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SFBS

ServisFirst Bancshares

251 hedge funds and large institutions have $2.54B invested in ServisFirst Bancshares in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,027% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $153K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

30% more capital invested

Capital invested by funds: $1.95B → $2.54B (+$591M)

5% more funds holding

Funds holding: 240251 (+11)

1.37% more ownership

Funds ownership: 68.68%70.04% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 96

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
74
Reduced
96
Closed
25
Calls
$1.73M
Puts
$153K
Net Calls
+$1.57M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$522M +$17.2M +318,955 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M +$2.59M +47,885 +0.9%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$217M -$10M -185,244 -5%
State Street
4
State Street
Massachusetts
$156M +$11.1M +204,888 +10%
JP Morgan Chase
5
JP Morgan Chase
New York
$101M -$3.32M -61,336 -4%
WG
6
Welch Group
Alabama
$86.6M -$134K -2,484 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$84.1M +$37.7M +697,062 +123%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$75.7M +$2.57M +47,457 +4%
CIP
9
Champlain Investment Partners
Vermont
$71.6M +$4.59M +84,883 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$70.7M +$2.64M +48,820 +5%
Principal Financial Group
11
Principal Financial Group
Iowa
$60.8M -$1.73M -32,068 -3%
WA
12
Wasatch Advisors
Utah
$55.8M +$2.21M +40,866 +5%
DAM
13
Davis Asset Management
California
$54.9M -$4.32M -80,000 -9%
Northern Trust
14
Northern Trust
Illinois
$41.3M +$637K +11,784 +2%
Norges Bank
15
Norges Bank
Norway
$36.1M +$1.19M +22,087 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$32.3M -$870K -16,090 -3%
BFA
17
Bragg Financial Advisors
North Carolina
$27.2M +$75K +1,387 +0.3%
Charles Schwab
18
Charles Schwab
California
$26.9M +$797K +14,739 +4%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$26M +$3.06M +56,626 +17%
Wells Fargo
20
Wells Fargo
California
$22M -$2.12M -39,224 -11%
JFL
21
Jarislowsky, Fraser Ltd
Quebec, Canada
$17.6M -$377K -6,981 -3%
American Century Companies
22
American Century Companies
Missouri
$14.6M +$2.91M +53,841 +33%
RJA
23
Raymond James & Associates
Florida
$12.3M -$214K -3,958 -2%
WA
24
Waverly Advisors
Alabama
$10.3M -$64.7K -1,197 -0.8%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$10.1M +$184K +3,397 +2%

SFBS Hedge Fund Activity: Q4 2023 in Review

251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2023, worth a combined $2.54B — up 30% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SFBS positions and 25 closed out — a net gain of 14 holders — while 74 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.7M. The largest seller was Millennium Management, cutting an estimated $10.3M.

  • 251 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2023, up from 240 in Q3 2023.
  • Funds reported $2.54B of ServisFirst Bancshares stock for Q4 2023, up 30% quarter-over-quarter.
  • 39 funds opened new ServisFirst Bancshares positions in Q4 2023 and 25 closed out, a net change of +14 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $37.7M added.
  • The largest ServisFirst Bancshares seller in Q4 2023 was Millennium Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2023.