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SFBS

ServisFirst Bancshares

144 hedge funds and large institutions have $856M invested in ServisFirst Bancshares in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

0.72% more ownership

Funds ownership: 47.47%48.19% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $870M → $856M (-$14.7M)

8% less funds holding

Funds holding: 157144 (-13)

52% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 25

Holders
144
Holders Change
-13
Holders Change %
-8.28%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
51
Reduced
39
Closed
25
Calls
$491K
Puts
Net Calls
+$491K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$2.47M +76,655 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$1.65M +51,172 +1%
DAM
3
Davis Asset Management
California
$49.7M +$6.45M +200,000 +15%
State Street
4
State Street
Massachusetts
$47.9M -$1.43M -44,306 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.9M +$124K +3,837 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$22.6M +$699K +21,670 +3%
Northern Trust
7
Northern Trust
Illinois
$21.4M +$673K +20,841 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.8M -$194K -6,006 -1%
Invesco
9
Invesco
Georgia
$19.4M +$2.68M +83,199 +17%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$16.5M -$2.07M -64,100 -11%
Principal Financial Group
11
Principal Financial Group
Iowa
$12.9M -$98.6K -3,057 -0.8%
Charles Schwab
12
Charles Schwab
California
$9.35M +$321K +9,950 +4%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.08M
Ameriprise
14
Ameriprise
Minnesota
$8.05M -$225K -6,974 -3%
WG
15
Welch Group
Alabama
$7.87M -$14.5K -450 -0.2%
Morgan Stanley
16
Morgan Stanley
New York
$7.29M -$1.55M -48,001 -18%
JAM
17
Jacobs Asset Management
New York
$6.92M
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$6.73M
N
19
Nuveen
North Carolina
$6.58M -$575K -17,825 -8%
MCM
20
Maltese Capital Management
New York
$4.76M +$762K +23,606 +20%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$4.66M +$105K +3,265 +2%
Wells Fargo
22
Wells Fargo
California
$4.27M +$51K +1,580 +1%
WA
23
Waverly Advisors
Alabama
$4.17M +$1.4M +43,237 +52%
Legal & General Group
24
Legal & General Group
United Kingdom
$4.16M +$183K +5,662 +5%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.11M

SFBS Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2019, worth a combined $856M — down 1.7% from $870M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SFBS and 12 opened new positions — a net loss of 13 holders — while 39 trimmed existing stakes and 51 added.

The largest buyer was Davis Asset Management, adding an estimated $6.45M. The largest seller was Canada Life, exiting entirely with an estimated $2.09M sold.

  • 144 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2019, down from 157 in Q2 2019.
  • Funds reported $856M of ServisFirst Bancshares stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 12 funds opened new ServisFirst Bancshares positions in Q3 2019 and 25 closed out, a net change of -13 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2019 was Davis Asset Management, an estimated $6.45M added.
  • The largest ServisFirst Bancshares seller in Q3 2019 was Canada Life, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2019.