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SFBS

ServisFirst Bancshares

264 hedge funds and large institutions have $2.79B invested in ServisFirst Bancshares in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

10% more funds holding

Funds holding: 240264 (+24)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $2.76B → $2.79B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.3% less ownership

Funds ownership: 64.5%64.2% (-0.3%)

Holders
264
Holders Change
+24
Holders Change %
+10%
% of All Funds
4.55%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
32
Increased
94
Reduced
93
Closed
7
Calls
$808K
Puts
Net Calls
+$808K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$598M +$7.44M +88,214 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$425M +$4.65M +55,172 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$246M -$6.85M -81,207 -3%
State Street
4
State Street
Massachusetts
$156M -$17.5M -206,872 -10%
WG
5
Welch Group
Alabama
$107M -$3.84M -45,477 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$90.1M -$7.38M -87,512 -7%
JP Morgan Chase
7
JP Morgan Chase
New York
$89.4M -$6.57M -77,836 -7%
DAM
8
Davis Asset Management
California
$80M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$67.8M +$1.09M +12,939 +2%
Principal Financial Group
10
Principal Financial Group
Iowa
$65.3M -$956K -11,334 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$58.7M +$1.61M +19,124 +3%
WA
12
Wasatch Advisors
Utah
$52.8M +$4.21M +49,946 +8%
Northern Trust
13
Northern Trust
Illinois
$47.1M +$5.17M +61,287 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$38.7M +$1.18M +14,030 +3%
Norges Bank
15
Norges Bank
Norway
$35.8M +$1.4M +16,645 +4%
Charles Schwab
16
Charles Schwab
California
$30.3M +$2.53M +29,948 +9%
Morgan Stanley
17
Morgan Stanley
New York
$28.2M -$18.5K -219 -0.1%
BFA
18
Bragg Financial Advisors
North Carolina
$25M -$49.8K -590 -0.2%
Wells Fargo
19
Wells Fargo
California
$24.4M +$159K +1,888 +0.6%
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.2M +$511K +6,059 +2%
Invesco
21
Invesco
Georgia
$18.2M -$3.34M -39,536 -15%
Ameriprise
22
Ameriprise
Minnesota
$15.8M -$500K -5,928 -3%
RJA
23
Raymond James & Associates
Florida
$13M +$520K +6,167 +4%
N
24
Nuveen
North Carolina
$12.5M -$177K -2,093 -1%
EVM
25
Eaton Vance Management
Massachusetts
$11.4M -$6.33K -75 -0.1%

SFBS Hedge Fund Activity: Q3 2022 in Review

264 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2022, worth a combined $2.79B — up 0.9% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFBS positions and 7 closed out — a net gain of 25 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $7.44M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $23M.

  • 264 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2022, up from 240 in Q2 2022.
  • Funds reported $2.79B of ServisFirst Bancshares stock for Q3 2022, up 0.9% quarter-over-quarter.
  • 32 funds opened new ServisFirst Bancshares positions in Q3 2022 and 7 closed out, a net change of +25 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2022 was BlackRock, an estimated $7.44M added.
  • The largest ServisFirst Bancshares seller in Q3 2022 was CAPTRUST Financial Advisors, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2022.