We are live on ! Find out more
SFBS

ServisFirst Bancshares

260 hedge funds and large institutions have $2.45B invested in ServisFirst Bancshares in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $872K | Put options by funds: $379K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

3% more funds holding

Funds holding: 253260 (+7)

1.61% more ownership

Funds ownership: 69.5%71.11% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.51B → $2.45B (-$63.2M)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
96
Reduced
80
Closed
23
Calls
$872K
Puts
$379K
Net Calls
+$493K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$486M -$3.74M -60,632 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$356M -$4.33M -70,135 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$183M -$20.1M -325,409 -10%
State Street
4
State Street
Massachusetts
$146M +$3.46M +56,086 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$97.9M +$2.53M +40,930 +3%
CIP
6
Champlain Investment Partners
Vermont
$89.8M -$1.11M -17,920 -1%
WG
7
Welch Group
Alabama
$79.3M -$1.16M -18,773 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$77.8M +$2.24M +36,302 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$71.7M +$2.29M +37,162 +3%
SIG
10
Stonegate Investment Group
Alabama
$60.2M +$55.6M +901,076 +1,732%
Principal Financial Group
11
Principal Financial Group
Iowa
$58.7M +$2.66M +43,125 +5%
DAM
12
Davis Asset Management
California
$52M
WA
13
Wasatch Advisors
Utah
$39.5M -$6.48M -105,005 -14%
Northern Trust
14
Northern Trust
Illinois
$37.7M -$655K -10,617 -2%
Morgan Stanley
15
Morgan Stanley
New York
$37.3M -$1.05M -17,002 -3%
Norges Bank
16
Norges Bank
Norway
$33.1M +$469K +7,601 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$29.9M +$460K +7,450 +2%
Charles Schwab
18
Charles Schwab
California
$28.3M +$1.87M +30,237 +7%
BFA
19
Bragg Financial Advisors
North Carolina
$25.9M +$56K +907 +0.2%
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.8M -$404K -6,543 -2%
Wells Fargo
21
Wells Fargo
California
$23.5M +$642K +10,396 +3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$20.2M -$373K -6,036 -2%
RJA
23
Raymond James & Associates
Florida
$12.8M +$920K +14,908 +8%
American Century Companies
24
American Century Companies
Missouri
$12.4M -$1.44M -23,330 -11%
Goldman Sachs
25
Goldman Sachs
New York
$10.3M +$2.02M +32,781 +25%

SFBS Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2024, worth a combined $2.45B — down 2.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SFBS positions and 23 closed out — a net gain of 12 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Stonegate Investment Group, adding an estimated $55.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.1M.

  • 260 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2024, up from 253 in Q1 2024.
  • Funds reported $2.45B of ServisFirst Bancshares stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 35 funds opened new ServisFirst Bancshares positions in Q2 2024 and 23 closed out, a net change of +12 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2024 was Stonegate Investment Group, an estimated $55.6M added.
  • The largest ServisFirst Bancshares seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2024.