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SFBS

ServisFirst Bancshares
SFBS

151 hedge funds and large institutions have $823M invested in ServisFirst Bancshares in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

0.84% more ownership

Funds ownership: 47.64% → 48.48% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1% less funds holding

Funds holding: 153 → 151 (-2)

16% less capital invested

Capital invested by funds: $983M → $823M (-$159M)

Holders
151
Holders Change
-2
Holders Change %
-1.31%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
61
Reduced
45
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$8.55M
2
DAM
Davis Asset Management
California
+$7.49M
3
BlackRock
BlackRock
New York
+$5.45M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.26M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.06M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.6M
2
AIM
Artemis Investment Management
United Kingdom
-$4.77M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.82M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.74M
5
State Street
State Street
Massachusetts
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$218M +$5.45M +151,573 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M +$3.06M +85,153 +2%
State Street
3
State Street
Massachusetts
$47.5M -$1.64M -45,588 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.4M +$710K +19,732 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29M -$12.6M -349,121 -28%
DAM
6
Davis Asset Management
California
$28.7M +$7.49M +208,200 +30%
WHG
7
Westwood Holdings Group
Texas
$23.3M -$937K -26,038 -3%
Northern Trust
8
Northern Trust
Illinois
$19.4M -$152K -4,212 -0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.5M +$1.47M +40,902 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.2M +$1.67M +46,286 +9%
PCM
11
Peregrine Capital Management
Minnesota
$16.3M -$111K -3,088 -0.6%
Principal Financial Group
12
Principal Financial Group
Iowa
$12.3M -$72.8K -2,023 -0.5%
Invesco
13
Invesco
Georgia
$11.2M +$8.55M +237,525 +210%
Morgan Stanley
14
Morgan Stanley
New York
$8.25M -$445K -12,358 -5%
Ameriprise
15
Ameriprise
Minnesota
$8.14M -$6.84K -190 -0.1%
Goldman Sachs
16
Goldman Sachs
New York
$8.09M +$560K +15,554 +7%
Charles Schwab
17
Charles Schwab
California
$8.01M -$29.2K -811 -0.3%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.77M -$85.7K -2,380 -1%
WG
19
Welch Group
Alabama
$7.46M +$654K +18,180 +8%
JAM
20
Jacobs Asset Management
New York
$6.65M – – –
EBSAM
21
Eubel Brady & Suttman Asset Management
Ohio
$6.53M +$108K +3,000 +1%
Victory Capital Management
22
Victory Capital Management
Texas
$5.11M +$5.26M +146,194 +1,043%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.13M +$834K +23,162 +22%
Deutsche Bank
24
Deutsche Bank
Germany
$3.63M -$533K -14,798 -11%
Bank of America
25
Bank of America
North Carolina
$3.59M +$2.19M +60,834 +117%
1
2 3 4 5

SFBS Hedge Fund Activity: Q4 2018 in Review

151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2018, worth a combined $823M — down 16% from $983M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SFBS and 21 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 61 added.

The largest buyer was Invesco, adding an estimated $8.55M. The largest seller was Fidelity Investments, cutting an estimated $12.6M.

  • 151 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2018, down from 153 in Q3 2018.
  • Funds reported $823M of ServisFirst Bancshares stock for Q4 2018, down 16% quarter-over-quarter.
  • 21 funds opened new ServisFirst Bancshares positions in Q4 2018 and 22 closed out, a net change of -1 holder.
  • The largest ServisFirst Bancshares buyer in Q4 2018 was Invesco, an estimated $8.55M added.
  • The largest ServisFirst Bancshares seller in Q4 2018 was Fidelity Investments, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2018.