
$8K -$10.2K -125 -56%
TFO
208
Tarbox Family Office
California
$7K – – –
TWA
209
TCI Wealth Advisors
Arizona
$6K – – –
ST
210
Sageworth Trust
Pennsylvania
$5K -$16.8K -185 -77%
GAM
211
Gemmer Asset Management
California
$5K – – –
FPS
212
Fieldpoint Private Securities
Connecticut
$4K – – –
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
TPCW
214
TD Private Client Wealth
New York
$3.06K – – –
BWA
215
BDO Wealth Advisors
Florida
$3K – – –
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$3K – – –
CWC
217
Carolinas Wealth Consulting
North Carolina
$3K – – –
AFG
218
Albion Financial Group
Utah
$3K +$3K +32 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +37 New
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.1K -$35 -411 -2%
HNB
221
Huntington National Bank
Ohio
$2K – – –
PA
222
Parallel Advisors
California
$2K – – –
MCM
223
Manchester Capital Management
Vermont
$2K – – –
JWA
224
JFS Wealth Advisors
Pennsylvania
$2K +$2K +20 New
Federated Hermes
225
Federated Hermes
Pennsylvania
$1K – – –
6 7 8
9
10