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SFBS

ServisFirst Bancshares

291 hedge funds and large institutions have $3.39B invested in ServisFirst Bancshares in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,929% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $34K

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more capital invested

Capital invested by funds: $3.16B → $3.39B (+$230M)

4% more funds holding

Funds holding: 281291 (+10)

1.28% more ownership

Funds ownership: 72.09%73.38% (+1.3%)

4% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 106

Holders
291
Holders Change
+10
Holders Change %
+3.56%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
102
Reduced
106
Closed
24
Calls
$2.05M
Puts
$34K
Net Calls
+$2.02M
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$671M +$3.73M +42,060 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$484M +$2.3M +25,956 +0.5%
State Street
3
State Street
Massachusetts
$224M +$24.1M +271,171 +11%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$210M -$18M -202,332 -8%
CIP
5
Champlain Investment Partners
Vermont
$111M -$6M -67,568 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$97.5M -$636K -7,159 -0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$97.4M -$1.21M -13,662 -1%
Principal Financial Group
8
Principal Financial Group
Iowa
$89.3M +$1.41M +15,916 +2%
WG
9
Welch Group
Alabama
$88.7M -$9.2M -103,615 -9%
SIG
10
Stonegate Investment Group
Alabama
$80.3M +$9.99M +112,521 +13%
Victory Capital Management
11
Victory Capital Management
Texas
$72.7M +$39.3M +442,225 +106%
JP Morgan Chase
12
JP Morgan Chase
New York
$72.5M +$33.1K +373 +0%
DAM
13
Davis Asset Management
California
$64.7M -$5.33M -60,000 -7%
Morgan Stanley
14
Morgan Stanley
New York
$58.1M +$1.72M +19,362 +3%
WA
15
Wasatch Advisors
Utah
$53.6M -$6.69M -75,296 -11%
Northern Trust
16
Northern Trust
Illinois
$53.6M +$3.46M +38,916 +7%
Norges Bank
17
Norges Bank
Norway
$47.5M +$2.07M +23,300 +4%
Charles Schwab
18
Charles Schwab
California
$44.2M +$2.6M +29,247 +6%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$39.8M -$96.5K -1,087 -0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$39.4M +$3.26M +36,711 +9%
Goldman Sachs
21
Goldman Sachs
New York
$38.9M +$5.61M +63,210 +16%
BFA
22
Bragg Financial Advisors
North Carolina
$34.9M +$199K +2,238 +0.5%
Wells Fargo
23
Wells Fargo
California
$31.5M +$321K +3,620 +1%
JFL
24
Jarislowsky, Fraser Ltd
Quebec, Canada
$25.8M -$5.65M -63,689 -17%
Raymond James Financial
25
Raymond James Financial
Florida
$19.6M +$20.6M +231,752 New

SFBS Hedge Fund Activity: Q4 2024 in Review

291 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2024, worth a combined $3.39B — up 7.3% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SFBS positions and 24 closed out — a net gain of 13 holders — while 102 added to existing stakes and 106 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $39.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $30M.

  • 291 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2024, up from 281 in Q3 2024.
  • Funds reported $3.39B of ServisFirst Bancshares stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 37 funds opened new ServisFirst Bancshares positions in Q4 2024 and 24 closed out, a net change of +13 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2024 was Victory Capital Management, an estimated $39.3M added.
  • The largest ServisFirst Bancshares seller in Q4 2024 was T. Rowe Price Associates, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2024.