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SFBS

ServisFirst Bancshares

146 hedge funds and large institutions have $888M invested in ServisFirst Bancshares in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $833M → $888M (+$55.4M)

2% more funds holding

Funds holding: 143146 (+3)

0.46% more ownership

Funds ownership: 42.73%43.19% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
63
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$217M +$6.96M +195,672 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$161M +$3.24M +91,140 +2%
State Street
3
State Street
Massachusetts
$50M -$6.68M -187,869 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.4M +$4.06M +114,126 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32.1M +$88.9K +2,500 +0.3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$28.4M -$436K -12,252 -2%
Northern Trust
7
Northern Trust
Illinois
$23.2M -$208K -5,852 -1%
PCM
8
Peregrine Capital Management
Minnesota
$19.5M +$607K +17,072 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.3M +$478K +13,427 +3%
WA
10
Waverly Advisors
Alabama
$15.1M -$54.1K -1,522 -0.4%
Principal Financial Group
11
Principal Financial Group
Iowa
$14.5M +$72.9K +2,051 +0.6%
WHG
12
Westwood Holdings Group
Texas
$13.5M +$779K +21,912 +7%
HW
13
Hancock Whitney
Mississippi
$12.1M
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.95M
Ameriprise
15
Ameriprise
Minnesota
$9.01M +$34K +955 +0.4%
JAM
16
Jacobs Asset Management
New York
$8.93M +$480K +13,500 +6%
Charles Schwab
17
Charles Schwab
California
$8.16M +$376K +10,585 +5%
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$7.85M +$1.11M +31,334 +18%
DAM
19
Davis Asset Management
California
$7.77M
Invesco
20
Invesco
Georgia
$7.43M -$900K -25,311 -12%
BFC
21
Banc Funds Company
Illinois
$6.99M
UBS Group
22
UBS Group
Switzerland
$6.7M -$110K -3,081 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$6.28M +$2.87M +80,619 +99%
WG
24
Welch Group
Alabama
$5.79M -$2.09M -58,869 -28%
HighTower Advisors
25
HighTower Advisors
Illinois
$5.22M -$48.5K -1,365 -1%

SFBS Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2017, worth a combined $888M — up 6.7% from $833M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SFBS positions and 9 closed out — a net gain of 5 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $6.96M. The largest seller was State Street, cutting an estimated $6.68M.

  • 146 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2017, up from 143 in Q2 2017.
  • Funds reported $888M of ServisFirst Bancshares stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 14 funds opened new ServisFirst Bancshares positions in Q3 2017 and 9 closed out, a net change of +5 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2017 was BlackRock, an estimated $6.96M added.
  • The largest ServisFirst Bancshares seller in Q3 2017 was State Street, an estimated $6.68M sold.

Based on aggregated 13F filings for Q3 2017.