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SFBS

ServisFirst Bancshares

157 hedge funds and large institutions have $870M invested in ServisFirst Bancshares in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,167% more call options, than puts

Call options by funds: $278K | Put options by funds: $3K

97% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 32

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% more capital invested

Capital invested by funds: $864M → $870M (+$6.04M)

0.39% less ownership

Funds ownership: 47.85%47.47% (-0.39%)

1% less funds holding

Funds holding: 158157 (-1)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
63
Reduced
32
Closed
19
Calls
$278K
Puts
$3K
Net Calls
+$275K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$242M +$1.73M +51,797 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M -$2.17M -64,957 -1%
State Street
3
State Street
Massachusetts
$51M +$730K +21,860 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.3M +$1.06M +31,661 +2%
DAM
5
Davis Asset Management
California
$44.5M +$5.72M +171,182 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$22.6M +$1.19M +35,500 +6%
Northern Trust
7
Northern Trust
Illinois
$21.4M +$363K +10,861 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$20.7M +$513K +15,349 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19.2M -$10K -300 -0.1%
Invesco
10
Invesco
Georgia
$17.2M +$814K +24,382 +5%
Principal Financial Group
11
Principal Financial Group
Iowa
$13.4M +$18.2K +546 +0.1%
Charles Schwab
12
Charles Schwab
California
$9.33M +$275K +8,239 +3%
Morgan Stanley
13
Morgan Stanley
New York
$9.18M +$2.37M +70,819 +36%
Ameriprise
14
Ameriprise
Minnesota
$8.56M -$159K -4,772 -2%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.35M
WG
16
Welch Group
Alabama
$8.15M +$51.9K +1,555 +0.7%
N
17
Nuveen
North Carolina
$7.41M +$7.22M +216,262 New
JAM
18
Jacobs Asset Management
New York
$7.15M
EBSAM
19
Eubel Brady & Suttman Asset Management
Ohio
$6.96M -$66.8K -2,000 -1%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.7M +$212K +6,333 +5%
Wells Fargo
21
Wells Fargo
California
$4.36M +$627K +18,777 +17%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.24M +$2.7M +80,900 +188%
Citadel Advisors
23
Citadel Advisors
Florida
$4.19M +$3.02M +90,409 +283%
MCM
24
Maltese Capital Management
New York
$4.11M +$670K +20,067 +20%
Legal & General Group
25
Legal & General Group
United Kingdom
$4.1M -$8.75K -262 -0.2%

SFBS Hedge Fund Activity: Q2 2019 in Review

157 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2019, worth a combined $870M — up 0.7% from $864M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SFBS positions and 19 closed out — a net gain of 1 holder — while 63 added to existing stakes and 32 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.22M. The largest seller was Peregrine Capital Management, exiting entirely with an estimated $18.6M sold.

  • 157 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2019, down from 158 in Q1 2019.
  • Funds reported $870M of ServisFirst Bancshares stock for Q2 2019, up 0.7% quarter-over-quarter.
  • 20 funds opened new ServisFirst Bancshares positions in Q2 2019 and 19 closed out, a net change of +1 holder.
  • The largest ServisFirst Bancshares buyer in Q2 2019 was Nuveen, an estimated $7.22M added.
  • The largest ServisFirst Bancshares seller in Q2 2019 was Peregrine Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2019.