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SFBS

ServisFirst Bancshares

252 hedge funds and large institutions have $2.35B invested in ServisFirst Bancshares in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% more ownership

Funds ownership: 64.2%64.94% (+0.74%)

5% less funds holding

Funds holding: 264252 (-12)

16% less capital invested

Capital invested by funds: $2.79B → $2.35B (-$435M)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 107

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

31% less call options, than puts

Call options by funds: $138K | Put options by funds: $200K

Holders
252
Holders Change
-12
Holders Change %
-4.55%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
22
Increased
84
Reduced
107
Closed
31
Calls
$138K
Puts
$200K
Net Calls
-$62K
Net Calls Change
-$870K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$524M +$9.66M +129,303 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M +$5.62M +75,280 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$193M -$20.9M -279,975 -9%
State Street
4
State Street
Massachusetts
$132M -$1.82M -24,431 -1%
WG
5
Welch Group
Alabama
$92.4M -$61K -817 -0.1%
JP Morgan Chase
6
JP Morgan Chase
New York
$90.3M +$14.4M +193,042 +17%
DAM
7
Davis Asset Management
California
$68.9M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$60.7M +$2.48M +33,265 +4%
Principal Financial Group
9
Principal Financial Group
Iowa
$54.3M -$2.07M -27,652 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$49.5M -$1.16M -15,568 -2%
WA
11
Wasatch Advisors
Utah
$47.9M +$2.57M +34,351 +5%
Northern Trust
12
Northern Trust
Illinois
$41.1M +$629K +8,416 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$35.2M +$1.96M +26,271 +5%
Morgan Stanley
14
Morgan Stanley
New York
$33.9M +$10.4M +139,234 +40%
Norges Bank
15
Norges Bank
Norway
$31.1M +$328K +4,390 +1%
Charles Schwab
16
Charles Schwab
California
$26.7M +$595K +7,969 +2%
BFA
17
Bragg Financial Advisors
North Carolina
$21.6M +$29.4K +393 +0.1%
JFL
18
Jarislowsky, Fraser Ltd
Quebec, Canada
$19.6M -$1.31M -17,474 -6%
Wells Fargo
19
Wells Fargo
California
$19.1M -$2.14M -28,589 -9%
Invesco
20
Invesco
Georgia
$14.1M -$1.66M -22,210 -10%
Ameriprise
21
Ameriprise
Minnesota
$13M -$633K -8,471 -4%
N
22
Nuveen
North Carolina
$11.4M +$735K +9,842 +6%
RJA
23
Raymond James & Associates
Florida
$11.4M +$245K +3,276 +2%
Millennium Management
24
Millennium Management
New York
$10.9M +$8.26M +110,602 +231%
Victory Capital Management
25
Victory Capital Management
Texas
$10.9M +$1.27M +17,012 +12%

SFBS Hedge Fund Activity: Q4 2022 in Review

252 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2022, worth a combined $2.35B — down 16% from $2.79B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SFBS and 22 opened new positions — a net loss of 9 holders — while 107 trimmed existing stakes and 84 added.

The largest buyer was JP Morgan Chase, adding an estimated $14.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.9M.

  • 252 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2022, down from 264 in Q3 2022.
  • Funds reported $2.35B of ServisFirst Bancshares stock for Q4 2022, down 16% quarter-over-quarter.
  • 22 funds opened new ServisFirst Bancshares positions in Q4 2022 and 31 closed out, a net change of -9 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2022 was JP Morgan Chase, an estimated $14.4M added.
  • The largest ServisFirst Bancshares seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2022.