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SFBS

ServisFirst Bancshares

140 hedge funds and large institutions have $765M invested in ServisFirst Bancshares in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $421K

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

62% more capital invested

Capital invested by funds: $471M → $765M (+$294M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38.79% more ownership

Funds ownership: 0%38.79% (+39%)

15% more funds holding

Funds holding: 122140 (+18)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
32
Increased
44
Reduced
48
Closed
11
Calls
$2.36M
Puts
$421K
Net Calls
+$1.94M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$129M +$13.2M +415,690 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$110M +$26.9M +849,795 +41%
BIT
3
BlackRock Institutional Trust
California
$45.6M +$8.28M +261,305 +27%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$44.1M +$37.3M +1,177,400 New
State Street
5
State Street
Massachusetts
$43.7M +$4.48M +141,460 +14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$30M +$1.93M +61,075 +8%
Northern Trust
7
Northern Trust
Illinois
$20.7M +$134K +4,233 +0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.3M +$488K +15,416 +3%
PCM
9
Peregrine Capital Management
Minnesota
$15.4M -$7.16M -225,908 -35%
HW
10
Hancock Whitney
Mississippi
$14.8M -$21.5K -680 -0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.4M +$283K +8,929 +3%
Principal Financial Group
12
Principal Financial Group
Iowa
$12.9M +$688K +21,706 +7%
WA
13
Waverly Advisors
Alabama
$12.4M +$7.17M +226,396 +218%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.59M
JAM
15
Jacobs Asset Management
New York
$9.53M -$1.59M -50,200 -16%
BFC
16
Banc Funds Company
Illinois
$9.11M
BIM
17
BlackRock Investment Management
Delaware
$8.76M +$1.29M +40,666 +21%
Ameriprise
18
Ameriprise
Minnesota
$8.22M +$97.9K +3,090 +1%
DAM
19
Davis Asset Management
California
$7.8M -$11M -346,489 -62%
WHG
20
Westwood Holdings Group
Texas
$7.38M +$6.24M +197,098 New
HighTower Advisors
21
HighTower Advisors
Illinois
$7.34M -$2.7M -85,266 -30%
Morgan Stanley
22
Morgan Stanley
New York
$6.93M +$3.95M +124,792 +207%
EBSAM
23
Eubel Brady & Suttman Asset Management
Ohio
$6.6M
Charles Schwab
24
Charles Schwab
California
$6.59M +$58K +1,832 +1%
UBS Group
25
UBS Group
Switzerland
$6.43M +$34.1K +1,076 +0.6%

SFBS Hedge Fund Activity: Q4 2016 in Review

140 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2016, worth a combined $765M — up 62% from $471M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFBS positions and 11 closed out — a net gain of 21 holders — while 44 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $37.3M. The largest seller was Royal Bank of Canada, cutting an estimated $24.6M.

  • 140 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2016, up from 122 in Q3 2016.
  • Funds reported $765M of ServisFirst Bancshares stock for Q4 2016, up 62% quarter-over-quarter.
  • 32 funds opened new ServisFirst Bancshares positions in Q4 2016 and 11 closed out, a net change of +21 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2016 was Fidelity Investments, an estimated $37.3M added.
  • The largest ServisFirst Bancshares seller in Q4 2016 was Royal Bank of Canada, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2016.