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SFBS

ServisFirst Bancshares

250 hedge funds and large institutions have $3.37B invested in ServisFirst Bancshares in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $2.88B → $3.37B (+$488M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 229250 (+21)

2.52% more ownership

Funds ownership: 62.63%65.15% (+2.5%)

5% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 86

Holders
250
Holders Change
+21
Holders Change %
+9.17%
% of All Funds
3.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
37
Increased
82
Reduced
86
Closed
16
Calls
$2.71M
Puts
Net Calls
+$2.71M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
II
201
Inspire Investing
Idaho
$235K -$39K -446 -15%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$222K -$4.28K -49 -2%
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$214K +$196K +2,250 New
AWM
204
Apollon Wealth Management
South Carolina
$207K +$190K +2,170 New
LFAS
205
Level Four Advisory Services
Texas
$204K -$1.38M -15,856 -88%
S
206
SignatureFD
Georgia
$190K -$262 -3 -0.2%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$153K -$4.02K -46 -3%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$135K -$46.8K -536 -27%
HFM
209
Harvest Fund Management
China
$101K +$50.3K +576 +119%
SWM
210
Spire Wealth Management
Virginia
$88K +$80.6K +923 New
WWM
211
Wolff Wiese Magana
California
$59K +$53.7K +615 New
NIPH
212
NN Investment Partners Holdings
Netherlands
$54K +$49.3K +565 New
SWA
213
Sutton Wealth Advisors
Florida
$51.3K
TRCT
214
Tower Research Capital (TRC)
New York
$43K -$452K -5,172 -92%
CI Investments Inc
215
CI Investments Inc
Ontario, Canada
$43K
QCG
216
Quadrant Capital Group
Ohio
$21K +$6.2K +71 +50%
PHK
217
Point72 Hong Kong
Hong Kong
$19K -$119K -1,366 -88%
SPIA
218
Steward Partners Investment Advisory
New York
$19K +$17.1K +196 New
FF
219
FourThought Financial
Florida
$18K +$8.21K +94 +96%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$15K
Lazard Asset Management
221
Lazard Asset Management
New York
$14K -$60.7K -695 -83%
C
222
Covestor
United Kingdom
$13K +$10.8K +124 +775%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$11K -$17.5K -200 -63%
STCOSD
224
Sageworth Trust Company of South Dakota
South Dakota
$7K -$9.52K -109 -61%
TFO
225
Tarbox Family Office
California
$7K

SFBS Hedge Fund Activity: Q1 2022 in Review

250 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2022, worth a combined $3.37B — up 17% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SFBS positions and 16 closed out — a net gain of 21 holders — while 82 added to existing stakes and 86 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $86.1M. The largest seller was Principal Financial Group, cutting an estimated $16.9M.

  • 250 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2022, up from 229 in Q4 2021.
  • Funds reported $3.37B of ServisFirst Bancshares stock for Q1 2022, up 17% quarter-over-quarter.
  • 37 funds opened new ServisFirst Bancshares positions in Q1 2022 and 16 closed out, a net change of +21 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $86.1M added.
  • The largest ServisFirst Bancshares seller in Q1 2022 was Principal Financial Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2022.