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SFBS

ServisFirst Bancshares
SFBS

158 hedge funds and large institutions have $978M invested in ServisFirst Bancshares in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $888M → $978M (+$90.3M)

8% more funds holding

Funds holding: 146 → 158 (+12)

1.3% more ownership

Funds ownership: 43.19% → 44.5% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
54
Reduced
51
Closed
9
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$324K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$12M
2
AIM
Artemis Investment Management
United Kingdom
+$5.61M
3
BlackRock
BlackRock
New York
+$5.43M
4
State Street
State Street
Massachusetts
+$4.29M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.17M
2
Invesco
Invesco
Georgia
-$3.62M
3
BFC
Banc Funds Company
Illinois
-$3.5M
4
Deutsche Bank
Deutsche Bank
Germany
-$2.01M
5
HW
Hancock Whitney
Mississippi
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$237M +$5.43M +133,546 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$176M +$4.11M +101,267 +2%
State Street
3
State Street
Massachusetts
$57.8M +$4.29M +105,648 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$49.9M +$1.34M +32,943 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$30.4M +$54.5K +1,341 +0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$26.9M -$7.17M -176,400 -21%
WHG
7
Westwood Holdings Group
Texas
$26.7M +$12M +295,795 +85%
Northern Trust
8
Northern Trust
Illinois
$24.2M -$625K -15,391 -3%
PCM
9
Peregrine Capital Management
Minnesota
$21M +$129K +3,166 +0.6%
WA
10
Waverly Advisors
Alabama
$18M +$1.86M +45,702 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.8M +$386K +9,507 +2%
Principal Financial Group
12
Principal Financial Group
Iowa
$14.8M -$756K -18,612 -5%
HW
13
Hancock Whitney
Mississippi
$11M -$1.85M -45,430 -15%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M – – –
WG
15
Welch Group
Alabama
$9.54M +$3.29M +81,041 +54%
JAM
16
Jacobs Asset Management
New York
$9.54M – – –
Ameriprise
17
Ameriprise
Minnesota
$9.47M -$157K -3,875 -2%
Charles Schwab
18
Charles Schwab
California
$9M +$283K +6,966 +3%
EBSAM
19
Eubel Brady & Suttman Asset Management
Ohio
$8.38M – – –
DAM
20
Davis Asset Management
California
$8.3M – – –
UBS Group
21
UBS Group
Switzerland
$6.74M -$406K -9,994 -6%
Morgan Stanley
22
Morgan Stanley
New York
$6.56M +$1.05M +25,815 +20%
Fisher Asset Management
23
Fisher Asset Management
Washington
$6.28M +$784K +19,298 +15%
AIM
24
Artemis Investment Management
United Kingdom
$5.73M +$5.61M +138,027 New
GPGA
25
Grandeur Peak Global Advisors
Utah
$5.27M +$3.72M +91,525 +258%
1
2 3 4 5

SFBS Hedge Fund Activity: Q4 2017 in Review

158 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2017, worth a combined $978M — up 10% from $888M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SFBS positions and 9 closed out — a net gain of 12 holders — while 54 added to existing stakes and 51 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $7.17M.

  • 158 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $978M of ServisFirst Bancshares stock for Q4 2017, up 10% quarter-over-quarter.
  • 21 funds opened new ServisFirst Bancshares positions in Q4 2017 and 9 closed out, a net change of +12 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2017 was Westwood Holdings Group, an estimated $12M added.
  • The largest ServisFirst Bancshares seller in Q4 2017 was Fidelity Investments, an estimated $7.17M sold.

Based on aggregated 13F filings for Q4 2017.