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SFBS

ServisFirst Bancshares

215 hedge funds and large institutions have $2.6B invested in ServisFirst Bancshares in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $2.24B → $2.6B (+$364M)

6% more funds holding

Funds holding: 202215 (+13)

1.1% more ownership

Funds ownership: 60.8%61.91% (+1.1%)

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

55% less call options, than puts

Call options by funds: $140K | Put options by funds: $311K

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
64
Reduced
84
Closed
15
Calls
$140K
Puts
$311K
Net Calls
-$171K
Net Calls Change
-$416K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$565M +$376K +5,260 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$404M +$2.77M +38,741 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$157M +$64.6M +902,170 +80%
State Street
4
State Street
Massachusetts
$139M -$9.9M -138,305 -7%
WG
5
Welch Group
Alabama
$107M -$4.25M -59,435 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$103M +$381K +5,318 +0.4%
Principal Financial Group
7
Principal Financial Group
Iowa
$86.4M -$14.8M -206,712 -16%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$74.5M -$2.19M -30,600 -3%
DAM
9
Davis Asset Management
California
$72.9M
WA
10
Wasatch Advisors
Utah
$65.4M +$8.7M +121,602 +17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$64.3M +$1.95M +27,234 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
$48.9M -$8.22M -114,816 -15%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$48.4M -$4.9M -68,510 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$48.3M +$2.58M +36,077 +6%
Northern Trust
15
Northern Trust
Illinois
$43.6M -$1.46M -20,406 -4%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$31.5M +$13.8K +193 +0%
Norges Bank
17
Norges Bank
Norway
$30.2M -$2.47M -34,454 -8%
Charles Schwab
18
Charles Schwab
California
$28.9M +$1.63M +22,754 +7%
BFA
19
Bragg Financial Advisors
North Carolina
$24.1M -$562K -7,846 -2%
Invesco
20
Invesco
Georgia
$22.4M +$11M +153,336 +114%
Morgan Stanley
21
Morgan Stanley
New York
$16.1M -$593K -8,284 -4%
Ameriprise
22
Ameriprise
Minnesota
$15.8M -$60K -839 -0.4%
RJA
23
Raymond James & Associates
Florida
$14.9M -$822K -11,489 -6%
WCM Investment Management
24
WCM Investment Management
California
$13.4M +$79.2K +1,107 +0.6%
PPA
25
Parametric Portfolio Associates
Washington
$13.2M +$803K +11,219 +7%

SFBS Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2021, worth a combined $2.6B — up 16% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SFBS positions and 15 closed out — a net gain of 15 holders — while 64 added to existing stakes and 84 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $64.6M. The largest seller was Principal Financial Group, cutting an estimated $14.8M.

  • 215 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $2.6B of ServisFirst Bancshares stock for Q3 2021, up 16% quarter-over-quarter.
  • 30 funds opened new ServisFirst Bancshares positions in Q3 2021 and 15 closed out, a net change of +15 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $64.6M added.
  • The largest ServisFirst Bancshares seller in Q3 2021 was Principal Financial Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2021.