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SFBS

ServisFirst Bancshares

250 hedge funds and large institutions have $3.37B invested in ServisFirst Bancshares in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $2.88B → $3.37B (+$488M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 229250 (+21)

2.52% more ownership

Funds ownership: 62.63%65.15% (+2.5%)

5% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 86

Holders
250
Holders Change
+21
Holders Change %
+9.17%
% of All Funds
3.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
37
Increased
82
Reduced
86
Closed
16
Calls
$2.71M
Puts
Net Calls
+$2.71M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$708M +$273K +3,131 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$499M +$3.5M +40,095 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$331M +$86.1M +985,718 +40%
State Street
4
State Street
Massachusetts
$182M +$10.6M +121,916 +7%
WG
5
Welch Group
Alabama
$131M -$4.28M -49,006 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$125M +$1.47M +16,873 +1%
DAM
7
Davis Asset Management
California
$95.3M -$6.26M -71,682 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$88.7M -$126K -1,444 -0.2%
Principal Financial Group
9
Principal Financial Group
Iowa
$83.9M -$16.9M -193,843 -18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$80.7M +$498K +5,706 +0.7%
JP Morgan Chase
11
JP Morgan Chase
New York
$69.1M +$15.5M +177,656 +32%
WA
12
Wasatch Advisors
Utah
$58.2M -$1.78M -20,326 -3%
Northern Trust
13
Northern Trust
Illinois
$51M -$1.64M -18,833 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$46.9M -$1.03M -11,792 -2%
JFL
15
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.5M -$16.4M -188,162 -31%
Norges Bank
16
Norges Bank
Norway
$38.7M +$1.28M +14,705 +4%
Wells Fargo
17
Wells Fargo
California
$34.6M +$17.8M +203,836 +128%
Charles Schwab
18
Charles Schwab
California
$34.1M -$2.83M -32,435 -8%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$30.9M -$7M -80,155 -20%
BFA
20
Bragg Financial Advisors
North Carolina
$29.6M +$42.3K +484 +0.2%
Invesco
21
Invesco
Georgia
$27.2M +$68.5K +784 +0.3%
Morgan Stanley
22
Morgan Stanley
New York
$22.4M +$452K +5,175 +2%
Ameriprise
23
Ameriprise
Minnesota
$19.6M -$72.7K -832 -0.4%
PPA
24
Parametric Portfolio Associates
Washington
$16.9M +$602K +6,892 +4%
RJA
25
Raymond James & Associates
Florida
$15.6M -$1.76M -20,115 -11%

SFBS Hedge Fund Activity: Q1 2022 in Review

250 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2022, worth a combined $3.37B — up 17% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SFBS positions and 16 closed out — a net gain of 21 holders — while 82 added to existing stakes and 86 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $86.1M. The largest seller was Principal Financial Group, cutting an estimated $16.9M.

  • 250 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2022, up from 229 in Q4 2021.
  • Funds reported $3.37B of ServisFirst Bancshares stock for Q1 2022, up 17% quarter-over-quarter.
  • 37 funds opened new ServisFirst Bancshares positions in Q1 2022 and 16 closed out, a net change of +21 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $86.1M added.
  • The largest ServisFirst Bancshares seller in Q1 2022 was Principal Financial Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2022.