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SFBS

ServisFirst Bancshares

146 hedge funds and large institutions have $996M invested in ServisFirst Bancshares in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

16% more capital invested

Capital invested by funds: $856M → $996M (+$140M)

1% more funds holding

Funds holding: 144146 (+2)

1.3% more ownership

Funds ownership: 48.19%49.49% (+1.3%)

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
58
Reduced
38
Closed
14
Calls
$203K
Puts
Net Calls
+$203K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$269M +$567K +15,858 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M +$920K +25,730 +0.5%
DAM
3
Davis Asset Management
California
$56.5M
State Street
4
State Street
Massachusetts
$54.5M +$37.3K +1,044 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$51.7M -$465K -13,008 -0.9%
Principal Financial Group
6
Principal Financial Group
Iowa
$31.8M +$16.3M +455,143 +117%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$26.3M +$577K +16,128 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$24.8M +$2.16M +60,298 +10%
Northern Trust
9
Northern Trust
Illinois
$23.5M -$803K -22,451 -3%
Invesco
10
Invesco
Georgia
$19.8M -$2.15M -60,263 -10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$18.7M
Morgan Stanley
12
Morgan Stanley
New York
$10.8M +$2.41M +67,284 +31%
Charles Schwab
13
Charles Schwab
California
$10.8M +$167K +4,659 +2%
WG
14
Welch Group
Alabama
$10.5M +$1.45M +40,590 +17%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.19M
Ameriprise
16
Ameriprise
Minnesota
$8.9M -$239K -6,680 -3%
N
17
Nuveen
North Carolina
$8.56M +$1.03M +28,673 +14%
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$7.76M +$4.04M +113,040 +56%
JAM
19
Jacobs Asset Management
New York
$7.54M -$314K -8,794 -4%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$5.6M +$292K +8,171 +6%
Legal & General Group
21
Legal & General Group
United Kingdom
$5.21M +$459K +12,827 +10%
MCM
22
Maltese Capital Management
New York
$4.66M -$720K -20,131 -14%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.37M +$2.71M +75,882 +190%
UBS Group
24
UBS Group
Switzerland
$4.33M +$811K +22,699 +25%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$4.23M +$18K +503 +0.4%

SFBS Hedge Fund Activity: Q4 2019 in Review

146 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2019, worth a combined $996M — up 16% from $856M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SFBS positions and 14 closed out — a net gain of 9 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $16.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $2.63M sold.

  • 146 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $996M of ServisFirst Bancshares stock for Q4 2019, up 16% quarter-over-quarter.
  • 23 funds opened new ServisFirst Bancshares positions in Q4 2019 and 14 closed out, a net change of +9 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2019 was Principal Financial Group, an estimated $16.3M added.
  • The largest ServisFirst Bancshares seller in Q4 2019 was HSBC Holdings, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2019.