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SFBS

ServisFirst Bancshares

229 hedge funds and large institutions have $2.88B invested in ServisFirst Bancshares in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

11% more capital invested

Capital invested by funds: $2.6B → $2.88B (+$278M)

7% more funds holding

Funds holding: 215229 (+14)

0.72% more ownership

Funds ownership: 61.91%62.63% (+0.72%)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
79
Reduced
80
Closed
17
Calls
$654K
Puts
Net Calls
+$654K
Net Calls Change
+$825K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$631M +$13.5M +166,071 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$441M -$420K -5,154 -0.1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$211M +$37.5M +460,493 +23%
State Street
4
State Street
Massachusetts
$152M +$85.4K +1,047 +0.1%
WG
5
Welch Group
Alabama
$121M +$3.89M +47,700 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$110M -$2.31M -28,348 -2%
DAM
7
Davis Asset Management
California
$91M
Principal Financial Group
8
Principal Financial Group
Iowa
$90.3M -$2.97M -36,412 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$79.1M -$2.06M -25,279 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71.4M +$1.18M +14,494 +2%
WA
11
Wasatch Advisors
Utah
$53.6M -$17.1M -209,680 -25%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$51.2M -$1.59M -19,490 -3%
Northern Trust
13
Northern Trust
Illinois
$47.1M -$528K -6,475 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$46.5M -$6.59M -80,811 -13%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$42.8M -$9.57M -117,402 -19%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$34.4M +$19.4K +238 +0.1%
Norges Bank
17
Norges Bank
Norway
$33.3M +$287K +3,523 +0.9%
Charles Schwab
18
Charles Schwab
California
$33.1M +$1.46M +17,879 +5%
Invesco
19
Invesco
Georgia
$24.2M -$254K -3,115 -1%
BFA
20
Bragg Financial Advisors
North Carolina
$24.1M
Morgan Stanley
21
Morgan Stanley
New York
$19.6M +$1.87M +22,908 +11%
Ameriprise
22
Ameriprise
Minnesota
$17.6M +$265K +3,247 +2%
RJA
23
Raymond James & Associates
Florida
$15.6M -$641K -7,863 -4%
PPA
24
Parametric Portfolio Associates
Washington
$14.5M +$81.6K +1,001 +0.6%
Wells Fargo
25
Wells Fargo
California
$13.5M -$103K -1,259 -0.8%

SFBS Hedge Fund Activity: Q4 2021 in Review

229 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2021, worth a combined $2.88B — up 11% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SFBS positions and 17 closed out — a net gain of 16 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $37.5M. The largest seller was Wasatch Advisors, cutting an estimated $17.1M.

  • 229 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $2.88B of ServisFirst Bancshares stock for Q4 2021, up 11% quarter-over-quarter.
  • 33 funds opened new ServisFirst Bancshares positions in Q4 2021 and 17 closed out, a net change of +16 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $37.5M added.
  • The largest ServisFirst Bancshares seller in Q4 2021 was Wasatch Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.