We are live on ! Find out more
SFBS

ServisFirst Bancshares

160 hedge funds and large institutions have $849M invested in ServisFirst Bancshares in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

10% more funds holding

Funds holding: 146160 (+14)

4.4% more ownership

Funds ownership: 49.49%53.89% (+4.4%)

15% less capital invested

Capital invested by funds: $996M → $849M (-$146M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $29K

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
35
Increased
58
Reduced
44
Closed
19
Calls
Puts
$29K
Net Calls
-$29K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$203M -$7.54M -215,255 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$3.55M +101,463 +2%
WG
3
Welch Group
Alabama
$49.3M +$49.1M +1,402,844 +505%
State Street
4
State Street
Massachusetts
$44.3M +$2.22M +63,408 +4%
DAM
5
Davis Asset Management
California
$42.7M -$1.54M -44,000 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.5M +$415K +11,843 +0.9%
Principal Financial Group
7
Principal Financial Group
Iowa
$38.8M +$16.8M +480,355 +57%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.9M +$1.69M +48,132 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$19M +$18.6M +530,872 +458%
Northern Trust
10
Northern Trust
Illinois
$18.4M +$233K +6,655 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.4M -$1.06M -30,183 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$13.9M -$767K -21,900 -4%
Goldman Sachs
13
Goldman Sachs
New York
$8.71M +$7.19M +205,176 +223%
Charles Schwab
14
Charles Schwab
California
$8.53M +$138K +3,945 +1%
N
15
Nuveen
North Carolina
$7.48M +$977K +27,895 +12%
Ameriprise
16
Ameriprise
Minnesota
$6.81M -$140K -3,984 -2%
Morgan Stanley
17
Morgan Stanley
New York
$6.63M -$2.13M -60,937 -21%
Victory Capital Management
18
Victory Capital Management
Texas
$6.53M +$5.69M +162,425 +270%
EBSAM
19
Eubel Brady & Suttman Asset Management
Ohio
$5.98M -$3.93M -112,040 -35%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.47M +$140K +3,995 +3%
WCM
21
Wedge Capital Management
North Carolina
$4.3M +$5.14M +146,806 New
Invesco
22
Invesco
Georgia
$4.3M -$13.3M -379,079 -72%
Legal & General Group
23
Legal & General Group
United Kingdom
$4.11M +$63.6K +1,816 +1%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.92M -$3.86M -110,132 -45%
LIM
25
Leavell Investment Management
Alabama
$3.65M +$600K +17,118 +16%

SFBS Hedge Fund Activity: Q1 2020 in Review

160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2020, worth a combined $849M — down 15% from $996M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SFBS positions and 19 closed out — a net gain of 16 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Welch Group, adding an estimated $49.1M. The largest seller was Invesco, cutting an estimated $13.3M.

  • 160 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2020, up from 146 in Q4 2019.
  • Funds reported $849M of ServisFirst Bancshares stock for Q1 2020, down 15% quarter-over-quarter.
  • 35 funds opened new ServisFirst Bancshares positions in Q1 2020 and 19 closed out, a net change of +16 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2020 was Welch Group, an estimated $49.1M added.
  • The largest ServisFirst Bancshares seller in Q1 2020 was Invesco, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2020.