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SFBS

ServisFirst Bancshares

156 hedge funds and large institutions have $1.01B invested in ServisFirst Bancshares in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $970M → $1.01B (+$43.6M)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0.93% more ownership

Funds ownership: 44.76%45.69% (+0.93%)

3% less funds holding

Funds holding: 160156 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
55
Reduced
54
Closed
11
Calls
$964K
Puts
Net Calls
+$964K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$266M +$22.3M +520,212 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M +$6.37M +148,677 +3%
State Street
3
State Street
Massachusetts
$65.7M +$3.18M +74,270 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.6M +$16.1K +376 +0%
WHG
5
Westwood Holdings Group
Texas
$29M +$11.6K +272 +0%
DAM
6
Davis Asset Management
California
$28.4M +$2.57M +60,000 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$27.4M +$381K +8,900 +1%
Northern Trust
8
Northern Trust
Illinois
$24.9M +$569K +13,287 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.8M -$241K -5,634 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$20.9M +$2.74M +64,048 +15%
PCM
11
Peregrine Capital Management
Minnesota
$17.2M -$2.95M -68,936 -14%
Principal Financial Group
12
Principal Financial Group
Iowa
$15.4M +$96.4K +2,252 +0.6%
Goldman Sachs
13
Goldman Sachs
New York
$10.8M +$4.37M +102,129 +65%
Ameriprise
14
Ameriprise
Minnesota
$10.3M +$517K +12,075 +5%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.3M -$428K -10,000 -4%
Charles Schwab
16
Charles Schwab
California
$10M +$681K +15,908 +7%
JAM
17
Jacobs Asset Management
New York
$9.59M
WG
18
Welch Group
Alabama
$8.85M -$34.3K -802 -0.4%
EBSAM
19
Eubel Brady & Suttman Asset Management
Ohio
$8.43M
Morgan Stanley
20
Morgan Stanley
New York
$7.63M -$483K -11,285 -6%
Deutsche Bank
21
Deutsche Bank
Germany
$7.57M +$458K +10,687 +6%
AIM
22
Artemis Investment Management
United Kingdom
$6.98M +$1.26M +29,381 +21%
WA
23
Waverly Advisors
Alabama
$5.22M +$43.9K +1,025 +0.8%
Stifel Financial
24
Stifel Financial
Missouri
$4.96M -$336K -7,850 -6%
Fisher Asset Management
25
Fisher Asset Management
Washington
$4.83M -$855K -19,963 -15%

SFBS Hedge Fund Activity: Q2 2018 in Review

156 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2018, worth a combined $1.01B — up 4.5% from $970M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SFBS and 7 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 55 added.

The largest buyer was BlackRock, adding an estimated $22.3M. The largest seller was UBS Group, cutting an estimated $4.8M.

  • 156 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2018, down from 160 in Q1 2018.
  • Funds reported $1.01B of ServisFirst Bancshares stock for Q2 2018, up 4.5% quarter-over-quarter.
  • 7 funds opened new ServisFirst Bancshares positions in Q2 2018 and 11 closed out, a net change of -4 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2018 was BlackRock, an estimated $22.3M added.
  • The largest ServisFirst Bancshares seller in Q2 2018 was UBS Group, an estimated $4.8M sold.

Based on aggregated 13F filings for Q2 2018.