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SFBS

ServisFirst Bancshares

151 hedge funds and large institutions have $841M invested in ServisFirst Bancshares in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,619% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $37K

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

10% more capital invested

Capital invested by funds: $765M → $841M (+$76M)

8% more funds holding

Funds holding: 140151 (+11)

5.24% more ownership

Funds ownership: 38.79%44.03% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
63
Reduced
45
Closed
9
Calls
$1.75M
Puts
$37K
Net Calls
+$1.71M
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$198M +$214M +5,447,535 +146,047%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$40.5M +1,033,129 +35%
State Street
3
State Street
Massachusetts
$52.1M +$10.4M +264,493 +23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.2M +$5.5M +140,253 +18%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.9M -$13.9M -354,900 -30%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$26.4M +$8.23M +209,826 +41%
Northern Trust
7
Northern Trust
Illinois
$22M +$1.99M +50,628 +9%
PCM
8
Peregrine Capital Management
Minnesota
$17.2M +$2.93M +74,654 +18%
HW
9
Hancock Whitney
Mississippi
$14.2M -$189K -4,810 -1%
WA
10
Waverly Advisors
Alabama
$14.1M +$2.21M +56,369 +17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.9M +$941K +23,975 +7%
Principal Financial Group
12
Principal Financial Group
Iowa
$13.1M +$655K +16,695 +5%
Norges Bank
13
Norges Bank
Norway
$11.5M +$9.93M +253,186 +400%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.32M
Ameriprise
15
Ameriprise
Minnesota
$8.39M +$438K +11,165 +5%
JAM
16
Jacobs Asset Management
New York
$8.35M -$979K -24,950 -10%
WHG
17
Westwood Holdings Group
Texas
$8.29M +$1.21M +30,735 +16%
Credit Agricole
18
Credit Agricole
France
$8.14M +$13.2M +335,576 New
Invesco
19
Invesco
Georgia
$7.48M +$2.77M +70,614 +52%
DAM
20
Davis Asset Management
California
$7.28M -$331K -8,425 -4%
Charles Schwab
21
Charles Schwab
California
$7.19M +$852K +21,717 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
$7.12M -$16.7K -426 -0.2%
BFC
23
Banc Funds Company
Illinois
$6.95M -$2.05M -52,300 -22%
First Trust Advisors
24
First Trust Advisors
Illinois
$6.39M +$2.09M +53,310 +44%
EBSAM
25
Eubel Brady & Suttman Asset Management
Ohio
$6.21M -$220K -5,600 -3%

SFBS Hedge Fund Activity: Q1 2017 in Review

151 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2017, worth a combined $841M — up 9.9% from $765M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SFBS positions and 9 closed out — a net gain of 16 holders — while 63 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.

  • 151 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2017, up from 140 in Q4 2016.
  • Funds reported $841M of ServisFirst Bancshares stock for Q1 2017, up 9.9% quarter-over-quarter.
  • 25 funds opened new ServisFirst Bancshares positions in Q1 2017 and 9 closed out, a net change of +16 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2017 was BlackRock, an estimated $214M added.
  • The largest ServisFirst Bancshares seller in Q1 2017 was Fidelity Investments, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2017.