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SFBS

ServisFirst Bancshares

161 hedge funds and large institutions have $991M invested in ServisFirst Bancshares in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

0% more funds holding

Funds holding: 161161 (0)

1.23% less ownership

Funds ownership: 55.26%54.03% (-1.2%)

7% less capital invested

Capital invested by funds: $1.06B → $991M (-$72.3M)

22% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 58

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
161
Holders Change
Holders Change %
0%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
45
Reduced
58
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$234M -$4.89M -136,141 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M -$5.53M -153,933 -3%
Principal Financial Group
3
Principal Financial Group
Iowa
$69.8M +$12.3M +342,258 +20%
WG
4
Welch Group
Alabama
$55M -$1.23M -34,292 -2%
State Street
5
State Street
Massachusetts
$51.6M -$2.61M -72,737 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$46.8M +$1.08K +30 +0%
DAM
7
Davis Asset Management
California
$36.5M
JP Morgan Chase
8
JP Morgan Chase
New York
$25M +$532K +14,803 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.9M -$1.08M -30,172 -4%
Northern Trust
10
Northern Trust
Illinois
$21.7M -$1.32M -36,767 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.2M -$987K -27,477 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$14.6M
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$14.1M -$394K -10,984 -3%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$10.6M -$744K -20,721 -6%
Charles Schwab
15
Charles Schwab
California
$10.6M -$119K -3,311 -1%
Norges Bank
16
Norges Bank
Norway
$9.43M +$1.08M +30,211 +12%
Morgan Stanley
17
Morgan Stanley
New York
$8.06M +$1.4M +38,901 +20%
N
18
Nuveen
North Carolina
$7.34M +$37.3K +1,039 +0.5%
Ameriprise
19
Ameriprise
Minnesota
$7.16M -$538K -14,973 -7%
RJA
20
Raymond James & Associates
Florida
$7.08M +$1.36M +37,858 +22%
Legal & General Group
21
Legal & General Group
United Kingdom
$5.16M +$74.5K +2,074 +1%
Goldman Sachs
22
Goldman Sachs
New York
$4.76M -$602K -16,769 -11%
PPA
23
Parametric Portfolio Associates
Washington
$4.7M +$1.11M +30,792 +29%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$4.5M -$460K -12,798 -9%
First Trust Advisors
25
First Trust Advisors
Illinois
$4.38M -$605K -16,851 -12%

SFBS Hedge Fund Activity: Q3 2020 in Review

161 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2020, worth a combined $991M — down 6.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SFBS positions and 18 closed out — a net gain of 2 holders — while 45 added to existing stakes and 58 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $12.3M. The largest seller was Vanguard Group, cutting an estimated $5.53M.

  • 161 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $991M of ServisFirst Bancshares stock for Q3 2020, down 6.8% quarter-over-quarter.
  • 20 funds opened new ServisFirst Bancshares positions in Q3 2020 and 18 closed out, a net change of +2 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2020 was Principal Financial Group, an estimated $12.3M added.
  • The largest ServisFirst Bancshares seller in Q3 2020 was Vanguard Group, an estimated $5.53M sold.

Based on aggregated 13F filings for Q3 2020.