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SFBS

ServisFirst Bancshares

178 hedge funds and large institutions have $1.21B invested in ServisFirst Bancshares in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

22% more capital invested

Capital invested by funds: $991M → $1.21B (+$217M)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

11% more funds holding

Funds holding: 161178 (+17)

1.25% more ownership

Funds ownership: 54.03%55.28% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $865K

Holders
178
Holders Change
+17
Holders Change %
+10.56%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
63
Reduced
52
Closed
15
Calls
Puts
$865K
Net Calls
-$865K
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$292M +$14.3M +369,653 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M +$4.76M +122,795 +3%
Principal Financial Group
3
Principal Financial Group
Iowa
$73.1M -$9.22M -237,774 -12%
WG
4
Welch Group
Alabama
$62.3M -$2.8M -72,208 -4%
State Street
5
State Street
Massachusetts
$62M +$866K +22,350 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$55.3M -$49K -1,264 -0.1%
DAM
7
Davis Asset Management
California
$43.2M
JP Morgan Chase
8
JP Morgan Chase
New York
$35.8M +$5.79M +149,308 +20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$31.1M +$1.6M +41,371 +6%
Northern Trust
10
Northern Trust
Illinois
$24.8M -$864K -22,305 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$23.9M -$2.87K -74 -0%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$16.3M -$16.1K -415 -0.1%
Charles Schwab
13
Charles Schwab
California
$15.6M +$2.96M +76,369 +25%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$15.2M -$2.06M -53,200 -12%
Norges Bank
15
Norges Bank
Norway
$11.2M
WCM
16
Wedge Capital Management
North Carolina
$10.4M +$7.36M +189,995 +282%
Morgan Stanley
17
Morgan Stanley
New York
$10.3M +$757K +19,535 +8%
KBC Group
18
KBC Group
Belgium
$9.12M +$158K +4,070 +11%
Ameriprise
19
Ameriprise
Minnesota
$8.25M -$219K -5,646 -3%
RJA
20
Raymond James & Associates
Florida
$8.15M -$224K -5,781 -3%
N
21
Nuveen
North Carolina
$8.07M -$597K -15,409 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$6.4M +$273K +7,056 +5%
PPA
23
Parametric Portfolio Associates
Washington
$6.08M +$496K +12,807 +9%
Comerica Bank
24
Comerica Bank
Texas
$5.62M +$2.44M +63,017 +94%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$5.48M +$155K +4,009 +3%

SFBS Hedge Fund Activity: Q4 2020 in Review

178 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2020, worth a combined $1.21B — up 22% from $991M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFBS positions and 15 closed out — a net gain of 17 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3M. The largest seller was VOYA Investment Management, cutting an estimated $11.3M.

  • 178 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2020, up from 161 in Q3 2020.
  • Funds reported $1.21B of ServisFirst Bancshares stock for Q4 2020, up 22% quarter-over-quarter.
  • 32 funds opened new ServisFirst Bancshares positions in Q4 2020 and 15 closed out, a net change of +17 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2020 was BlackRock, an estimated $14.3M added.
  • The largest ServisFirst Bancshares seller in Q4 2020 was VOYA Investment Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2020.