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SFBS

ServisFirst Bancshares

240 hedge funds and large institutions have $2.76B invested in ServisFirst Bancshares in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

534% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $193K

0.65% less ownership

Funds ownership: 65.15%64.5% (-0.65%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

4% less funds holding

Funds holding: 250240 (-10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 97

18% less capital invested

Capital invested by funds: $3.37B → $2.76B (-$603M)

Holders
240
Holders Change
-10
Holders Change %
-4%
% of All Funds
4.04%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
21
Increased
81
Reduced
97
Closed
23
Calls
$1.22M
Puts
$193K
Net Calls
+$1.03M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$583M -$3.04M -37,347 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$415M +$2.25M +27,658 +0.5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$250M -$25.1M -307,968 -9%
State Street
4
State Street
Massachusetts
$170M +$20M +245,142 +13%
WG
5
Welch Group
Alabama
$109M +$1.19M +14,668 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$95.8M -$8.14M -100,002 -8%
JP Morgan Chase
7
JP Morgan Chase
New York
$94.3M +$38.3M +470,098 +65%
DAM
8
Davis Asset Management
California
$78.9M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$65.9M -$973K -11,954 -1%
Principal Financial Group
10
Principal Financial Group
Iowa
$65.3M -$4.3M -52,824 -6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$56.4M -$17.5M -215,238 -23%
WA
12
Wasatch Advisors
Utah
$48.2M -$75.7K -930 -0.2%
Northern Trust
13
Northern Trust
Illinois
$41.6M -$681K -8,358 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.1M -$1.78M -21,840 -4%
Norges Bank
15
Norges Bank
Norway
$34M +$1.96M +24,044 +6%
Morgan Stanley
16
Morgan Stanley
New York
$27.8M +$9.52M +116,971 +50%
Charles Schwab
17
Charles Schwab
California
$27.5M -$673K -8,265 -2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$25.6M -$83.8K -1,029 -0.3%
BFA
19
Bragg Financial Advisors
North Carolina
$24.8M +$239K +2,932 +0.9%
Wells Fargo
20
Wells Fargo
California
$24M -$4.84M -59,397 -16%
JFL
21
Jarislowsky, Fraser Ltd
Quebec, Canada
$23.4M -$9.61M -117,957 -28%
Invesco
22
Invesco
Georgia
$21.1M -$1.55M -19,011 -7%
Ameriprise
23
Ameriprise
Minnesota
$16M -$258K -3,163 -2%
N
24
Nuveen
North Carolina
$12.5M +$327K +4,016 +3%
RJA
25
Raymond James & Associates
Florida
$12.4M -$548K -6,730 -4%

SFBS Hedge Fund Activity: Q2 2022 in Review

240 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2022, worth a combined $2.76B — down 18% from $3.37B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SFBS and 21 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $38.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $25.1M.

  • 240 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2022, down from 250 in Q1 2022.
  • Funds reported $2.76B of ServisFirst Bancshares stock for Q2 2022, down 18% quarter-over-quarter.
  • 21 funds opened new ServisFirst Bancshares positions in Q2 2022 and 23 closed out, a net change of -2 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2022 was JP Morgan Chase, an estimated $38.3M added.
  • The largest ServisFirst Bancshares seller in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q2 2022.