SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
776 hedge funds and large institutions have $34.3B invested in SVB Financial Group in 2021 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 234 reducing their positions, and 53 closing their positions.
94% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 53
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
40% more repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 234
24% more capital invested
Capital invested by funds: $27.6B → $34.3B (+$6.63B)
6% more funds holding
Funds holding: 732 → 776 (+44)
34% less call options, than puts
Call options by funds: $243M | Put options by funds: $369M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$261M |
| 2 |
BlackRock
New York
|
+$255M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$216M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$211M |
| 5 |
State Street
Boston,
Massachusetts
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$144M |
| 2 |
JP Morgan Chase
New York
|
-$133M |
| 3 |
KBC Group
Brussels,
Belgium
|
-$59.1M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$55.4M |
| 5 |
JCM
Junto Capital Management
New York
|
-$34.6M |
SIVB Hedge Fund Activity: Q3 2021 in Review
776 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2021, worth a combined $34.3B — up 24% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SIVB positions and 53 closed out — a net gain of 50 holders — while 327 added to existing stakes and 234 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $261M. The largest seller was Harding Loevner, cutting an estimated $144M.
- 776 institutional investors held SVB Financial Group (SIVB) as of Q3 2021, up from 732 in Q2 2021.
- Funds reported $34.3B of SVB Financial Group stock for Q3 2021, up 24% quarter-over-quarter.
- 103 funds opened new SVB Financial Group positions in Q3 2021 and 53 closed out, a net change of +50 holders.
- The largest SVB Financial Group buyer in Q3 2021 was Fidelity Investments, an estimated $261M added.
- The largest SVB Financial Group seller in Q3 2021 was Harding Loevner, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2021.