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SFBS

ServisFirst Bancshares

240 hedge funds and large institutions have $2.76B invested in ServisFirst Bancshares in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

534% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $193K

0.65% less ownership

Funds ownership: 65.15%64.5% (-0.65%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

4% less funds holding

Funds holding: 250240 (-10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 97

18% less capital invested

Capital invested by funds: $3.37B → $2.76B (-$603M)

Holders
240
Holders Change
-10
Holders Change %
-4%
% of All Funds
4.04%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
21
Increased
81
Reduced
97
Closed
23
Calls
$1.22M
Puts
$193K
Net Calls
+$1.03M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$97K -$15.8K -194 -14%
HFM
202
Harvest Fund Management
China
$84K
Macquarie Group
203
Macquarie Group
Australia
$78K
SWM
204
Spire Wealth Management
Virginia
$73K
WWM
205
Wolff Wiese Magana
California
$51K +$2.85K +35 +6%
SWA
206
Sutton Wealth Advisors
Florida
$42.1K -$407 -5 -0.9%
QCG
207
Quadrant Capital Group
Ohio
$28K +$11.8K +145 +68%
FHA
208
First Horizon Advisors
Tennessee
$23K +$24.7K +303 New
CI Investments Inc
209
CI Investments Inc
Ontario, Canada
$20K -$16.2K -199 -44%
FF
210
FourThought Financial
Florida
$14K -$1.14K -14 -7%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$12K
C
212
Covestor
United Kingdom
$11K -$407 -5 -4%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$11K +$1.47K +18 +15%
MAM
214
Meeder Asset Management
Ohio
$11K +$7.65K +94 +229%
Lazard Asset Management
215
Lazard Asset Management
New York
$10K -$814 -10 -7%
STCOSD
216
Sageworth Trust Company of South Dakota
South Dakota
$10K +$4.48K +55 +79%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$8K +$4.48K +55 +95%
TWA
218
TCI Wealth Advisors
Arizona
$6K
HNB
219
Huntington National Bank
Ohio
$6K +$4.07K +50 +172%
GIA
220
GHP Investment Advisors
Colorado
$6K +$6.6K +81 New
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.14K +14 +27%
MCM
222
Manchester Capital Management
Vermont
$5K +$3.42K +42 +162%
FPS
223
Fieldpoint Private Securities
Connecticut
$4K
ST
224
Sageworth Trust
Pennsylvania
$4K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$3K -$896 -11 -23%

SFBS Hedge Fund Activity: Q2 2022 in Review

240 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2022, worth a combined $2.76B — down 18% from $3.37B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SFBS and 21 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $38.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $25.1M.

  • 240 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2022, down from 250 in Q1 2022.
  • Funds reported $2.76B of ServisFirst Bancshares stock for Q2 2022, down 18% quarter-over-quarter.
  • 21 funds opened new ServisFirst Bancshares positions in Q2 2022 and 23 closed out, a net change of -2 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2022 was JP Morgan Chase, an estimated $38.3M added.
  • The largest ServisFirst Bancshares seller in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q2 2022.