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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

289 hedge funds and large institutions have $5.38B invested in SVB Financial Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $5.22B → $5.38B (+$168M)

2% more call options, than puts

Call options by funds: $963K | Put options by funds: $945K

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 295289 (-6)

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
7.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
34
Increased
97
Reduced
110
Closed
36
Calls
$963K
Puts
$945K
Net Calls
+$18K
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$149K -$61K -559 -30%
PAM
252
Panagora Asset Management
Massachusetts
$145K
Creative Planning
253
Creative Planning
Kansas
$140K +$125K +1,143 +1,905%
IMAS
254
ID Management A/S
Denmark
$128K
PCM
255
Prelude Capital Management
New York
$125K +$30K +275 +34%
VFA
256
Virtus Fund Advisers
Connecticut
$124K
Fuller & Thaler Asset Management
257
Fuller & Thaler Asset Management
California
$116K -$10.9K -100 -9%
Parallax Volatility Advisers
258
Parallax Volatility Advisers
California
$92K +$78.4K +719 +999%
SEC
259
Seven Eight Capital
New York
$81K +$76.4K +700 New
RNS
260
Robert N. Shapiro
$68K
MCM
261
Manchester Capital Management
Vermont
$68K +$33.5K +307 +108%
Manulife (Manufacturers Life Insurance)
262
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.1K +$505K +4,632 +1%
ASN
263
Advisory Services Network
Georgia
$50K +$52.4K +480 New
Envestnet Asset Management
264
Envestnet Asset Management
Illinois
$47K -$13.5K -124 -23%
Canada Pension Plan Investment Board
265
Canada Pension Plan Investment Board
Ontario, Canada
$35K
CCS
266
Crosspoint Capital Strategies
California
$33K
WTC
267
WhitTier Trust Company
Nevada
$31K
BPBT
268
Boston Private Bank & Trust
Massachusetts
$30K
Simplex Trading
269
Simplex Trading
Illinois
$28K +$26.6K +244 New
TDC
270
Thompson Davis & Co
Virginia
$18K +$6.98K +64 +74%
TF
271
Tompkins Financial
New York
$17K
PRS
272
Pinkerton Retirement Specialists
Idaho
$17K +$16.4K +150 New
CG
273
Colony Group
Massachusetts
$15K
AC
274
Alexandria Capital
Virginia
$15K +$13.6K +125 New
GAM
275
Gemmer Asset Management
California
$11K

SIVB Hedge Fund Activity: Q4 2014 in Review

289 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2014, worth a combined $5.38B — up 3.2% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SIVB and 34 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Lord, Abbett & Co, cutting an estimated $126M.

  • 289 institutional investors held SVB Financial Group (SIVB) as of Q4 2014, down from 295 in Q3 2014.
  • Funds reported $5.38B of SVB Financial Group stock for Q4 2014, up 3.2% quarter-over-quarter.
  • 34 funds opened new SVB Financial Group positions in Q4 2014 and 36 closed out, a net change of -2 holders.
  • The largest SVB Financial Group buyer in Q4 2014 was JP Morgan Chase, an estimated $110M added.
  • The largest SVB Financial Group seller in Q4 2014 was Lord, Abbett & Co, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2014.