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ServisFirst Bancshares
SFBS

Overview Fund Activity

224 hedge funds and large institutions have $1.55B invested in ServisFirst Bancshares in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-15
Holders Change %
-6.28%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
96
Reduced
75
Closed
37
Calls
$368K
Puts
$409K
Net Calls
-$41K
Net Calls Change
-$20K

Top Buyers

1
State Street
State Street
Massachusetts
$96.9M
2
Millennium Management
Millennium Management
New York
$9.03M
3
BlackRock
BlackRock
New York
$315M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.1M
5
Truist Financial
Truist Financial
North Carolina
$5.41M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$132K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$44.3M
3
GAM
Gotham Asset Management
New York
$0
4
WA
Wasatch Advisors
Utah
$23.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$14K -$706 -17 -5%
RTC
202
Riverview Trust Company
Washington
$13.2K +$13.2K +322 New
PFBT
203
Parkside Financial Bank & Trust
Missouri
$5.77K -$123 -3 -2%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$4.62K +$327 +8 +8%
WWM
205
Wolff Wiese Magana
California
$4.46K +$4.46K +109 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4.01K +$4.01K +98 New
FDCC
207
Foster Dykema Cabot & Co
Massachusetts
$4K +$4K +97 New
AF
208
Allworth Financial
California
$3.48K +$3.48K +85 New
PA
209
Parallel Advisors
California
$2.91K +$2.25K +55 +344%
LC
210
Lindbrook Capital
California
$2.66K +$2.05K +50 +333%
VWM
211
Venturi Wealth Management
Texas
$2.33K – – –
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$1.47K – – –
BWA
213
BDO Wealth Advisors
Florida
$1.39K – – –
JWA
214
JFS Wealth Advisors
Pennsylvania
$1.06K +$696 +17 +189%
GIS
215
Grayhawk Investment Strategies
Alberta, Canada
$982 – – –
MFT
216
Moisand Fitzgerald Tamayo
Florida
$819 – – –
BIA
217
Bell Investment Advisors
California
$819 +$450 +11 +122%
GWS
218
Glassman Wealth Services
Virginia
$737 +$737 +18 New
AFG
219
Albion Financial Group
Utah
$655 – – –
DI
220
Disciplined Investments
Oklahoma
$409 +$205 +5 +100%
AWM
221
Abound Wealth Management
Tennessee
$328 +$328 +8 New
SIC
222
SJS Investment Consulting
Ohio
$287 -$82 -2 -22%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$167 -$543 -13 -76%
Point72 Asset Management
224
Point72 Asset Management
Connecticut
$123 -$72.7K -1,773 -100%
GAM
225
Gotham Asset Management
New York
– -$2.83M -51,826 Closed
7 8
9
10 11