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SFBS

ServisFirst Bancshares

224 hedge funds and large institutions have $1.55B invested in ServisFirst Bancshares in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 75

2.06% more ownership

Funds ownership: 67.34%69.4% (+2.1%)

6% less funds holding

Funds holding: 239224 (-15)

10% less call options, than puts

Call options by funds: $368K | Put options by funds: $409K

23% less capital invested

Capital invested by funds: $2B → $1.55B (-$455M)

41% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 37

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
224
Holders Change
-15
Holders Change %
-6.28%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
96
Reduced
75
Closed
37
Calls
$368K
Puts
$409K
Net Calls
-$41K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$315M +$8.52M +184,398 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M +$843K +18,249 +0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$151M +$192K +4,149 +0.1%
State Street
4
State Street
Massachusetts
$96.9M +$10.8M +233,917 +11%
JP Morgan Chase
5
JP Morgan Chase
New York
$67M +$2.2M +47,714 +3%
WG
6
Welch Group
Alabama
$53.2M -$1.28M -27,704 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.3M -$3.27M -70,760 -6%
Principal Financial Group
8
Principal Financial Group
Iowa
$40.1M +$3.62M +78,272 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$39.9M +$2.39M +51,707 +6%
DAM
10
Davis Asset Management
California
$37M
CIP
11
Champlain Investment Partners
Vermont
$36.9M +$4.3M +93,160 +12%
Northern Trust
12
Northern Trust
Illinois
$24.8M +$158K +3,421 +0.6%
WA
13
Wasatch Advisors
Utah
$23.8M -$2.78M -60,243 -9%
Morgan Stanley
14
Morgan Stanley
New York
$22.8M +$2.76M +59,843 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20.9M +$75K +1,623 +0.3%
Norges Bank
16
Norges Bank
Norway
$20.9M +$612K +13,253 +3%
Charles Schwab
17
Charles Schwab
California
$16.1M +$354K +7,672 +2%
Wells Fargo
18
Wells Fargo
California
$15.7M -$97.4K -2,108 -0.5%
BFA
19
Bragg Financial Advisors
North Carolina
$14.7M +$2.19M +47,313 +15%
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.1M -$279K -6,033 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$9.71M +$2.54M +55,087 +30%
Millennium Management
22
Millennium Management
New York
$9.03M +$9.37M +202,933 +1,143%
Goldman Sachs
23
Goldman Sachs
New York
$8.15M +$4.09M +88,443 +80%
Ameriprise
24
Ameriprise
Minnesota
$7.2M -$313K -6,774 -4%
RJA
25
Raymond James & Associates
Florida
$6.87M -$64.7K -1,400 -0.8%

SFBS Hedge Fund Activity: Q2 2023 in Review

224 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2023, worth a combined $1.55B — down 23% from $2B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SFBS and 22 opened new positions — a net loss of 15 holders — while 75 trimmed existing stakes and 96 added.

The largest buyer was State Street, adding an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $14.4M.

  • 224 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2023, down from 239 in Q1 2023.
  • Funds reported $1.55B of ServisFirst Bancshares stock for Q2 2023, down 23% quarter-over-quarter.
  • 22 funds opened new ServisFirst Bancshares positions in Q2 2023 and 37 closed out, a net change of -15 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2023 was State Street, an estimated $10.8M added.
  • The largest ServisFirst Bancshares seller in Q2 2023 was Fidelity Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2023.