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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
TCOV
276
Trust Company of Vermont
Vermont
$9K
WCBA
277
Weaver C. Barksdale & Associates
Tennessee
$7K -$982 -9 -13%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.22K +57 New
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
Bessemer Group
280
Bessemer Group
New Jersey
$6K +$5.45K +50 New
BBHC
281
Brown Brothers Harriman & Co
New York
$6K +$5.56K +51 New
TRCT
282
Tower Research Capital (TRC)
New York
$4K +$4.04K +37 New
ACS
283
Archford Capital Strategies
Illinois
$3K -$982 -9 -26%
LIA
284
LS Investment Advisors
Michigan
$3K
RFA
285
Reilly Financial Advisors
California
$3K +$2.73K +25 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$2K -$52.3K -479 -96%
CHP
287
Cable Hill Partners
Oregon
$2K +$1.64K +15 New
FHA
288
First Horizon Advisors
Tennessee
$1K -$436 -4 -29%
MCM
289
Moore Capital Management
New York
-$35.2M -314,000 Closed
SFM
290
Systematic Financial Management
New Jersey
-$13.3M -119,078 Closed
SCM
291
Stevens Capital Management
Pennsylvania
-$11.5M -102,864 Closed
JAM
292
Jupiter Asset Management
United Kingdom
-$10.1M -90,000 Closed
PFC
293
Phocas Financial Corp
California
-$10.1M -89,731 Closed
CGI
294
CI Global Investments
California
-$9.53M -85,000 Closed
MIP
295
Marietta Investment Partners
Wisconsin
-$4.01M -35,782 Closed
ARTA
296
A.R.T. Advisors
New York
-$2.65M -23,658 Closed
VAM
297
Visium Asset Management
New York
-$2.45M -21,879 Closed
BCM
298
BlueCrest Capital Management
Jersey
-$2.24M -20,000 Closed
DCM
299
Driehaus Capital Management
Illinois
-$1.75M -15,583 Closed
Verition Fund Management
300
Verition Fund Management
Connecticut
-$1.41M -12,563 Closed

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.