We are live on ! Find out more
SFBS

ServisFirst Bancshares
SFBS

192 hedge funds and large institutions have $1.94B invested in ServisFirst Bancshares in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

61% more capital invested

Capital invested by funds: $1.21B → $1.94B (+$734M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more funds holding

Funds holding: 178 → 192 (+14)

3.31% more ownership

Funds ownership: 55.28% → 58.59% (+3.3%)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

45% less call options, than puts

Call options by funds: $282K | Put options by funds: $509K

Holders
192
Holders Change
+14
Holders Change %
+7.87%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
58
Reduced
76
Closed
14
Calls
$282K
Puts
$509K
Net Calls
-$227K
Net Calls Change
+$638K

Top Buyers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$33.9M
2
WA
Wasatch Advisors
Utah
+$18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.9M
4
BFA
Bragg Financial Advisors
North Carolina
+$12.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$10.4M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$22.3M
2
Morgan Stanley
Morgan Stanley
New York
-$4.71M
3
WG
Welch Group
Alabama
-$2.94M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.83M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$457M +$10.1M +204,057 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$313M +$14.9M +300,936 +6%
State Street
3
State Street
Massachusetts
$102M +$6.47M +130,347 +9%
WG
4
Welch Group
Alabama
$91.1M -$2.94M -59,183 -4%
Principal Financial Group
5
Principal Financial Group
Iowa
$83.7M -$22.3M -449,839 -25%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82.6M -$1.33M -26,785 -2%
DAM
7
Davis Asset Management
California
$65.7M – – –
JP Morgan Chase
8
JP Morgan Chase
New York
$55.5M +$758K +15,265 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$50.8M +$2.82M +56,854 +7%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$41.8M +$33.9M +682,108 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$36.5M +$123K +2,468 +0.4%
Northern Trust
12
Northern Trust
Illinois
$35.8M -$1.61M -32,360 -5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$35.1M +$9.72M +195,636 +52%
Norges Bank
14
Norges Bank
Norway
$25.5M +$6.88M +138,527 +50%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$24.8M +$34.9K +702 +0.2%
WA
16
Wasatch Advisors
Utah
$22.2M +$18M +362,775 New
Charles Schwab
17
Charles Schwab
California
$21.6M -$1.73M -34,904 -9%
BFA
18
Bragg Financial Advisors
North Carolina
$19.5M +$12.3M +247,105 +353%
Ameriprise
19
Ameriprise
Minnesota
$12.9M +$289K +5,827 +3%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$12.9M +$10.4M +210,306 New
WCM
21
Wedge Capital Management
North Carolina
$12.7M -$2.47M -49,710 -19%
N
22
Nuveen
North Carolina
$12.4M +$119K +2,401 +1%
RJA
23
Raymond James & Associates
Florida
$10.9M -$1.24M -24,874 -12%
Victory Capital Management
24
Victory Capital Management
Texas
$9.94M +$2.73M +55,062 +51%
Morgan Stanley
25
Morgan Stanley
New York
$9.91M -$4.71M -94,836 -37%
1
2 3 4 5

SFBS Hedge Fund Activity: Q1 2021 in Review

192 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2021, worth a combined $1.94B — up 61% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SFBS positions and 14 closed out — a net gain of 15 holders — while 58 added to existing stakes and 76 trimmed.

The largest buyer was Jarislowsky, Fraser Ltd, opening a new position worth an estimated $33.9M. The largest seller was Principal Financial Group, cutting an estimated $22.3M.

  • 192 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2021, up from 178 in Q4 2020.
  • Funds reported $1.94B of ServisFirst Bancshares stock for Q1 2021, up 61% quarter-over-quarter.
  • 29 funds opened new ServisFirst Bancshares positions in Q1 2021 and 14 closed out, a net change of +15 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $33.9M added.
  • The largest ServisFirst Bancshares seller in Q1 2021 was Principal Financial Group, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2021.