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SFBS

ServisFirst Bancshares

158 hedge funds and large institutions have $864M invested in ServisFirst Bancshares in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 151158 (+7)

5% more capital invested

Capital invested by funds: $823M → $864M (+$40.8M)

0.62% less ownership

Funds ownership: 48.48%47.85% (-0.62%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
39
Closed
16
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$5.91M +173,304 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M +$5.69M +166,835 +4%
State Street
3
State Street
Massachusetts
$49.6M -$715K -20,947 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.5M +$636K +18,650 +1%
DAM
5
Davis Asset Management
California
$38.1M +$7.81M +228,818 +25%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.1M +$1.79M +52,426 +9%
Northern Trust
7
Northern Trust
Illinois
$20.7M +$117K +3,443 +0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.9M +$280K +8,201 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19M -$11.9M -348,360 -38%
PCM
10
Peregrine Capital Management
Minnesota
$18.6M +$1.36M +39,746 +8%
Invesco
11
Invesco
Georgia
$16.1M +$4.36M +127,916 +37%
Principal Financial Group
12
Principal Financial Group
Iowa
$13.2M +$151K +4,433 +1%
Goldman Sachs
13
Goldman Sachs
New York
$9.03M +$461K +13,504 +5%
Charles Schwab
14
Charles Schwab
California
$8.91M +$426K +12,499 +5%
Ameriprise
15
Ameriprise
Minnesota
$8.59M -$28.8K -843 -0.3%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.23M
WG
17
Welch Group
Alabama
$7.98M +$79.3K +2,325 +1%
JAM
18
Jacobs Asset Management
New York
$7.05M
EBSAM
19
Eubel Brady & Suttman Asset Management
Ohio
$6.92M
Morgan Stanley
20
Morgan Stanley
New York
$6.66M -$2.11M -61,724 -24%
Victory Capital Management
21
Victory Capital Management
Texas
$4.87M -$546K -16,012 -10%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.42M +$37.4K +1,096 +0.8%
Legal & General Group
23
Legal & General Group
United Kingdom
$4.05M +$368K +10,780 +10%
Wells Fargo
24
Wells Fargo
California
$3.66M +$97.6K +2,860 +3%
Stifel Financial
25
Stifel Financial
Missouri
$3.64M -$86.4K -2,532 -2%

SFBS Hedge Fund Activity: Q1 2019 in Review

158 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2019, worth a combined $864M — up 5% from $823M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SFBS positions and 16 closed out — a net gain of 8 holders — while 59 added to existing stakes and 39 trimmed.

The largest buyer was Davis Asset Management, adding an estimated $7.81M. The largest seller was Westwood Holdings Group, cutting an estimated $24.2M.

  • 158 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2019, up from 151 in Q4 2018.
  • Funds reported $864M of ServisFirst Bancshares stock for Q1 2019, up 5% quarter-over-quarter.
  • 24 funds opened new ServisFirst Bancshares positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2019 was Davis Asset Management, an estimated $7.81M added.
  • The largest ServisFirst Bancshares seller in Q1 2019 was Westwood Holdings Group, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2019.