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SFBS

ServisFirst Bancshares

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

28% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 75

2.06% more ownership

Funds ownership: 67.34%69.4% (+2.1%)

6% less funds holding

Funds holding: 239224 (-15)

10% less call options, than puts

Call options by funds: $368K | Put options by funds: $409K

23% less capital invested

Capital invested by funds: $2B → $1.55B (-$455M)

41% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 37

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
-15
Holders Change %
-6.28%
% of All Funds
3.52%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$14K -$785 -17 -5%
RTC
202
Riverview Trust Company
Washington
$13.2K +$14.9K +322 New
PFBT
203
Parkside Financial Bank & Trust
Missouri
$5.77K -$139 -3 -2%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$4.62K +$370 +8 +8%
WWM
205
Wolff Wiese Magana
California
$4.46K +$5.04K +109 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4.01K +$4.53K +98 New
FDCC
207
Foster Dykema Cabot & Co
Massachusetts
$4K +$4.48K +97 New
AF
208
Allworth Financial
California
$3.48K +$3.93K +85 New
PA
209
Parallel Advisors
California
$2.9K +$2.54K +55 +344%
LC
210
Lindbrook Capital
California
$2.66K +$2.31K +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 +$785 +17 +189%
GIS
215
Grayhawk Investment Strategies
Alberta, Canada
$982
MFT
216
Moisand Fitzgerald Tamayo
Florida
$819
BIA
217
Bell Investment Advisors
California
$819 +$508 +11 +122%
GWS
218
Glassman Wealth Services
Virginia
$737 +$831 +18 New
AFG
219
Albion Financial Group
Utah
$655
DI
220
Disciplined Investments
Oklahoma
$409 +$231 +5 +100%
AWM
221
Abound Wealth Management
Tennessee
$328 +$370 +8 New
SIC
222
SJS Investment Consulting
Ohio
$287 -$92 -2 -22%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$167 -$600 -13 -76%
Point72 Asset Management
224
Point72 Asset Management
Connecticut
$123 -$81.9K -1,773 -100%
GAM
225
Gotham Asset Management
New York
-$2.83M -51,826 Closed

SFBS Hedge Fund Activity: Q2 2023 in Review

224 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2023, worth a combined $1.55B — down 23% from $2B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SFBS and 22 opened new positions — a net loss of 15 holders — while 75 trimmed existing stakes and 96 added.

The largest buyer was State Street, adding an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $14.4M.

  • 224 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2023, down from 239 in Q1 2023.
  • Funds reported $1.55B of ServisFirst Bancshares stock for Q2 2023, down 23% quarter-over-quarter.
  • 22 funds opened new ServisFirst Bancshares positions in Q2 2023 and 37 closed out, a net change of -15 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2023 was State Street, an estimated $10.8M added.
  • The largest ServisFirst Bancshares seller in Q2 2023 was Fidelity Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2023.