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SFBS

ServisFirst Bancshares

281 hedge funds and large institutions have $3.16B invested in ServisFirst Bancshares in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 97 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $265K

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more capital invested

Capital invested by funds: $2.45B → $3.16B (+$714M)

8% more funds holding

Funds holding: 260281 (+21)

1% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 96

0.99% more ownership

Funds ownership: 71.11%72.09% (+0.99%)

Holders
281
Holders Change
+21
Holders Change %
+8.08%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
97
Reduced
96
Closed
20
Calls
$2.29M
Puts
$265K
Net Calls
+$2.02M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$634M +$14.3M +187,479 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M +$4.49M +59,056 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$216M -$16.3M -214,772 -7%
State Street
4
State Street
Massachusetts
$191M +$4.62M +60,683 +3%
CIP
5
Champlain Investment Partners
Vermont
$111M -$3.08M -40,478 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$93.5M -$5.18M -68,112 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$93.1M +$1.79M +23,555 +2%
WG
8
Welch Group
Alabama
$91.7M -$8.85M -116,259 -9%
Principal Financial Group
9
Principal Financial Group
Iowa
$83.5M +$8.22M +108,088 +12%
JP Morgan Chase
10
JP Morgan Chase
New York
$68.8M -$52.8M -693,513 -45%
SIG
11
Stonegate Investment Group
Alabama
$67.2M -$9M -118,258 -12%
DAM
12
Davis Asset Management
California
$66.3M
WA
13
Wasatch Advisors
Utah
$57M +$6.38M +83,804 +13%
Morgan Stanley
14
Morgan Stanley
New York
$53.6M +$5.74M +75,396 +13%
Northern Trust
15
Northern Trust
Illinois
$47.7M -$218K -2,867 -0.5%
Norges Bank
16
Norges Bank
Norway
$43.2M +$963K +12,661 +2%
Charles Schwab
17
Charles Schwab
California
$39.6M +$3.34M +43,844 +10%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$37.8M +$35.8M +470,466 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$34.4M -$3.43M -45,104 -10%
Victory Capital Management
20
Victory Capital Management
Texas
$33.4M +$30.5M +400,694 +2,704%
BFA
21
Bragg Financial Advisors
North Carolina
$33M +$20.5K +269 +0.1%
Goldman Sachs
22
Goldman Sachs
New York
$31.8M +$17.8M +233,301 +144%
JFL
23
Jarislowsky, Fraser Ltd
Quebec, Canada
$30.6M -$870K -11,433 -3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$30.3M +$4.35M +57,118 +18%
Wells Fargo
25
Wells Fargo
California
$29.7M -$230K -3,018 -0.8%

SFBS Hedge Fund Activity: Q3 2024 in Review

281 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2024, worth a combined $3.16B — up 29% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SFBS positions and 20 closed out — a net gain of 23 holders — while 97 added to existing stakes and 96 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $35.8M. The largest seller was JP Morgan Chase, cutting an estimated $52.8M.

  • 281 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.16B of ServisFirst Bancshares stock for Q3 2024, up 29% quarter-over-quarter.
  • 43 funds opened new ServisFirst Bancshares positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $35.8M added.
  • The largest ServisFirst Bancshares seller in Q3 2024 was JP Morgan Chase, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2024.