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SFBS

ServisFirst Bancshares

281 hedge funds and large institutions have $3.16B invested in ServisFirst Bancshares in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 97 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $265K

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more capital invested

Capital invested by funds: $2.45B → $3.16B (+$714M)

8% more funds holding

Funds holding: 260281 (+21)

1% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 96

0.99% more ownership

Funds ownership: 71.11%72.09% (+0.99%)

Holders
281
Holders Change
+21
Holders Change %
+8.08%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
97
Reduced
96
Closed
20
Calls
$2.29M
Puts
$265K
Net Calls
+$2.02M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
201
Arlington Trust
Alabama
$270K -$3.01M -39,600 -92%
X
202
Xponance
Pennsylvania
$266K +$8.29K +109 +3%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$265K -$2.59K -34 -1%
Acadian Asset Management
204
Acadian Asset Management
Massachusetts
$265K +$251K +3,294 New
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$265K +$250K +3,288 New
AWA
206
Arete Wealth Advisors
Illinois
$260K -$4.49K -59 -2%
PAS
207
Point72 Asia (Singapore)
Singapore
$260K +$145K +1,901 +143%
WAG
208
Wallace Advisory Group
California
$250K
LF
209
LifeSteps Financial
California
$241K +$228K +3,000 New
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$234K +$222K +2,913 New
Axa
211
Axa
France
$233K +$220K +2,893 New
MBTD
212
Mechanics Bank - Trust Department
California
$225K +$213K +2,800 New
DWM
213
Diversify Wealth Management
Utah
$225K -$18.2K -239 -8%
MNBTD
214
Moody National Bank Trust Division
Texas
$225K +$212K +2,792 New
CCA
215
Cottonwood Capital Advisors
Utah
$222K +$210K +2,763 New
LCM
216
Landscape Capital Management
New Jersey
$220K +$208K +2,733 New
JSW
217
Journey Strategic Wealth
New Jersey
$217K +$205K +2,700 New
Corient Private Wealth
218
Corient Private Wealth
Florida
$210K +$198K +2,606 New
QCG
219
Quadrant Capital Group
Ohio
$209K
Verition Fund Management
220
Verition Fund Management
Connecticut
$208K +$197K +2,584 New
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$205K +$194K +2,545 New
LP
222
LMR Partners
United Kingdom
$203K +$192K +2,524 New
Marshall Wace
223
Marshall Wace
United Kingdom
$202K -$3.06M -40,221 -94%
EAM
224
Eukles Asset Management
Ohio
$164K -$19K -250 -11%
KBC Group
225
KBC Group
Belgium
$123K

SFBS Hedge Fund Activity: Q3 2024 in Review

281 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2024, worth a combined $3.16B — up 29% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SFBS positions and 20 closed out — a net gain of 23 holders — while 97 added to existing stakes and 96 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $35.8M. The largest seller was JP Morgan Chase, cutting an estimated $52.8M.

  • 281 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.16B of ServisFirst Bancshares stock for Q3 2024, up 29% quarter-over-quarter.
  • 43 funds opened new ServisFirst Bancshares positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $35.8M added.
  • The largest ServisFirst Bancshares seller in Q3 2024 was JP Morgan Chase, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2024.