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SFBS

ServisFirst Bancshares

239 hedge funds and large institutions have $2B invested in ServisFirst Bancshares in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

2.41% more ownership

Funds ownership: 64.94%67.34% (+2.4%)

7% less call options, than puts

Call options by funds: $284K | Put options by funds: $305K

5% less funds holding

Funds holding: 252239 (-13)

15% less capital invested

Capital invested by funds: $2.35B → $2B (-$351M)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
27
Increased
98
Reduced
81
Closed
39
Calls
$284K
Puts
$305K
Net Calls
-$21K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$410M -$6.44M -96,040 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M +$1.8M +26,864 +0.5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$201M +$58.7M +876,295 +31%
State Street
4
State Street
Massachusetts
$116M +$13.6M +203,561 +11%
JP Morgan Chase
5
JP Morgan Chase
New York
$86.8M +$18.7M +278,471 +21%
WG
6
Welch Group
Alabama
$72.5M -$867K -12,940 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$62.9M +$1.13M +16,842 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$50.4M +$2.87M +42,840 +5%
DAM
9
Davis Asset Management
California
$49.4M -$6.46M -96,438 -10%
Principal Financial Group
10
Principal Financial Group
Iowa
$49.2M +$7.57M +113,013 +14%
CIP
11
Champlain Investment Partners
Vermont
$44.1M +$54.2M +807,920 New
WA
12
Wasatch Advisors
Utah
$35.1M -$3.54M -52,820 -8%
Northern Trust
13
Northern Trust
Illinois
$32.9M +$367K +5,475 +0.9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$27.8M -$56.7K -846 -0.2%
Norges Bank
15
Norges Bank
Norway
$27.2M +$3.08M +46,004 +10%
Morgan Stanley
16
Morgan Stanley
New York
$27.2M +$410K +6,117 +1%
Charles Schwab
17
Charles Schwab
California
$21.1M -$77.2K -1,152 -0.3%
Wells Fargo
18
Wells Fargo
California
$21M +$7.22M +107,732 +39%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$17.2M -$27M -402,966 -56%
BFA
20
Bragg Financial Advisors
North Carolina
$17.1M -$21K -314 -0.1%
JFL
21
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M -$522K -7,791 -3%
N
22
Nuveen
North Carolina
$10.2M +$1.37M +20,409 +12%
Ameriprise
23
Ameriprise
Minnesota
$9.99M -$390K -5,816 -3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$9.96M +$3.83M +57,112 +46%
RJA
25
Raymond James & Associates
Florida
$9.24M +$210K +3,129 +2%

SFBS Hedge Fund Activity: Q1 2023 in Review

239 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2023, worth a combined $2B — down 15% from $2.35B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SFBS and 27 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 98 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $58.7M. The largest seller was Fidelity Investments, cutting an estimated $27M.

  • 239 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2023, down from 252 in Q4 2022.
  • Funds reported $2B of ServisFirst Bancshares stock for Q1 2023, down 15% quarter-over-quarter.
  • 27 funds opened new ServisFirst Bancshares positions in Q1 2023 and 39 closed out, a net change of -12 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $58.7M added.
  • The largest ServisFirst Bancshares seller in Q1 2023 was Fidelity Investments, an estimated $27M sold.

Based on aggregated 13F filings for Q1 2023.