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ServisFirst Bancshares
SFBS

Overview Fund Activity

239 hedge funds and large institutions have $2B invested in ServisFirst Bancshares in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
27
Increased
98
Reduced
81
Closed
39
Calls
$284K
Puts
$305K
Net Calls
-$21K
Net Calls Change
+$41K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$201M
2
CIP
Champlain Investment Partners
Vermont
$44.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.8M
4
State Street
State Street
Massachusetts
$116M
5
Principal Financial Group
Principal Financial Group
Iowa
$49.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.2M
2
PI
Putnam Investments
Massachusetts
$0
3
Millennium Management
Millennium Management
New York
$970K
4
Victory Capital Management
Victory Capital Management
Texas
$2.01M
5
CRC
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$65.1K +$19.3K +354 +42%
PI
202
PEAK6 Investments
Illinois
$56.1K +$56.1K +1,026 New
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$51.1K -$11.2K -206 -18%
Allspring Global Investments
204
Allspring Global Investments
North Carolina
$49.7K -$36.2K -662 -42%
DFCM
205
Dark Forest Capital Management
Puerto Rico
$38.6K +$38.6K +706 New
QCG
206
Quadrant Capital Group
Ohio
$37.6K +$29K +531 +336%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$33K – – –
FHA
208
First Horizon Advisors
Tennessee
$23.9K +$7.01K +128 +41%
AAS
209
Ameritas Advisory Services
Nebraska
$23.4K +$23.4K +453 New
CWC
210
Carolinas Wealth Consulting
North Carolina
$23.3K +$23.3K +425 New
CFGS
211
Concourse Financial Group Securities
Alabama
$22K +$22K +400 New
CI Investments Inc
212
CI Investments Inc
Ontario, Canada
$19K +$1.5K +28 +9%
BAM
213
Belpointe Asset Management
Nevada
$14.8K +$14.8K +270 New
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.46K +45 +26%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$7.87K -$546 -10 -6%
BAAM
216
Baker Avenue Asset Management
California
$6.61K – – –
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$5.74K -$2.46K -45 -30%
TWA
218
TCI Wealth Advisors
Arizona
$3.11K -$983 -18 -24%
VWM
219
Venturi Wealth Management
Texas
$3.11K +$3.11K +57 New
ST
220
Sageworth Trust
Pennsylvania
$3.01K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$3K +$3K +59 New
STCOSD
222
Sageworth Trust Company of South Dakota
South Dakota
$2.57K -$2.57K -47 -50%
GIS
223
Grayhawk Investment Strategies
Alberta, Canada
$2K – – –
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.97K – – –
BWA
225
BDO Wealth Advisors
Florida
$1.86K – – –
7 8
9
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