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SFBS

ServisFirst Bancshares
SFBS

143 hedge funds and large institutions have $833M invested in ServisFirst Bancshares in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $841M → $833M (-$7.81M)

1.3% less ownership

Funds ownership: 44.03% → 42.73% (-1.3%)

5% less funds holding

Funds holding: 151 → 143 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
143
Holders Change
-8
Holders Change %
-5.3%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
64
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.14M
2
WHG
Westwood Holdings Group
Texas
+$3.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.76M
4
Wells Fargo
Wells Fargo
California
+$2.19M
5
WG
Welch Group
Alabama
+$2.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$9.08M
2
Credit Agricole
Credit Agricole
France
-$8.14M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.08M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.41M
5
HW
Hancock Whitney
Mississippi
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$198M -$2.59M -71,239 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$2.76M +75,782 +2%
State Street
3
State Street
Massachusetts
$54.4M +$1.56M +42,757 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.9M +$4.14M +113,855 +12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$30.3M – – –
Bank of New York Mellon
6
Bank of New York Mellon
New York
$27.4M +$619K +16,994 +2%
Northern Trust
7
Northern Trust
Illinois
$22.3M -$45.2K -1,243 -0.2%
PCM
8
Peregrine Capital Management
Minnesota
$17.9M -$46.2K -1,268 -0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15M +$830K +22,807 +6%
WA
10
Waverly Advisors
Alabama
$14.4M +$103K +2,819 +0.7%
Principal Financial Group
11
Principal Financial Group
Iowa
$13.7M +$430K +11,805 +3%
WHG
12
Westwood Holdings Group
Texas
$12M +$3.6M +98,776 +43%
HW
13
Hancock Whitney
Mississippi
$11.5M -$2.91M -79,820 -20%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.45M – – –
Ameriprise
15
Ameriprise
Minnesota
$8.52M +$13.3K +366 +0.2%
Invesco
16
Invesco
Georgia
$7.99M +$402K +11,051 +5%
JAM
17
Jacobs Asset Management
New York
$7.98M -$483K -13,266 -6%
WG
18
Welch Group
Alabama
$7.67M +$2.1M +57,629 +38%
DAM
19
Davis Asset Management
California
$7.38M – – –
Charles Schwab
20
Charles Schwab
California
$7.36M +$62.7K +1,723 +0.9%
BFC
21
Banc Funds Company
Illinois
$6.64M -$400K -11,000 -6%
UBS Group
22
UBS Group
Switzerland
$6.47M +$432K +11,863 +7%
EBSAM
23
Eubel Brady & Suttman Asset Management
Ohio
$6.3M – – –
First Trust Advisors
24
First Trust Advisors
Illinois
$5.09M -$1.37M -37,619 -21%
Fisher Asset Management
25
Fisher Asset Management
Washington
$5.02M +$1.2M +32,957 +32%
1
2 3 4 5

SFBS Hedge Fund Activity: Q2 2017 in Review

143 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2017, worth a combined $833M — down 0.93% from $841M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SFBS and 9 opened new positions — a net loss of 8 holders — while 45 trimmed existing stakes and 64 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.14M. The largest seller was Norges Bank, cutting an estimated $9.08M.

  • 143 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2017, down from 151 in Q1 2017.
  • Funds reported $833M of ServisFirst Bancshares stock for Q2 2017, down 0.93% quarter-over-quarter.
  • 9 funds opened new ServisFirst Bancshares positions in Q2 2017 and 17 closed out, a net change of -8 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2017 was Dimensional Fund Advisors, an estimated $4.14M added.
  • The largest ServisFirst Bancshares seller in Q2 2017 was Norges Bank, an estimated $9.08M sold.

Based on aggregated 13F filings for Q2 2017.