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SFBS

ServisFirst Bancshares

202 hedge funds and large institutions have $2.24B invested in ServisFirst Bancshares in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

90% more call options, than puts

Call options by funds: $517K | Put options by funds: $272K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $1.94B → $2.24B (+$293M)

5% more funds holding

Funds holding: 192202 (+10)

2.21% more ownership

Funds ownership: 58.59%60.8% (+2.2%)

4% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 73

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
70
Reduced
73
Closed
11
Calls
$517K
Puts
$272K
Net Calls
+$245K
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$493M -$13.6M -206,109 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$351M +$3.84M +58,086 +1%
State Street
3
State Street
Massachusetts
$131M +$16.8M +254,359 +15%
WG
4
Welch Group
Alabama
$97.4M -$3.52M -53,269 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$89.7M -$1.8M -27,154 -2%
Principal Financial Group
6
Principal Financial Group
Iowa
$89.5M -$3.14M -47,462 -3%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$76.2M +$60.2M +911,051 +433%
DAM
8
Davis Asset Management
California
$72.9M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$67.1M +$27.4M +415,018 +72%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$54.3M -$1.95M -29,528 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$50.5M -$10.7M -161,147 -18%
WA
12
Wasatch Advisors
Utah
$48.9M +$23.6M +356,770 +98%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$46.9M +$542K +8,197 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$39.8M -$717K -10,849 -2%
Northern Trust
15
Northern Trust
Illinois
$39.5M -$125K -1,897 -0.3%
Norges Bank
16
Norges Bank
Norway
$28.7M +$475K +7,187 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$27.5M +$13.1K +198 +0%
Charles Schwab
18
Charles Schwab
California
$23.7M -$220K -3,320 -0.9%
BFA
19
Bragg Financial Advisors
North Carolina
$21.6M +$61.8K +935 +0.3%
Morgan Stanley
20
Morgan Stanley
New York
$14.7M +$3.58M +54,092 +33%
Ameriprise
21
Ameriprise
Minnesota
$13.9M -$402K -6,078 -3%
RJA
22
Raymond James & Associates
Florida
$13.8M +$1.68M +25,461 +14%
N
23
Nuveen
North Carolina
$12.2M -$1.55M -23,394 -12%
WCM Investment Management
24
WCM Investment Management
California
$11.7M +$738K +11,163 +7%
PPA
25
Parametric Portfolio Associates
Washington
$10.7M +$584K +8,827 +6%

SFBS Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2021, worth a combined $2.24B — up 15% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SFBS positions and 11 closed out — a net gain of 11 holders — while 70 added to existing stakes and 73 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $60.2M. The largest seller was BlackRock, cutting an estimated $13.6M.

  • 202 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2021, up from 192 in Q1 2021.
  • Funds reported $2.24B of ServisFirst Bancshares stock for Q2 2021, up 15% quarter-over-quarter.
  • 22 funds opened new ServisFirst Bancshares positions in Q2 2021 and 11 closed out, a net change of +11 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $60.2M added.
  • The largest ServisFirst Bancshares seller in Q2 2021 was BlackRock, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2021.